Heidi Walker, managing director in the Firm’s Valuation and Litigation Support Services group, will be presenting at the New England Chapter of The ESOP Association’s 2017 Annual Fall Conference. The ESOP Association is America’s largest employer-sponsored advocacy and education association focused on employee stock ownership plans. The New England Chapter provides educational services and resources to member companies within New England. The annual fall conference brings together ESOP companies, companies considering an ESOP, and service provides that assist in setting up and maintaining ESOPs.
ESOP 101 – Down to the Basics
Joe Verri, Morgan Stanley
Heidi Walker, Marcum LLP
Connie Woodmansee, Swerdlin & Company
Are you new to ESOPs? Or do you need a refresher on some of the basics? Then this is the session for you! This interactive session will review the core concepts of ESOPs, including a review of how they work and terms common in the ESOP world. This is the place to ask about that issue you have always had or ask that question you felt was “too basic.”
Heidi Walker, CPA, ABV, ASA, Managing Director, Valuation & Litigation Support Services