| sbf88胜博发手机版’s professionals regularly assist employee-owned companies on ESOP matters and have successfully guided many companies through the initial evaluation and implementation of an ESOP. We also serve as frequent speakers and authors on ESOP-related topics on a local, regional and national basis. |
2021 |
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| Sep. 28, 2021 Sandusky, OH |
“Assessing the Feasibility of an ESOP” 7th Annual Great Lakes Regional ESOP Conference |
| Sep. 28, 2021 Sandusky, OH |
“How to Effectively Communicate Financial Information in the New Environment” 7th Annual Great Lakes Regional ESOP Conference |
| Sep. 28, 2021 Sandusky, OH |
“What’s in Store for your 2021 ESOP Valuation” 7th Annual Great Lakes Regional ESOP Conference |
| Sep. 22, 2021 Recording |
“sbf88胜博发手机版uarterly: Is an ESOP Right for Your Company?” sbf88胜博发手机版 Webinar |
| June 15, 2021 Recording |
“Exit Planning Institute: Business Owner Fireside Chat – ESOPs” sbf88胜博发手机版 Webinar |
| May 5, 2021 Virtual |
“What’s In Store for Your Valuation?” 35th Annual Ohio Employee Ownership Center Conference |
| Apr. 6, 2021 Recording |
“ESOPs: An Introduction” sbf88胜博发手机版 Webinar |
| Feb. 23, 2021 Recording |
“Assessing the Feasibility of an ESOP” sbf88胜博发手机版 Webinar |
| Feb. 2, 2021 Recording |
“ESOPs: An Ownership Model for High-Performing Companies” sbf88胜博发手机版 Webinar |
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2020 |
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| Sep. 22, 2020 Virtual |
“Ask the Experts: A Q&A for Non-Management Owners” 6th Annual Great Lakes Regional ESOP Conference |
| Aug. 20, 2020 Virtual |
“Caring for Your Newborn ESOP” 34th Annual Ohio Employee Ownership Center Conference |
| Aug. 20, 2020 Virtual |
“The ABCs of Selling Your Company to an ESOP” 34th Annual Ohio Employee Ownership Center Conference |
| Aug. 20, 2020 Virtual |
“ESOP Feasibility Studies” Interview for the 34th Annual Ohio Employee Ownership Center Conference |
| Jul. 15, 2020 Virtual |
“ESOP Valuation – The Impacts of COVID-19” The ESOP Association 2020 Summer Webinar Series |
| Jun. 25, 2020 Recording |
“ESOPs and Contractors: “Building” an Ideal Succession Plan” sbf88胜博发手机版 Webinar |
| Jun. 17, 2020 Recording |
“ESOPs: A Strategic Alternative for Ownership Transition in a Post-COVID-19 Environment” sbf88胜博发手机版 Webinar |
| Jun. 10, 2020 Recording |
“Engineering a Better Ownership Model: ESOPs in the A&E Industry” sbf88胜博发手机版 Webinar |
| Jun. 4, 2020 Recording |
“How an ESOP Could Help Your Company Emerge from the COVID-19 Pandemic” sbf88胜博发手机版 Webinar |
| Mar. 26, 2020 Recording |
“ESOPs: A Savvy Business Succession Strategy” sbf88胜博发手机版 Webinar |
| Sep. 22, 2020 Virtual |
“Ask the Experts: A Q&A for Non-Management Owners” 6th Annual Great Lakes Regional ESOP Conference |
| Apr. 22, 2020 Virtual |
“Analyzing the Valuation Issues in Recent ESOP Lawsuits” National Association for Employee Ownership Annual Conference |
| Apr. 22, 2020 Virtual |
“15 Valuation Glitches” National Association for Employee Ownership Annual Conference |
| Mar. 25, 2020 Virtual |
“ESOPs: A Savvy Business Succession Strategy” sbf88胜博发手机版 Webinar |
| Mar. 5, 2020 Indianapolis, IN |
“How to Prepare Better Projections” Indiana Chapter of the ESOP Association Annual Spring Conference |
| Mar. 5, 2020 Indianapolis, IN |
“How to Prepare Better Projections” Indiana Chapter of the ESOP Association Annual Spring Conference |
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2019 |
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| Oct. 17, 2019 Sandusky, OH |
“Internal Trustee Checklist for ESOP Valuations” 5th Annual Great Lakes Regional ESOP Conference |
| Oct. 17, 2019 Sandusky, OH |
“How to Prepare Better Projections” 5th Annual Great Lakes Regional ESOP Conference |
| Oct. 17, 2019 Sandusky, OH |
“ESOP Valuation Issues Q&A” 5th Annual Great Lakes Regional ESOP Conference |
| Aug. 27, 2019 Virtual |
“Ownership Transition, ESOPs & NextGen: The Future Of Your AE Firm” sbf88胜博发手机版 Webinar |
| Apr. 25, 2019 Akron, OH |
“Assessing the Feasibility of an ESOP” 33rd Annual Ohio Employee Ownership Center Conference |
| Apr. 17, 2019 Lansing, MI |
“Analyzing the Valuation Issues in Recent ESOP Lawsuits” Michigan Chapter of the ESOP Association Annual Spring Conference |
| Apr. 17, 2019 Lansing, MI |
“Parenting an ESOP Company through its Stages of Life” Michigan Chapter of the ESOP Association Annual Spring Conference |
| Apr. 17, 2019 Lansing, MI |
“Ask the Experts Panel” Michigan Chapter of the ESOP Association Annual Spring Conference |
| Apr. 10, 2019 Pittsburgh, PA |
“Analyzing the Valuation Issues in Recent ESOP Lawsuits” National Center for Employee Ownership Annual Employee Ownership Conference |
| Mar. 21, 2019 Columbus, OH |
“How Do Successful ESOP Companies Build Financial Projections?” OH/KY Chapter of the ESOP Association Annual Spring Conference |
| Mar. 6, 2019 Indianapolis, IN |
“ESOP Companies Making Acquisitions: A Panel Discussion” Indiana Chapter of the ESOP Association Annual Spring Conference |
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2018 |
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| Oct. 18, 2018 Sandusky, OH |
“Assessing the Feasibility of an ESOP” 4th Annual Great Lakes Regional ESOP Conference |
| Oct. 18, 2018 Sandusky, OH |
“Demystifying the Valuator/Trustee Review Call” 4th Annual Great Lakes Regional ESOP Conference |
| Oct. 18, 2018 Sandusky, OH |
“How Tax Reform Impacts ESOPs” 4th Annual Great Lakes Regional ESOP Conference |
| Aug. 9, 2018 Lexington, KY |
“Potential Impacts of Tax Reform on ESOP Companies” OH/KY Chapter of the ESOP Association Annual Summer Conference |
| Apr. 27, 2018 Akron, OH |
“Walking a Tightrope: Serving as an ESOP Internal Trustee in 2018” 32nd Annual Ohio Employee Ownership Center Conference |
| Apr. 19, 2018 Atlanta, GA |
“Analyzing the Valuation Issues in Recent ESOP Lawsuits” National Center for Employee Ownership Annual Employee Ownership Conference |
| Apr. 11, 2018 Lansing, MI |
“Ask the Experts” Michigan Chapter of the ESOP Association Annual Spring Conference |
| Apr. 11, 2018 Lansing, MI |
“ESOPs and Tax Reform: The Valuation Impact for ESOP Companies” Michigan Chapter of the ESOP Association Annual Spring Conference |
| Mar. 21, 2018 Columbus, OH |
“Analyzing the New DOL Process Agreements for ESOP Transactions” OH/KY Chapter of the ESOP Association Annual Spring Conference |