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

Join us for an engaging day of learning, networking, and expert insights on critical topics in the world of ESOPs. The event will begin with a welcome session from our hosts, followed by an update from ASA leadership on the latest organizational developments and initiatives.

Attendees will then have the opportunity to participate in one of two breakout sessions. The first breakout is an introduction to ESOPs, designed for those new to the field. The second breakout explores advanced ESOP topics, catering to experienced professionals looking for deeper insights and strategic approaches.

After a short break, the session on ESOP accounting will provide essential knowledge on transaction services and financial reporting, offering valuable tools for those involved in ESOP transactions. Next, a panel discussion on re-leveraging transactions and sustainability will offer expert perspectives on maintaining long-term viability and growth within ESOP structures. The event concludes with an important legal update, covering the latest regulatory and legal trends that are shaping the ESOP landscape, ensuring that participants stay informed on key developments.

Whether you’re just starting in the ESOP space or seeking to deepen your expertise, this event offers valuable sessions tailored to professionals at all levels. Don’t miss this opportunity to expand your knowledge, engage with industry leaders, and stay ahead of the curve in the ESOP world.

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

1:05 - 1:10pm
ASA Update
Guillermo Ortiz de Zarate | CEO/Executive Director | ASA

1:10 - 2:10pm
BREAKOUT 1: Introduction to ESOPs
Andy Manchir, ASA, CMA, CEPA | Partner | Katz, Sapper & Miller
Melissa Goetz, CPA/ABV, ASA | Vice President | Prairie Capital Advisors, Inc.
Avery Chenin| General Counsel and Transaction Team Member | SCJ Fiduciary Services

BREAKOUT 2: Advanced ESOP Topics
Laurie-Leigh White, CPA/ABV, ASA | Managing Partner | BVA Group
Nick Braun, ASA | Managing Director | Chartwell Financial Advisory

2:10 - 2:15pm
BREAK

2:15 - 3:15pm
ESOP Accounting
Angela Fisher, CPA | Director - ESOP Transaction Services | Forvis Mazars

3:15 - 4:15pm
Re-Leveraging Transactions & Sustainability
Jade Palermo | Senior Manager | Empire Valuation Consultants
Ashleigh Newlin | Managing Director | Chartwell Financial Advisory
Tabitha Croscut | Shareholder | DeVine Millimet
Heidi Walker, ASA, CPA, ABV | Senior Vice President | Great Banc

4:15 - 4:25pm
BREAK

4:25 - 5:25pm
Legal Updates
Kenneth Pia, CPA, ABV, ASA, MCBA | Partner | CBIZ
Rick Pearl| Partner | Faegre Drinker Biddle & Reath LLP

Agenda subject to change.

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

• Explain the benefits and challenges of implementing an ESOP.
• Analyze different ESOP structures and financing strategies.
• Identify key valuation considerations and their impact on ESOP accounting.
• Identify best practices for maintaining long-term ESOP viability.
• Review recent legal and regulatory changes affecting ESOPs. 

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.