2024 ASA ESOP Virtual Conference

ASA Member Price: $250 | Non-Member Price $350

ASA’s specialized ESOP event is back! Join us online this summer as our industry experts dive into the intricacies of employee stock ownership plans (ESOP) and how they affect experts in or adjacent to the appraisal profession. Learn more about feasibility studies, valuation of transaction-related items and more in this one-stop-shop for the best in ESOP education.  Please review the Agenda tab for the full list of presentation topics. 

This event offers up to 5 hours of CE/CPE credit.  

NASBA and Continuing Professional Education (CPE) Credit

ASA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.learningmarket.org

CPE Credit: Up to 5 CPE credits
Program Level: Intermediate
NASBA Knowledge Type: Specialized Knowledge
Delivery Method: Group Live
Prerequisites: None
Advanced Preparation: None 
Policies: ASA's Refund and Cancellation Policy and ASA's Complaint Resolution Policy 

Conference Co-Chairs
Jade Palermo | Empire Valuation Consultants
Ivy Wan-Beltejar, ASA | Empire Valuation Consultants

Conference Sponsors

1:00 - 1:05pm
Welcome
Jade Palermo | Senior Manager | Empire Valuation Consultants
Ivy Wan-Beltejar, ASA, CFA | Senior Manager | Empire Valuation Consultants

1:05 - 2:05pm
An Introduction to the Key Aspects of a Feasibility Study
Kim Blaugher | Executive Director | Beyster Institute
Scott Leach | Director | BDO Capital Advisors, LLC
Jade Palermo | Senior Manager | Empire Valuation Consultants

2:05 - 2:10pm
BREAK

2:10 - 3:10pm
Valuation of Transaction-Related Items (Warrants, SARs, Earnouts/Claw backs)
Michael McGinley | Managing Director | Prairie Capital Advisors
Perry Walter, ASA, CFA | Director of ESOP Transactions | SCJ Fiduciary Services
Dan Callanan, ASA | Managing Director | Prairie Capital Advisors

3:10 - 4:10pm
Reviewing Reports And Data Visualization
Laura Pfeiffenberger, ASA | Senior Vice President, ESOP Client Advisor | Spinnaker Trust (moderator)
Adrian Loud, ASA, CPA, ABV, CFF, CVA | Managing Director | Censeo Advisors
Seth Webber, ASA, CFA, CEPA | Principal | Berry Dunn

4:10 - 4:20pm
BREAK

4:20 - 5:25pm
The ESOP Association’s Proposal for Department of Labor Regulation Definition of Adequate Consideration 
Jeffrey Tarbell, ASA, CFA | Director | Houlihan Lokey (moderator)
Steve Nelson, ASA | Managing Director | Chartwell
Andrew Salek-Raham | Principal | Groom Law Group

Agenda subject to change.

Upon completion of this course, participants will be able to:

• Understand the key aspects and purpose of an ESOP feasibility study
• Learn how certain transaction related items (warrants, SARs, Earnouts/Clawbacks) can impact valuation, and how they are negotiated in a transaction
• Learn what topics trustees consider in reviewing annual reports
• Learn more about recent updates in the community’s push for the DOL’s formal recognition of Adequate Consideration