Pittsburgh , PA :: April 9–11, 2019 (preconference on April 8)

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How has Employee Ownership Changed over the Past 20 Years?
(Concurrent Sessions 1)

LG Tuesday, April 9 :: 9:00–10:15


Ronald Gilbert

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ESOP Services, Inc.

Ronald is president of ESOP Services, Inc., an international consulting firm. He is on the ESOP Association's Board of Governors, the boards of four ESOP companies, and is a former NCEO board member. With 40 years of experience, Ron is co-author of Employee Stock Ownership Plans, the most comprehensive work on the subject, published by the Beyster Institute. Ron worked with Louis Kelso, the "father" of the ESOP.

Robert F. Schatz

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Schatz Brown Glassman LLP

Robert is a partner with ESOP Plus: Schatz Brown Glassman LLP, a nationally known boutique ESOP and exit planning law firm. Recipient of the 2015 M&A Awards in 2015 and 2016 for, "Best Boutique U.S. ESOP Law Firm" and "Excellence in ESOP Transaction Planning - USA," we help owners dispassionately compare the benefits of selling to an ESOP vs. outright sales, private equity and management buyouts. He advises ESOP companies, trustees, and lenders about ERISA, tax, and general legal issues. Rob is a fellow in the American College of Employee Benefits Counsel and Association of Commercial Finance Attorneys.

Marc S. Schechter

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Butterfield Schechter LLP

Marc is an attorney and partner in the law firm of Butterfield Schechter LLP and specializes in the areas of employee benefits, ERISA, and related business matters. He has experience designing, drafting, and implementing all types of employee benefit programs, with an emphasis on ESOP transactions. He has significant experience with ERISA litigation matters and representing plan sponsors in audits with the IRS and DOL relating to employee benefit plans. Marc is also an active speaker on employee benefit law topics for a wide variety of organizations.

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