ESOP Valuation: Update on Litigation and Compliance
Presented by BVR Legal/Mealey's Conferences
Featuring Mike Hartman, Willamette Management Associates, Stephen Smith, Esq., Krieg DeVault LLP, and The Honorable Richard Mourdock, Indiana State Treasurer
Telephone Dial-In Audio Conference
Tuesday, October 14, 2008
10:00am-11:40am PT / 11:00am-12:40pm MT / 12:00pm-1:40pm CT / 1:00pm-2:40pm ET
Earn 2 CPE credits or 1.5 CLE credits for participating in this conference
Single Listener Rate
Register for Teleconference - $99.00 | Register for Teleconference & Conference Pack - $189
Unlimited Listener Rate
Register for Teleconference - $199.00 | Register for Teleconference & Conference Pack - $289
The convenient, interactive teleconference format allows you to train yourself and your colleagues without any travel expenses or time away from the office! The cost is just $249 for your entire office*! Purchase the On Demand Conference Pack which includes an audio recording and any ancillary reading materials or presentation slides accompanying the session. Add the On Demand Conference Pack for only $90 more when you initiate registration.The unlimited listener rate is good for a single connection with unlimited attendees. Multiple connections or phone line conferencing are subject to additional fees. An additional CLE fee of $49 per site is available for those pursuing CLE credit under the unlimited listener rate or an additional CPE fee of $49 per person for those pursuing CPE credit under the unlimited listener rate.
Agenda & Learning Objectives (Eastern Time):
1:00pm
- The Structure & Operation of Employee Stock Ownership Plans
- Leveraging the Considerable Tax & Other Economic Advantages
- Understanding and Mitigating the Disadvantages
- Shattering the Classic ESOP Myths You’ve Heard
- Exposing the Truths You Do Not Know
- Providing Guidance on Risk Management
- Drafting Transaction Fairness Opinions
- Understanding Social Policy Issues
- Ensuring Compliance: Getting it Right
Speakers Include:
Mike Hartman, Willamette Management Associates
Stephen Smith, Esq., Krieg DeVault LLP
The Honorable Richard Mourdock, Indiana State Treasurer
2:30
Q&A
2:45
Adjourn
CPE Credit Information Earn
2 Interactive CPE Credits (Consulting Services) |
BVR's Satisfaction Guarantee:
Business Valuation Resources offers a complaint resolution and refund policy with a 100% money-back guarantee. If you are not completely satisfied with your conference experience, or have any concerns or complaints, you may contact Business Valuation Resources at (503) 291-7963 ext. 102 for a satisfactory resolution of your concern or you may submit a written request for a full refund of this program to Stephanie Crader at: stephaniec@bvresources.com or mail to BVR, LLC, 1000 SW Broadway, Suite 1200, Portland, OR 97205.