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2019 NCEO Employee Ownership Conference


  • David L. Lawrence Convention Center 1000 Fort Duquesne Boulevard Pittsburgh, PA, 15222 United States (map)

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

CFAI Seattle Office Director, Principal & Shareholder, Nic Staloch, ASA, and Senior Associate & Shareholder, Robert Regis, ASA, will also be attending the conference.


NCEO 2019 Logo

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.