Register Now for the 2019 Fall ESOP Forum (Salt Lake City, Sept. 17–18)

Are you an NCEO member? Learn more or sign up now.

Home » Webinars »

WEBINAR REPLAY

Assessing Your ESOP Service Providers

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 ckearney@nceo.org for additional information.

About This Meeting

ESOPs are a very specialized field. How do you know if your advisors are truly qualified? What happens if you switch trustees or appraisers mid-stream? What should your agreements with providers include? How should you make sure provider are working well with one another?

You will learn:

Presenters

Michael J. McGinley

presenter photologo

Prairie Capital Advisors, Inc.

Michael operates and manages Prairie Capital Advisors' Atlanta office. He specializes in all aspects of ownership transition financial advisory services to business owners, boards of directors, and trustees, including employee stock ownership plans (ESOPs), mergers and acquisitions (M&A), and capital raising. He currently serves as a member of the ESOP Association's valuation advisory committee. Michael was recognized as a Top 40 Under Forty honoree by the National Association of Certified Valuators and Analysts (NACVA).

Corey Rosen

presenter photologo

National Center for Employee Ownership

Corey Rosen, PhD, is the cofounder and senior staff member of the NCEO. He co-authored, along with John Case and Martin Staubus, Equity: Why Employee Ownership Is Good for Business (Harvard Business School Press, May 2005). Corey has written, edited, or contributed to dozens of books, articles, and research papers on employee ownership. He is generally regarded as the leading expert on employee ownership in the world. Corey worked on Capitol Hill for five years, where he helped initiate and draft legislation on ESOPs and employee ownership.