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Financing the Repurchase Obligation

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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:


Tina M. DiCroce

presenter photologo


Tina has spent her career advising C-level executives at ESOP companies on how best to manage and fund their ESOPs for long-term sustainability. She serves on The ESOP Association's Finance Advisory Committee and is a chapter officer for the Pennsylvania/Delaware Chapter of The ESOP Association. Tina is a well-known speaker in this industry, presenting frequently at conferences for employee-owned companies. She holds Bachelor of Arts and Master of Arts degrees from Villanova University.

Ashleigh Newlin

presenter photologo


Ashleigh Newlin is a Senior Advisor at Chartwell. Ashleigh started her career working corporate side where she has served as an investment analyst, division controller, and assistant vice president for global financial services. She is a graduate of Princeton University whose in-house experience and deep financial background is well-suited to serving Chartwell's sophisticated clients. Ashleigh sits on The ESOP Association's Advisory Committee on Administration. She is an NCEO member, and volunteers on the Programming Committee in the Pennsylvania/Delaware Chapter of The ESOP Association and helps with ESOP Emerging Leaders.