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Contra-What?

Webinars

Continuing Education Credit Offered: CPE, Generic, ASPPA

This session will provide answers to questions of how the financials will look in the year of an ESOP transaction. The presenters will also provide examples of post-transaction accounting and presentation.

Learning Objectives:

1. Understand how an ESOP transaction changes the presentation of the financial statements.
2. Identify the purpose of the cash exchange on leveraged ESOP loans each year.
3. Obtain insight into the underlying calculations for determining share-based compensation upon release of shares from collateral.

Coming Soon

Presenters

Markus Dahl headshot Presenter company logo

Markus Dahl

Markus Dahl is an audit manager for Eide Bailly based out of their Fargo, ND office and has been working with employee owned companies since 2017. While he geeks out on the technical US GAAP accounting for leveraged ESOPs, stock appreciation rights, stock warrants, business combinations, and noncontrolling interests, he also advises on pre- and post- transaction implementation and the overall sustainability of Company-wide strategies for providing participant benefits.

 

Markus graduated with a B.S. in Accounting and Finance with a minor in Fraud Investigation from North Dakota State University and has his CPA license.

Barbara M. Clough headshot Presenter company logo

Barbara M. Clough

Barbara Clough is a Vice President at Blue Ridge Associates. Barbara has a deep understanding of the complexities involved in ESOP administration, her technical expertise includes navigating tricky administration and compliance issues. As an ERISA expert, she ensures adherence to Code Section compliance and provides strategic guidance to clients on plan design, legal matters, and IRS & DOL inquiries.

Accolades include: past Chairwoman of the Administration Advisory Committee, frequent speaker, author, Executive Committee member of the ESOP Association’s Public Policy Council and Vice President of Advocacy for the ESOP Association’s New England Chapter.

Thank you to our Sponsors

Blue Ridge
Chartwell
KSM
McDermott Will & Emery
PCE Investment Bankers, Inc.
Prairie
Praxis
Strategic Talent Partners
Texas Center for Employee Ownership