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WEBINAR REPLAY

Decision Making for ESOP Sustainability

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 July 11, 2017.

About This Meeting

With more and more ESOPs looking to stay employee owned long term, keeping an ESOP financially and culturally sustainable has become one of the most talked about ESOP issues. This Webinar will look at such issues as repurchase policies, rebalancing and segregation to keep stock flowing to newer employees, distribution rules that work for the long-term, and other ways to keep an ESOP relevant and sustainable.

You will learn:

Program

Decision Making for ESOP Sustainability
Lian Gravelle, ESOP Plus: Schatz Brown Glassman LLP

Presenters

Lian Gravelle

presenter photologo

ESOP Plus: Schatz Brown Glassman LLP

Lian joined ESOP PlusŪ in January 2014 with six years of ESOP trustee and administrative experience. Lian's ESOP PlusŪ practice is focused on implementing ESOP transactions and maintaining compliance with federal regulations governing ESOPs. Lian has extensive experience with many facets of ESOPs including initial plan design and amendments, transactions, fiduciary duties, and IRS and Department of Labor audits. Lian is a cum laude graduate of Syracuse University and Valparaiso University Law School. She is admitted to the bar of Indiana and New York.