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2015 ESOP Las Vegas Conference & Trade Show


  • Caesars Palace Hotel 3570 S Las Vegas Blvd Las Vegas, NV, 89109 United States (map)

November 12 - November 13 - Las Vegas, Nevada

Arlene Ashcraft and Donny Springer of Columbia Financial Advisors, Inc. will be speaking at this conference. We hope to see you there!

Thursday, November 12th at 8:40am, Arlene Ashcraft will be speaking in the following presentation: "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.

Friday, November 13th at 3:00pm, Donny Springer will be speaking in the following presentation: "Financial Projections" :

Projecting company financial results is a difficult, but necessary undertaking. Management’s financial projections are a key input into the analyses underlying ESOP fairness opinions and annual appraisal reports. Furthermore, the DOL Process Agreement highlighted the importance of thoroughly evaluating management’s financial projections. This advanced valuation topic will review methods and procedures that fiduciaries and valuation professionals can use to evaluate the reasonableness of projections as part of the valuation process.

Earlier Event: October 14
Let's Talk ESOPs in Portland
Later Event: March 3
Two Day Professional ESOP Forum