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Our panelists will discuss changes to the determination letter process and recent ESOP LRM which address plan provisions for use with volume submitter ESOP plan documents.

We will also discuss recent comments about the timing of diversification payments and allocation of S-corporation earnings to plan participants as well as three main themes recently brought up by the Department of Labor relating to valuations: 1) bad valuations they still see; 2) control values being paid when the ESOP really has no control after the transaction; 3) and hiring of an independent trustee to explore the feasibility of a transaction in smaller size deals looking to save fees.

Attendees will have the opportunity to meet in small groups with institutions interested in capitalizing worker cooperatives.

Capital providers will each sit at their own table and attendees will move around the room – like speed dating.

Want to learn more about the team, the process and the timing involved in an ESOP ownership transition?

Come hear how Heritage Aviation, a Vermont company, successfully navigated their ESOP transition to become 100% ESOP-owned in 2015.

Two representatives from the company will share a number of practices that have contributed to furthering their ownership culture and long-term value.

They promise that you will see some of the details behind the “best practices” that BL Companies has used to communicate with and engage their employee owners. ESOP Governance: The Basics and Beyond (ESOP EE, ESOP L) Merri Ash, First Bankers Trust Services; Brandon Bohr, Resource Systems Group; Dave Fitz-Gerald, Carris Reels; Alex Moss, Praxis Consulting Group; Cindy Turcot, Gardener’s Supply Company; moderated by Joe Marx, Principal Financial Group “Employee ownership” through an ESOP usually does not entail control by employees.

With speed learning, students are challenged to have several one on one conversations with the other students.

I communicate a defined outcome as well as a time limit to help focus the discussions.

In fact, employee owners often don’t know much about their company’s governance.

67 Comments

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