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Creating a Sustainable ESOP...Challenges and Best Practices
(Concurrent Sessions 5)
Tuesday, September 17 :: 2:40–3:25
As ESOPs mature, they should reconsider whether they have the right strategy, plan
rules, distribution approaches, rebalancing and segregation rules, governance,
repurchase financing, and more.
Marshall & Stevens, Inc.
Erin is a director at Marshall & Stevens Inc. in Chicago, with more than 18 years valuation experience. She is a speaker and prolific author on ESOP topics, and a credentialed member of the American Society of Appraisers (ASA), where she serves on the business valuation committee. She is also a member of the NCEO and a member of the valuation advisory committee of the ESOP Association.
Integra Benefits Consulting LLC
Jim Joyner has been a certified public accountant since 1981. He has been providing valuation services for small and medium businesses and ERISA compliance services for more tan 25 years. Jim began serving as an ESOP fiduciary in 2005 and has served as an independent trustee for more than 75 ESOPs.