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SFE&G Professionals Present at Annual ESOP Association Technical Conference SES Advisors and SFE&G were proud to support The ESOP Association as an Exhibitor in the largest annual technical conference geared towards ESOPs. This meeting attracted over 1,200 attendees, including mid to upper level ESOP company executives, ESOP professionals and CEOs of smaller ESOP companies.

 

This intense 2-day conference included sessions such as:

  • ESOPs as an Aquisition Tool
  • Basic & Advanced Administration
  • Diversification & Current Trends
  • ESOP Sustainability
  • Workshop for Internal Trustees
  • Current Conditions for Financing ESOP Transactions
  • ESOP Plan Termination Issues
  • Repurchase Obligation
  • Fiduciary Responsibility for Valuation
  • Advanced ESOP Accounting Issues

Date: November 12-13, 2009

Location: Caesar's Palace, Las Vegas, NV

 

SES Vice President of Plan Administration Brian Wurpts presented Distributions: Part 2 - Mechanics of the Process.

 

SFE&G Partner Rob Edwards presented Distribution Policy: What Can You Change?

 

SES President Bob Massengill presented Repurchase Obligation: Funding and Managing in a Mature ESOP.

 

SES Senior Plan Administrator Jane Rogers presented S-Corporation Anti-Abuse Rules.

 

Chairman & CEO Jim Steiker participated on the Interdisciplinary Panel on Current ESOP Events.

 

Partner Steve Magowan presented Voting & Employee Participation in Formal Governance.

 

 

 

 

 

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