ESOP Financing 101 - An Industry Deep Dive and Recent Updates: Presented by Brian Lowe and Lee Palmer

ESOP Roundtables by Professional Discipline

Market and Valuation Update: Presented by Brian Turner and Shea Feehan 

Employee Ownership Funds and Sponsors—Bridging the Capital and Time Gaps Inhibiting ESOP Growth: Presented by Sean-Tamba Matthew of Stevens & Lee, Todd Leverette of Apis & Heritage Capital Partners, Michael Morosi of Southeast Acquisition Capital, and Brendan Richardson of Liquidus Partners.

SBA Loans for ESOPs: Presented by Dan Devlin and Jason Muhme of Northwest Bank

Roth ESOPs: Presented by David Pardys and Himanshu Chaudhry

ESOP Accounting for Professionals: Presented by David Thrush

Employee Ownership Trusts and Co-Ops: Presented by Jennie Msall and Beth Nedrow

ESOP Legal Update presented by Holly Jones and Joe Piligian

B Corps and Benefit Corporations in an ESOP Context: presented by Sean Tamba-Matthew and Lindsay Shafer

Estate Planning and ESOPs Presented by Rebecca Glasgow

Market and Valuation Update presented by Adam Geller and Christopher Silvetti

Releverage Discussion

Cannabis Companies in the ESOP Industry Discussion presented by Holly Jones, Melissa Thomas, Jake Helwick, and Katie Wilusz Long

Overview of RVR Case presented by Joe Piligian

1042 Presentation by Rebecca Glasgow - (RBC)

Legal Update presented by Holly Jones and Joe Piligian

Private Equity and ESOPs Discussion led by Katie Wilusz, Mason Eisenberg, Kevin Parker, and Serena Amlie

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

Valuation and Market Update presented by Brittany Bruinsma, Katie Wilusz, and Jake Helwick