Union League at Liberty Hill
800 Ridge Pike
Lafayette Hill, PA 19444
Kreischer Miller's Katrina Samarin, Director, Tax Strategies, ESOP Group Co-Leader, participated in a panel discussion hosted by Delaware Valley Industrial Resource Center (DVIRC).
The session, titled “Social Dynamics: Managing the ‘Grey Wave’ and Succession Planning,” brought together leaders and professionals from across the manufacturing sector to explore key economic, policy, workforce, and technological trends shaping the year ahead.
Panelists included:
- Katrina R. Samarin, Director, Tax Strategies, ESOP Group Co-Leader, Kreischer Miller
- Ken Baker, Former CEO, NewAge Industries, Inc.
- Kevin McPhillips, Executive Director/CEO, Pennsylvania Center for Employee Ownership (PaCEO)
- Mark Steffens, CEO, Airline Hydraulics Corporation
Discussion Highlights: The panel focused on strategies for navigating succession planning and workforce transitions, with a particular emphasis on Employee Stock Ownership Plans (ESOPs) as a viable solution for business owners. Key points included:
- ESOPs as a tax-efficient and flexible exit strategy for owners.
- The role of ESOPs in enhancing employee engagement and driving business performance.
- Broader insights into economic trends and succession planning challenges impacting the manufacturing landscape.