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WEBINAR REPLAY

Don't Do That With Your ESOP

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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 our Colleen Kearney at 510-208-1311 or ckearney@nceo.org for additional information.

This replay was recorded on June 7, 2016.

About This Meeting

ESOPs benefit employees, sellers, and the organization's bottom line -- in most companies. From time to time, mistakes with an ESOP have caused legal problems for the company, personal loss to plan fiduciaries, and damaged morale. This session will cover a variety of "anti-case studies" and discuss different ways companies can avoid problems before they arise.

You will learn:

Program

Legal and Fiduciary issues
Merri Ash, First Bankers Trust Services
Financing and Operations
David Diehl, Prairie Capital Advisors, Inc.

Presenters

Merri E. Ash

presenter photologo

First Bankers Trust Services

Merri has more than 43 years experience in employee benefits services. Her past work experience includes work as a senior trust officer with SunTrust Bank, employee benefits consultant with Wyatt Company, benefits manager with Jonathon Corporation, an ESOP company and team leader and Senior Benefits Consultant with the National Automobile Dealers Association. She is a member of the NCEO, a past chairperson for the administrative advisory committee of The ESOP Association, current board of governors member for the National ESOP Association and current board of trustees member for the Employee Ownership Foundation. Merri has been with First Bankers since 2002.

David M. Diehl

presenter photologo

Prairie Capital Advisors, Inc.

Dave is the chief operating officer at Prairie Capital Advisors and oversees the day-to-day operations and the company's fairness opinion committee. On a project basis, he provides closely held businesses a complete understanding of the best available options for their ownership transition needs. He expertly executes projects for mergers and acquisitions, management buyouts, ESOPs, estate planning, and other corporate finance purposes. Dave serves as a trusted advisor to a diverse range of clients nationwide, delivering highly strategic consultation.