Center for Private Company Excellence Seminar: ESOP Mini Conference

Center for Private Company Excellence


April 17, 2015
8:00am to 1:00pm
Crowne Plaza
King of Prussia, PA


This ESOP mini-conference provided a chance to gain valuable information and insights from industry experts and leaders of ESOP companies. Content was directed at existing ESOP companies and companies that are considering ESOPs as a transfer strategy.

Attendees learned:

  • How ESOPs rank among the various private company transfer strategies
  • The mechanics of setting up an ESOP and making it work over the long-term
  • An update on the latest tax, accounting, and DOL issues
  • How to make your ESOP work for your team – training and communication strategies
  • The effect of ESOPs on employee morale, performance, hiring, and retention
  • ESOP sustainability – managing repurchase obligations, governance, and coordination of advisors
  • A panel discussion and Q&A with ESOP company leaders

View clips from the seminar: