Columbia Financial Advisors, Inc. is pleased to sponsor and present at the NCEO 2019 Employee Ownership Conference
Pittsburgh, PA — April 9th-11th, 2019
CFAI Principal & Shareholder, Donny Springer, ASA, will present as part of the “Beyond the Basics” breakout sessions track.
Wednesday, April 10th — 10:20am (Concurrent Sessions 6)
”Recent Trends with ESOP Structures”
The structure of ESOPs are constantly evolving and changing. Join a panel of ESOP experts who will share with you the latest trends impacting ESOP companies throughout the lifecycle of an ESOP—including the use of warrants, other forms of capital to finance mature ESOPs, and trends in ESOP terminations.
Sandy Shoemaker - Partner, Plante Moran
Donny Springer, ASA - Principal & Shareholder, CFAI
Leah Turnbull - Vice President ESOP Advisory Group, J.P. Morgan
As the nation's premiere gathering on employee ownership, the NCEO's annual conference provides an ideal opportunity to learn, network, and share your knowledge with others. For more information, visit the NCEO conference website.