Join us in Albuquerque this October for our Fall ESOP Forum

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

Home » Webinars »

WEBINAR REPLAY

Don't Do That With Your ESOP

This meeting has already taken place or is otherwise inactive.

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 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 is the senior vice president at First Bankers Trust Services, Inc. Merri has more than 40 years' experience in employee benefits services. She is a past chairperson for the administrative advisory committee of the ESOP Association, former board 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.

David is chief executive officer of Prairie Capital Advisors. He provides closely held businesses with a complete understanding of the best available options for ownership transition. David expertly executes projects for mergers and acquisitions (M&A), management buyouts (MBO), and employee stock ownership plans (ESOPs). He holds an MBA in finance from Northwestern University's J.L. Kellogg Graduate School of Management and a BS from Indiana University.