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Heather McNabb
Heather is an ESOP manager at Blue Ridge Associates. Prior to that, she served as a senior manager at Crowe. She received her BA from the Ohio State University, and she also holds a certificate of accounting.
Webinar Details
This session reviews the process of creating and updating the amortization schedule for an ESOP internal loan. Our presenters will discuss a variety of challenges service providers face, including the timing of payments, the effect of working capital adjustments, and how prepayments influence the amortization schedule. We will also cover how these factors interact with share release calculations. Attendees will leave with practical guidance for managing amortization schedules across a range of client situations.
Learning Objectives
1. Understand the key parameters involved in preparing an amortization schedule and corresponding share release.
2. Develop a process to help ensure ESOP loan payments are made on time, and know what steps to take when they are not.
3. Gain knowledge of how to manage additional complexities such as working capital adjustments and prepayments.
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Presenters
Lori Stuart
Lori joined the SCJ team in 2025 as Managing Director of Client Relationships. She brings deep expertise in ESOP recordkeeping and consulting, paired with a sharp process-oriented mindset. For Lori, the ultimate reward is seeing employees retire with a substantial ESOP benefit they worked hard to build.
Thank you to our Sponsors
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