May 3-6, 2022
Blue Ridge Speaker: Dolores Lawrence, Managing Director
There are a wide range of topics relevant to a new ESOP company. You may be asking what should I expect in the early years, the difference between a leveraged and non-leveraged ESOP, how to distribute share or how to educated employees on the plan. Come to this session to learn about these and more.
Friday May 6, 11:00 p.m. "Why Are Repurchase Studies & Planning Important"
Blue Ridge Speaker: Kevin Rusch, Director
You can't manage your repurchase obligation unleass you plan for it. This session will walk through the steps of completing a repurchase obligation study and identify factors and assumptions that are part of the analaysis. Case studies will be used to show repurchase obligation challenges that can be addressed with advance planning. The session discussion will cover the impact of various ESOP distribution polices and repurchase methods (recycling, redeemng and releveraging) on repurchase obligation and participants' account balances. Various company approaches to funding the obligation and associated pros and cons will also be discussed.