November 9 - November 10 - Las Vegas, Nevada
Columbia Financial Advisors, Inc. principals Arlene Ashcraft and Donny Springer will speak at the 2017 ESOP Las Vegas Conference & Trade Show. Kathryn Aschwald, Robert Regis and Seattle Office Director, Nic Staloch are also attending. We hope to see you there!
Arlene Ashcraft will speak in the following presentation:
Thursday, November 9th - 10:15am
"Introduction to Business Literacy for Employee Owners":
ESOP companies often ask their employees to "think like owners." That can be difficult for employees who may not have a basic understanding of business concepts and terminology. This session will explore how to effectively educate your employees in the fundamental areas of business and accounting to help them understand how those concepts influence the value in the ESOP account. This will be an interactive session and an opportunity to share your experiences and learn from others.
Donny Springer will speak in the following presentation:
Thursday, November 9th - 1:15pm
"The Basics of Valuation":
How is my company valued? This session will explore the basics of ESOP valuation, including the fundamentals of financial statement analysis, and an overview with examples of commonly-used valuation methods. This session is designed for the attendee who seeks to gain a basic understanding of valuation principals.
Columbia Financial Advisors, Inc. proudly celebrates 25 years of service in 2017