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

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Funding and Managing the Repurchase Obligation | Managing Benefit Levels
(Concurrent Sessions 12)

Wednesday, October 4 :: 3:25–4:10
This session will explore how benefit levels can be managed through your ESOP funding strategy and repurchase method, and how those decisions impact the cost of repurchase obligations, account balances of participants, and shareholder returns.

Presenter

Judith L. Kornfeld

presenter photo

ESOP Economics, Inc.

Judy is founder and CEO of ESOP Economics, Inc. She works with ESOP companies on all aspects of repurchase obligation planning, focusing on developing strategies for managing and funding these obligations. Judy currently serves as chair of the board of directors of the NCEO. Judy holds a JD/MBA from the University of Pennsylvania Law School and the Wharton School.
Fall ESOP Forum