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

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Creating a Sustainable ESOP...Challenges and Best Practices Part II
(Concurrent Sessions 8)

Wednesday, October 4 :: 10:30–11:15
As ESOPs mature, those responsible should reconsider whether they have the right strategy, plan rules, distribution approaches, governance, rebalancing and segregation rules, repurchase financing, and more.


Rhonda Levene

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AMDG Consulting LLC

Rhonda is CEO of AMDG Consulting, leading the company's business of providing services to early stage, high growth companies. She has more than 25 years of experience in the CPG industry, with two iconic global brands and most recently led one of the largest 100% owned ESOP companies in the U.S. Rhonda holds an MBA from the University of Dallas, BBA from Southern Methodist University, is a Texas CPA and has served on private, public and non-profit B

Cindy Prodoehl

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Principal Financial Group

Cindy is vice president, consulting at Principal Financial Group®. A senior member of the ESOP consulting team, Cindy has more than 30 years of experience working with employee owned companies. Her expertise includes complex transactions that require effective communication with diverse shareholder and employee groups. She is a member of the NCEO and a past member of its board of directors. Cindy is a member of The ESOP Association (TEA) and currently serves on the ownership culture committee. Cindy also serves on the education and communication committee of the Profit Sharing/401(k) Council of America (PSCA).
Fall ESOP Forum