Tampa, FL :: October 3–4, 2017 (preconference on October 2)

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Assessing Feasibility
(Concurrent Sessions 3)

Tuesday, October 3 :: 11:25–12:10
What are the financial, strategic, and cultural issues involved in determining if an ESOP makes sense?


James Steiker

presenter photo

SES Advisors, Inc.

Jim is chairman and CEO of SES Advisors, Inc. and founding partner and chairman of its sister law firm, Steiker, Greenapple & Fusco, P.C. Jim is a corporate, pension, and tax attorney and financial advisor with more than 30 years of experience in ESOPs and other employee ownership matters. Jim currently serves on the ESOP Association board of governors. He is also a past trustee of the Employee Ownership Foundation and a past member of the board of directors of the NCEO. He is a frequent speaker and author on ESOP matters and serves as a director of nine ESOP companies.
Fall ESOP Forum