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DTSTART:20151216T180000Z
DTEND:20151216T180000Z
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SUMMARY:ESOP Sustainability: Understanding and Protecting Your Firms Investment
DESCRIPTION:You have been an ESOP for quite some time now\, but wonder if you are adequately prepared for some of the challenges that your ESOP may face in the coming years. In this session we will cover advanced ESOP topics such as:\n\n\n	Repurchase obligation planning\n	Dealing with terminated participants\n	Need to revitalize employee interest in the plan\n	Strategies for dealing with disproportionate stock allocations\n	Re-thinking benefit level targets\n	Dividend & redemption options\n\nPlease join us\, and bring your questions and concerns\, for an enlightened discussion of ESOP sustainability planning opportunities.\n\n \n\nSpeaker(s): Tom Losey is Partner with the Boulay Accounting Firm\, active with ACEC\, and a frequent speaker on financial and Board level topics. Eric Allen is also a Partner with the Boulay Firm\, and is a leading expert in ESOP related topics. He recently spoke to the National ESOP Conference on the topic of Repurchase Obligation Management. Both Tom and Eric have many years of experience serving ESOP Companies and Engineering firms and will bring some best practices to the discussion.
X-ALT-DESC;FMTTYPE=text/html:<span style="font-family:arial\,sans-serif\;"><span style="font-size:11.0pt\;">You have been an ESOP for quite some time now\, but wonder if you are adequately prepared for some of the challenges that your ESOP may face in the coming years. In this session we will cover advanced ESOP topics such as:</span></span>\n\n<ul>\n	<li style="text-align:justify\;text-autospace:none\;"><span style="font-family:arial\,sans-serif\;"><span style="font-size:11.0pt\;">Repurchase obligation planning</span></span></li>\n	<li style="text-align:justify\;text-autospace:none\;"><span style="font-family:arial\,sans-serif\;"><span style="font-size:11.0pt\;">Dealing with terminated participants</span></span></li>\n	<li style="text-align:justify\;text-autospace:none\;"><span style="font-family:arial\,sans-serif\;"><span style="font-size:11.0pt\;">Need to revitalize employee interest in the plan</span></span></li>\n	<li style="text-align:justify\;text-autospace:none\;"><span style="font-family:arial\,sans-serif\;"><span style="font-size:11.0pt\;">Strategies for dealing with disproportionate stock allocations</span></span></li>\n	<li style="text-align:justify\;text-autospace:none\;"><span style="font-family:arial\,sans-serif\;"><span style="font-size:11.0pt\;">Re-thinking benefit level targets</span></span></li>\n	<li style="text-align:justify\;text-autospace:none\;"><span style="font-family:arial\,sans-serif\;"><span style="font-size:11.0pt\;">Dividend &amp\; redemption options</span></span></li>\n</ul>\n<span style="font-family:arial\,sans-serif\;"><span style="font-size:11.0pt\;">Please join us\, and bring your questions and concerns\, for an enlightened discussion of ESOP sustainability planning opportunities.</span></span><br />\n&nbsp\;<br />\n<strong><span style="font-family:arial\,sans-serif\;"><span style="font-size:11.0pt\;">Speaker(s): </span></span></strong><span style="font-family:arial\,sans-serif\;"><span style="font-size:11.0pt\;">Tom Losey is Partner with the Boulay Accounting Firm\, active with ACEC\, and a frequent speaker on financial and Board level topics. Eric Allen is also a Partner with the Boulay Firm\, and is a leading expert in ESOP related topics. He recently spoke to the National ESOP Conference on the topic of Repurchase Obligation Management. Both Tom and Eric have many years of experience serving ESOP Companies and Engineering firms and will bring some best practices to the discussion. </span></span><br />\n&nbsp\;
LOCATION:Marriott Minneapolis West 9960 Wayzata Blvd\, Minnetonka\, MN (952/544-4000) (Located on north frontage road of I-394 between Hwy 169 & Hopkins Crossroad)
UID:e.9128.954
SEQUENCE:3
DTSTAMP:20260423T090223Z
URL:http://cecm.memberzone.com/events/details/esop-sustainability-understanding-and-protecting-your-firms-investment-12-16-2015-954
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