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

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Managing the Repurchase Obligation for ESOP Sustainability
(Essentials for a Sustainable ESOP)

Monday, September 16 :: 2:15–3:00

Presenter

Ryan Graham

presenter photo

Chartwell

Ryan is a principal at Chartwell and has been assisting privately held business owners and management teams in analyzing the financial impact of transactions and the ongoing repurchase liability for ESOP companies since 2004. He is recognized nationally as a leader in repurchase liability forecasting, and helped develop the online repurchase liability modeling software used by hundreds of ESOP companies annually. Ryan has significant experience in analyzing the sustainability of ESOP companies and has extensive experience modeling the benefit levels provided by companies to ESOP participants. Ryan is a member of the NCEO and the ESOP Association.