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Political Update on ESOPs

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. If you have a current subscription to the replays, log in here. (Replays are not available for individual purchase). Please contact Colleen Kearney at 510-208-1311 or for additional information.

This replay was recorded on October 14, 2014.

About This Meeting

This webinar provides the latest updates on how tax reform might affect ESOPs, the Department of Labor's fiduciary regulation project, new developments in state legislation, and other issues that could have an impact on ESOPs in the short and long term.

You will learn:


J. Michael Keeling

presenter photo

The ESOP Association

Michael is the president of the ESOP Association, a trade association that is the largest organization in America dedicated to ensuring employee-owned companies are effective in operating their ESOP in an environment of ownership. He is also president of the association's affiliated 501(c)(3) foundation. He is a graduate of Yale University and the University of Texas Law School. He is listed in Who's Who in American Politics and Who's Who in America.

Stephanie Silverman

presenter photologo

Venn Strategies, LLC

Stephanie Silverman is the founder and chief executive officer of Venn Strategies, LLC. In her practice, Stephanie works with clients to shape messages and strategies that will affect national policy debates and actions, principally on matters of economic policy. A frequent speaker on federal public affairs and political strategies, Stephanie also acts as president and executive director of ESCA, Employee-Owned S Corporations of America, which she helped to found after she worked as an advocate to pass federal laws in 1996 and 1997 first allowing S corporation ESOPs, and after those new rules came under attack by critics in the federal government. Before launching her own firm, Stephanie was a senior advisor in the Washington, DC government relations practice of Manatt, Phelps & Phillips. She has also been an associate in the global finance division of Citibank, N.A. and has run an independent policy research consulting practice in Philadelphia and Washington, DC. Stephanie is a frequent speaker and lecturer at the George Washington University, Georgetown University Law Center and the University of Pennsylvania Law School.