Blue Ridge ESOP Associates is a proud sponsor of this webinar which will be hosted by the National Center for Employee Ownership (NCEO) and led by Blue Ridge professionals.
Managing repurchase obligation requires planning and forethought. This webinar, hosted by the NCEO, provides a basic understanding of the process of completing a repurchase forecast and the factors and assumptions that can affect the outcome of your forecast, including the impact of specific plan provisions (such as distribution timing and segregating accounts), the impact of the distribution mechanics (recycling vs. redeeming), and interplay between the stock value and the repurchase obligation.
After this session, attendees will be able to:
- Understand the entire process for completing a repurchase obligation study.
- Determine the impact of various assumptions on future obligations.
- Discuss the interplay between stock value and repurchase obligation.
Tuesday, November 8 @ 9:30 a.m. PT/11:30 a.m. CT/12:30 p.m. ET
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Scott has over 20 years of experience working with Plan Sponsors and other key advisors providing administration and consulting services related to ESOPs. In addition to duties related to plan administration he is also a member of Blue Ridge’s ESOP share repurchase forecasting team.A member of the NCEO, he holds the QKC designation and membership in the American Society of Pension Professionals and Actuaries (ASPPA).
Dustin Pirie has over 10 years of experience working with Plan Sponsors and other key advisors providing administration and consulting services related to Retirement Plans. His focus the past several years has been ESOP repurchase obligation, benefit levels, and sustainability.
He is a member of the NCEO. He earned an MBA and BBA from the University of Iowa.