Events and Meetings
Upcoming Events:
Events
Upcoming Events
May 14, 2025
May Happy Hour Event
Sponsored by: Christel Jimenez at Principal
May 28, 2025
ESOP Legal Update
Presenter: Holly Jones and Joe Piligian
June 25, 2025
Employee Ownership Trusts and Co-Ops
Presenter: Jennie Msall and Beth Nedrow
July 30, 2025
ESOP Accounting for Professionals
Presenter: David Thrush
August 20, 2025
Roth ESOPs
Sponsored by: David Paradys and Himanshu Chaudhry
April 30, 2025
SBA Loans for ESOPs
Sponsored by: Jonathan Smith
Past Events
Industries
April 2025
B Corps and Benefit Corporations in an ESOP context presented by Sean Tamba-Matthew and Lindsay Shafer
April Happy Hour sponsored by Mason Eisenberg of GreatBanc
March 2025
Estate Planning and ESOPs Presented by Rebecca Glasgow
Professionals Forum Recap and Debrief
February Happy Hour sponsored by Joe Piligian of Moore & Van Allen
January 2025
Market and Valuation Update presented by Adam Geller and Christopher Silvetti
November 2024
Releverage Discussion
November Happy Hour sponsored by Shane Ocasal of Aon
October 2024
Cannabis Companies in the ESOP Industry Discussion presented by Holly Jones, Melissa Thomas, Jake Helwick, and Katie Wilusz Long
September 2024
Overview of RVR Case presented by Joe Piligian
June 2024
1042 Presentation by Rebecca Glasgow - (RBC)
May 2024
Legal Update presented by Holly Jones and Joe Piligian
April 2024
Private Equity and ESOPs Discussion led by Katie Wilusz, Mason Eisenberg, Kevin Parker, and Serena Amlie
February 2024
Pros and Cons of Certain ESOP Plan Provisions, Common Compliance Testing Items, and the Importance of Employee Communication Regarding Participant Statement Rollouts presented by Kip Kuster and Carlito Cabelin
January 2024
Valuation and Market Update presented by Brittany Bruinsma, Katie Wilusz, and Jake Helwick
Lets Connect
Talk to Our Team
Contact our team today to learn more about the ESOP Alliance
Lets Connect
Talk to Our Team
Contact our team today to learn more about the ESOP Alliance