May 11th - 12th - Washington, D.C.
The 2017 annual conference offers expanded networking and educational opportunities, with increased emphasis on ESOP culture and communications, and includes new peer-to-peer round table discussions. CFAI principals Arlene Ashcraft and Donny Springer will speak in the following presentations:
Thursday, May 11, 2017
10:00 a.m. - 11:00 a.m., Longworth Room
Basics of ESOP Stock Valuation
The session will be led by experienced ESOP valuation professionals and will address the determination of value of company stock held by the ESOP. Topics covered will include an overview of commonly used valuation methods as well as several ESOP-related valuation nuances including standard and premise of value, premiums and discounts, synthetic equity, treatment of tax shields and seller notes.
Donny Springer, ASA, Columbia Financial Advisors, Inc. (Moderator)
Friday, May 12, 2017
9:00 a.m. - 10:00 a.m., Russell/Hart/Cannon Rooms
The Annual Valuation Process - From Engagement Letter to Participant Statement
Company Management, ESOP Trustees, Financial Advisors and ESOP Administrators are all involved in the annual ESOP valuation process. In this session experienced professionals will walk through the roles, responsibilities and flow of the annual valuation process.
Arlene L. Ashcraft, CFA, ASA, Columbia Financial Advisors, Inc. (Moderator)