2023 ASA ESOP Virtual Conference
- Registration Closed
More About This Event
ASA Member Price: $250 | Non-Member Price $350
Tuesday, June 20, 2023, Time: 1:00pm EDT
Don't miss this important specialized event, diving into the intricacies of employee stock ownership plans (ESOPs) and how they affect experts in, or adjacent to, the appraisal profession. From ESOP basics to advanced valuation issues, this conference is your one-stop-shop for the best in ESOP education. Please review the Agenda tab for presentation topics.
This event offers up to 5 hours of ASA CE and CPE credit.
Conference Chairs
Chuck Coyne, ASA | Empire Valuation Consultants
Jade Palermo, ASA | Empire Valuation Consultants
Conference Sponsor
Conference Session Platform
This virtual conference is being held via Zoom. Please be sure to review Zoom's System Requirements. See the Event Access tab to join the live virtual conference after registering.
1:00 - 1:15pm
Welcome & ASA Update
Chuck Coyne, ASA | Senior Managing Director | Empire Valuation Consultants
Jade Palermo | Senior Manager, ESOP Advisory Practice | Empire Valuation Consultants
Johnnie White| CEO/Executive Vice President | ASA
1:15 - 2:15pm
ESOP Basics
Andy Manchir, ASA, CMA, CEPA | Partner, Busienss Valuation & ESOP Services | Katz, Sapper & Miller
Donny Springer, ASA | Partner, Valuation Services | Weaver
Learn how ESOP valuations differ from other operating company (T&E) valuations.
2:15 - 2:25pm
BREAK
2:25 - 3:25pm
Sell Side
Chuck Coyne, ASA | Senior Managing Director | Empire Valuation Consultants
Tabitha Croscut| Shareholder | Devine, Millimet & Branch, P.A.
Panel discussion focusing on the ESOP sell side process.
3:25 - 4:25pm
Mature ESOP
Jade Palermo | Senior Manager, ESOP Advisory Practice | Empire Valuation Consultants
Barbara Clough, QPA, QKC, QKA | Managing Director | Blue Ridge ESOP Associates
Mary McCooe | Director | Maselan & Jones, P.C.
An overview of redemption/releveraging transactions and other mature ESOP issues.
4:25 - 4:35pm
BREAK
4:35 - 5:35pm
ESOP Litigation: Is the Tide Turning?
Kenneth J. Pia, ASA, CPA, ABV, MCBA | Partner - Business Valuation Industry Leader | Marcum LLP
Michael L. Scheier, Esq. | Partner | Keating Muething & Klekamp PLL
A look at common claims in ESOP transaction litigation, how trustees and their financial advisors have responded, and the vital role of standards and generally accepted valuation practices in preventing and defending litigation.
Agenda subject to change.