Salt Lake City :: September 17–18, 2019 (preconference on September 16)

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Equity Compensation Plans for ESOP Companies
(Concurrent Sessions 11)

Wednesday, September 18 :: 2:25–3:10
Options, restricted, stock, and synthetic equity issues for ESOP companies.


Erin Hollis

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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.

Sean Sullivan

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Waller Lansden Dortch & Davis, LLP

Sean Sullivan is a partner in the Nashville office of Waller Lansden Dortch & Davis, LLP and is the leader of Waller's tax and ERISA practice. Focusing on employee benefit law, with an emphasis on ESOPs and fiduciary issues, Mr. Sullivan has practiced law for over 20 years. A frequent speaker, he earned his law degree from the University of Mississippi and his LL.M. in taxation from New York University.
Fall ESOP Forum