Multi-State 2018 Conference-PA/DE and NY/NJ Chapter Meeting

Date:September 11-13, 2018
Location: Hershey Lodge
325 University Drive
Hershey, PA 17033

Katz, Sapper & Miller’s Andy Manchir will present at The ESOP Association’s 23rd Annual Multi-State Conference. Taking place Sept. 11-13, 2018 in Hershey, PA, the conference will bring together members in the Pennsylvania/Delaware and New York/New Jersey chapters to discuss ESOP governance from cultural, communication, and technical viewpoints.

Manchir will co-present a session on “Strategies for Achieving ESOP Sustainability” to discuss the complexities around the technical side of internal ESOP dynamics. Aspects of plan design, repurchase strategies which impact sustainability, and the concept of managing benefit levels will be a focus. Additionally, the session will cover the benefits and consequences, sometimes unintended, of each approach that companies should be aware of when developing an ESOP strategy.

Additional conference topics include:

  • The annual valuation process and what internal trustees should know
  • How to develop leadership at all levels
  • Basic communication: What do ESOP participants want to know?
  • Board composition in ESOP companies
  • Motivating employee owners
  • S-Corp ESOP valuations in light of 2017 Federal Tax Reform

To learn more or register, visit the conference website.