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The ESOP Association's 41st Annual Conference & 27th Annual Awards Ceremony


  • JW Marriott 1331 Pennsylvania Avenue Northwest Washington, DC, 20004 United States (map)

May 24th - 25th - Washington, D.C.

Join CFAI principals, Arlene Ashcraft, CFA, ASA, Donny Springer, ASA, and Nic Staloch, ASA, at The ESOP Association's 41st Annual Conference in Washington, D.C., May 24th - 25th, 2018.

The 2018 annual conference offers expanded networking and educational opportunities, more than 40 ESOP culture and communications sesssions, and includes new peer-to-peer round table discussions. CFAI principals Arlene Ashcraft and Donny Springer will speak in the following presentations:

Friday, May 25, 2018
10:45 a.m. - 11:45 a.m.

Fiduciary Responsibilities with Stock Repurchases and Redemptions
This session will cover the basics of repurchase obligation. Experts will explain the role of the trustees and the role of the company when planning and preparing to handle this commitment.

Patrick J. DeCraene, GreatBanc Trust Company
Arlene L. Ashcraft, Columbia Financial Advisors, Inc.

Friday, May 25, 2018
3:15 p.m. - 4:15 p.m.

Evaluating an Offer to Purchase an ESOP Company
When an offer to buy an ESOP Company arrives, how should the consideration be evaluated? In this session experts will review the myriad considerations to analyze when evaluating an offer to purchase an ESOP owned Company.

Donny Springer, Columbia Financial Advisors, Inc.
Barbie L. Spear, Alliance Holdings, Inc.

 

Earlier Event: April 18
2018 NCEO Employee Ownership Conference