Great Lakes Regional ESOP Conference

Date:Oct. 17-18, 2019 
Location: Kalahari Resort & Convention Center
7000 Kalahari Drive
Sandusky, OH 44870

Katz, Sapper & Miller’s Mark Flinchum and Andy Manchir will present at the Fifth Annual Great Lakes Regional ESOP Conference. Taking place Oct. 17-18 in Sandusky, OH, the conference brings together the Indiana, Michigan, Ohio, and Kentucky chapters of The ESOP Association to discuss current topics pertinent to the ESOP community.

Flinchum will discuss “Basic Accounting & Tax Topics Related to an ESOP Company” alongside Michelle Buckley of Meaden & Moore. The presentation is geared towards individuals who perform daily accounting and transactions tasks in their ESOP companies. Session topics include:

  • Journal entries to record the share release
  • How daily accounting transactions affect financial statements
  • How to explain the differences between an ESOP company and a non-ESOP company
  • Tax issues that an ESOP company faces

Manchir will co-present “Communicating ESOP Valuation & Company Value” alongside Sharon B. Hearn of Krieg DeVault and Chad Bachmann of ERMCO. The discussion will teach attendees how to communicate valuation concepts to employee owners. Attendees will also learn how to build an employee-ownership culture based on practical examples illustrated through use of the company’s financial information and the company’s mission, vision, and values.

To learn more or register, visit the conference website.