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Two Day Professional ESOP Forum


  • The Roosevelt New Orleans, A Waldorf Astoria Hotel 123 Baronne Street New Orleans, LA 70112 (map)

Join CFAI Principal Arlene Ashcraft, CFA, ASA in attending the 2016 Two Day Professional ESOP Forum.

The ESOP Association is holding a two day open discussion forum for Professional Members of The ESOP Association. Professional Members of The Association are sellers of services to ESOP plan sponsors and to parties considering creating an ESOP. Examples of the services are legal, third party administration, valuation, finance, management consulting, financial advice, trustee, and similar services.

Led by the Chairs of the highly respected Association Advisory Committees on Valuation, Finance, Legislative and Regulatory Affairs, Administration, Ownership Culture and Fiduciary Issues, this two day program will lay bare the tough issues facing ESOP professionals, and present the pros and cons of different views.  The goal is not only to air different view-points, but to move towards consensus as to “best practices” by the ESOP service provider community.