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NCEO 2019 Employee Ownership Conference

Date:April 9-11, 2019 
Location: David L. Lawrence Convention Center
1000 Ft. Duquesne Boulevard
Pittsburgh, PA 15222
Format:Conference

Katz, Sapper & Miller’s Andy Manchir, director in the firm’s ESOP and Valuation Services Groups, will present at the National Center for Employee Ownership (NCEO) 2019 Employee Ownership Conference. Taking place April 9-11 in Pittsburgh, PA, the annual conference brings together more than 1,800 members of the employee ownership community to share knowledge, network with peers, and discuss concerns and opportunities impacting Employee Stock Ownership Plans (ESOPs). 

Manchir will co-present a workshop on April 10 from 2:00-3:15 p.m. entitled "Sustainability: Management of Repurchase Obligations for the Long Term," to discuss how solutions such as Corporate Owned Life Insurance (COLI) can be used as part of an ESOP’s repurchase obligation funding strategy. Participants will learn how this cash flow method enhances the sustainability of the company and will gain insight into best practices for evaluating COLI strategies. The session is part of the ESOPs: Beyond the Basics learning track.

The conference includes five half-day intensive preconference sessions that explore a variety of critical issues and discuss emerging trends. Additionally, more than 140 breakout sessions are available to help attendees learn about pertinent ESOP topics, including:

  • Roles and responsibilities of employee-owners
  • Overview of an ESOP transaction
  • High involvement strategic planning in an employee-owned company
  • ESOPs under the new tax law
  • Issues affecting boards of directors and trustees
  • Forecasting profit and loss for ESOP valuation
  • How to finance an ESOP
  • Secrets and strategies for more effective ESOP communications
  • How business decisions affect ESOP value
  • Building high-performance teams in an ESOP company

To learn more or register, visit the conference website.