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The ESOP Association - California/Western States 30th Annual Conference


  • Hyatt Regency Monterey 1 Old Golf Course Road Monterey, CA 93940 United States (map)

CFAI is proud to sponsor and present at the 30th Annual Conference of the California/Western States Chapter of The ESOP Association, in Monterey, CA.

October 3 - October 5 | Monterey, California

Seattle Office Director, Nic Staloch, ASA, and Donny Springer, ASA, will attend. Donny Springer will speak in the following presentation:

Thursday, October 4, 2018
2:00 p.m. - 3:00 p.m.
Trends in ESOP Transactions


The structure of ESOP transactions are constantly evolving and changing. Join a panel of ESOP experts who will share with you the latest and greatest trends in ESOP transactions, including the use of warrants and representation and warranties insurance.

About the Conference Sessions:The Chapter offers four tracks throughout the conference so employee-owners of all experience levels gain from the information provided. Whether you are brand new to ESOPs, experienced with ESOPs or a Senior Company Leader, the annual conference has sessions and networking for everyone!

Track One: New to ESOPs - If you are new to ESOPs, this is the right track for you. The sessions in this track will help you to gain (or refresh) a basic technical understanding of how ESOPs work.

Track Two: Technical Topics - Experienced with ESOPs - In this track, you will expand your technical ESOP skills with such sessions as the Responsibilities of Internal Trustees, the Roles of Boards of Directors and Trustees and ESOP valuation issues.

Track Three: Communication and Culture Topics - This track highlights communications and the building of an employee ownership culture. Learn how to foster and keep alive the championship ESOP spirit.

Track Four: Special Topics - New in 2018, this track has several choices of current interest – Selling an ESOP Company, Trends in ESOP Transactions and more.

Senior Leadership Workshop: The Conference features a full-day workshop on Thursday for executives and leaders of ESOP companies. The seminar will address topics including how to lead an ESOP company, setting executive compensation, succession planning, motivating employees and much, much more. (This seminar is for ESOP Corporate Members only.)