2023 ASA ESOP Virtual Conference

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/Introductions

1:15 - 2:15pm
ESOP Basics
Learn how ESOP valuations differ from other operating company (T&E) valuations.

2:15 - 2:30pm
BREAK

2:30 - 3:30pm
Sell Side
Panel discussion focusing on the ESOP sell side proces.

3:30 - 4:30pm
Mature ESOP
An overview of redemption/releveraging transactions and other mature ESOP issues.

4:30 - 4:40pm
BREAK

4:40 - 5:40pm
ESOP Litigation: Is the Tide Turning?
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.