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Recent Trends with ESOP Structures Advanced
(Concurrent Sessions 6)
E2 Wednesday, April 10 :: 10:20–11:40
The structure of ESOPs are constantly evolving and changing. Join a panel of ESOP experts who will share with you
the latest trends impacting ESOP companies throughout the lifecycle of an ESOP. Including the use of warrants,
other forms of capital to finance mature ESOPs, and trends in ESOP terminations.
Sandy has more than 20 years of public accounting experience with both privately held and public companies. As companies grow and address their exit strategies, she can help the company determine their course of action and, if it is the right fit, assist in the transition of the organizations to employee ownership through an ESOP. This includes a feasibility study, leading them through the transaction, and then auditing and tax services for the company as well as audits of the ESOP plan.
Columbia Financial Advisors, Inc.
Donny is a principal and shareholder at Columbia Financial Advisors, Inc., specializing in ESOP valuation and financial advisory services and appraisals for estate and gift tax purposes. He is an accredited senior appraiser of the American Society of Appraisers, designated in business valuation. Donny is also a member of the ESOP Association's valuation advisory committee and membership chair of the Northwest Chapter of the ESOP Association. He is a frequent speaker on the subjects of ESOP appraisal and financial advisory issues.
Leah is a vice president in the ESOP Advisory Group at J.P. Morgan Chase & Co. Her role is to help bankers and clients understand ESOP-related issues throughout the lifecycle of an ESOP, including newly established and mature plans. Prior to joining J.P. Morgan, Leah was an ESOP consultant at Principal Financial Group, where she focused on feasibility, benefit level, and repurchase liability studies. Prior to Principal, she worked as a senior associate with Duff & Phelps. While at Duff & Phelps, Leah provided financial advisory services to boards, shareholders, and senior management of public and private companies.