2025 ASA ESOP Virtual Conference

More About This Event

ASA Member Price: $219 | Non-Member Price $319

Thursday, June 5, 2025

Navigate ESOP Complexity with Confidence

The ASA ESOP Virtual Conference is your opportunity to gain expert insights into the intricate world of Employee Stock Ownership Plans (ESOPs). Whether you’re new to ESOP valuations or a seasoned professional, this specialized event will help you stay ahead in the field. Expand your knowledge, sharpen your skills, and connect with top professionals in the ESOP community—all from the convenience of your home or office.

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 Internet-Based
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

1:05pm - 1:10pm
ASA Update
Guillermo Ortiz de Zárate | Chief Executive Officer | ASA

1:10 - 2:10
Breakout 1: Introduction to ESOPs
Breakout 2: Advanced ESOP Topics

2:10 - 2:15pm
BREAK

2:15 - 3:15pm
ESOP Accounting

3:15 - 4:15pm
Releveraging Transactions

4:15 - 4:25pm
BREAK

4:25 - 5:25pm
Legal Updates

Agenda subject to change.

Group Discounts
A 10% discount off the current, applicable registration fee is available for five or more individuals registering from the same organization. Individuals must be registered as a group to qualify for the discount. For additional details and instructions on how to register, please contact ASA Member Services at +1 800-272-8258 or +1 703-478-2228 or via e-mail at asainfo@appraisers.org.