ACG Indiana October Networking Event

Event Details

When:

October 13, 2015 1 AM EDT

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Overview

Body

ESOP: From Basics to Expansion
and Exit Strategy

Join ACG Indiana and FEI as we host a panel of experts to discuss the complexities of Employee Stock Ownership Plans (ESOP). The event will consist of three sessions and cover everything from ESOP basics to maturation and exit strategies.

Agenda

SESSION 1 - ESOP Overview and Phase 1 Transactions
(90 MINUTES)

Introductions of Panel Members
ESOP Basics and Legal Overview
ESOP Transaction - Phase 1
Introduction to ESOPs and Private Equity
Q & A

SESSIONS 2 & 3 - Mature ESOPs and ESOP Exit Strategies

(COMBINED 90 MINUTES)

Overview of ESOP Administrative/Compliance
Process & Summary
Evolution of Corporate Governance and Management Team
Evolution of Bank Relationship and Changing Credit Issues
2nd Phase Transactions
Private Equity transactions in Existing ESOP Companies
M & A within ESOP Companies
ESOP Sales & Termination
Q & A

PANELISTS INCLUDE:

Alexander Mounts - Krieg DeVault LLP

Phil Gutwein - Faegre Baker Daniels

Regina Carls - Chase Bank

Dick Shuma - BMO Harris Bank

Andy Manchir - Katz, Sapper & Miller

David Jones - Merit Capital

Tom Totten - Nyhart

Mark Thompson - Wood-Mizer

Philip Sheingold - CRI Indianapolis

Moderated by George Cassiere - PACE Financial Group

TIME

2:45 pm - 7:30 pm, immediately followed by networking

LOCATION

Indianapolis North Marriott (Keystone)

3645 River Crossing Parkway
Indianapolis, IN

Hosted by: ACG

Chapter

Indiana