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WEBINAR REPLAY

Financing the Repurchase Obligation

NCEO Webinar replays are the recorded version of our live Webinars, using PowerPoint presentations viewed online. To purchase a twelve-month subscription providing unlimited access to all recorded Webinars, including this one, follow this link. (Replays are not available for individual purchase). Please contact Andrea Johnson at 510-208-1309 or ajohnson@nceo.org for additional information.

This replay was recorded on July 15, 2014.

About This Meeting

There are several ways to finance the repurchase obligation, including
"pay-as-you-go" funding, pre-funding, paying dividends/S corporation
distributions, corporate-owned life insurance, and incurring debt, i.e.,
releveraging the ESOP. The methods for handling repurchased shares, i.e.,
redeeming or recycling, will also be discussed. This webinar will cover the
mechanics as well as pros and cons of each approach.

You will learn:

Presenters

Tina M. DiCroce

presenter photologo

ESOP Economics, Inc.

Tina is a director at ESOP Economics, a nationally recognized firm specializing in repurchase obligation studies, software, and consulting. Tina manages the firm's repurchase obligation study and consulting practice, and consults with companies on managing and funding their ESOPs for long-term sustainability. In addition, Tina is involved in the firm's marketing and business development efforts, and in supporting its Telescope™ software. She is known as an expert in her field.

Ashleigh Newlin

presenter photologo

ESOP Economics, Inc.

Ashleigh Newlin is a Director at ESOP Economics, a nationally recognized firm specializing in repurchase obligation studies, software, and consulting. She manages Telescope[tm], ESOP Economics' software for forecasting repurchase obligations. Ashleigh also works with ESOP companies to forecast their repurchase obligations and evaluate alternative strategies for managing and funding them. Ashleigh serves on the ESOP Association's Administration Advisory Committee, and on its PA/DE chapter programming committee. Ashleigh earned a BSE in Operations Research and Financial Engineering from Princeton University.