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KSM Blog | Katz, Sapper & Miller CPA

Workshop for ESOP Internal Trustees

Posted 3:00 PM by

Andy Manchir, director in Katz, Sapper & Miller’s Valuation Services and ESOP Services groups, will present at the National Center for Employee Ownership 2020 Employee Ownership Conference. Taking place April 21-23 in Minneapolis, MN, the conference will bring together professionals from employee-owned businesses to learn technical skills, generate new ideas in expert-led sessions, and learn from peers through extensive networking opportunities.

Manchir will present “Workshop for Internal Trustees” alongside Steve James of SCJ Consulting and Alex Perry of Ventura ESOP Services. The session will help attendees better understand the duties of internal trustees in ESOP companies, including best practices for reviewing their annual valuation. The presenters will give an overview of plan administration duties that should take place throughout the year and will provide a list of resources available to help internal trustees meet their fiduciary responsibilities.

The conference will feature more than 130 additional breakout sessions and expert roundtables covering everything from practical case studies and management tips to technical, financial, and legal topics.

To learn more or register, visit the conference website.

About Katz, Sapper & Miller
KSM is a nationally recognized consulting, tax, and audit firm. Through our deep experience across multiple disciplines and industries, we leverage emerging technologies, combined with our people’s differing perspectives, ingenuity, and creativity, to help our clients solve their most difficult challenges.

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