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LIVE WEBINAR

(Group-Internet Based)

ESOPs and Loans: Releveraging, Non-Bank Financing, and Working Capital

October 24, 2017 (9:30 am-10:30 am Pacific)

About This Meeting

This seminar looks at some cutting edge ideas for ESOP financing, including releveraging your plan to help get new employees ownership, finding financing from sources other than banks, and developing new source of working capital.

This Webinar will cover

Program

9:30 AM ESOPs and Loans: Releveraging, Non-Bank Financing, and Working Capital
Cara Benningfield, BKD, LLP; Thomas Mug, Greensfelder, Hemker & Gale, P.C., and James Martin, Stoll Keenon Ogden PLLC
10:30 AM adjourn

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Presenters

Cara Benningfield

presenter photologo

BKD, LLP

Cara is a partner at BKD, LLP. Cara leads the firm's national ESOP practice. Her experience with ESOPs includes transaction structuring, providing financing assistance, tax planning, and coordinating transaction closings, as well as ongoing plan administration. She is a member of the American Institute of CPAs and the Kentucky Society of Certified Public Accountants. Cara is a 2001 graduate of Campbellsville University, KY, with a BS in accounting, and a 2003 graduate of Western Kentucky University, Bowling Green, with an MBA.

Jim B. Martin, Jr.

presenter photo

Stoll Keenon Ogden PLLC

Jim represents closely held businesses in tax controversies (including the use of partnerships and LLCs), employee benefit programs focusing on ESOP transactions, mergers and acquisitions, succession planning, business divorces, capital formation, like kind exchanges, and land banking transactions at the Louisville law firm of Stoll Keenon Ogden PLLC. He is a graduate of the University of Louisville School of Law, where he has taught business law. Jim began his career as an attorney with the Internal Revenue Service's Office of Chief Counsel.

Thomas H. Mug

presenter photologo

Greensfelder, Hemker & Gale, P.C.

Tom is an officer with the St. Louis law firm of Greensfelder, Hemker & Gale, P.C. His practice is concentrated in tax law, focusing on employee benefits, executive compensation, and business transactions. Tom is active in the ESOP arena, where he has worked with companies in a variety of industries providing legal advice regarding the design, establishment, and ongoing administration of ESOPs. He also counsels lenders and trustees in ESOP transactions.

Registration

NCEO members: Free.

Nonmembers: See below for fees.

General Registration Information

If you do not need continuing education credit you may simply access the Webinar access instructions in the members area of our Web site (user name and and password required).

Participants requesting continuing education credit do need to register once in the registration section of members area of our Web site (username and password required) and you will registered for as long as your membership is active.

If you are not a member and do not wish to join but would like to attend a Webinar, we invite you to attend one as our guest ($150 per Webinar thereafter as a nonmember).

For help with your user name and password or for any additional information, please contact Colleen Kearney at 510-208-1311 or ckearney@nceo.org.

Continuing Education Credit

To receive continuing education credit for our Group-Internet Based Webinars, participants must be registered for the Webinar and log in to the Webinar under their own name. Participants must respond by poll to all the questions posed by the moderator. Participants failing to respond to the questions will not be eligible for continuing education credit. To receive a certificate of completion, please indicate the type of certificate you would like on the ReadyTalk Participation Registration page. Upon confirmation of your participation, you will be sent a certificate via email from Colleen Kearney within the next 2 weeks.

CPE Credit

The National Center for Employee Ownership (NCEO) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

This program is a "group-Internet based" offering and provides 1.00 hour of CPE credit for accountants in the area of "specialized knowledge and applications." The material is basic level. No prerequisites or advanced preparation is needed. For more information regarding administrative policies such as complaint and refund, please contact the NCEO at 510-208-1300.

IRS Credit

The National Center for Employee Ownership (NCEO) is registered with the IRS as an approved provider of continuing education credit. This program provides 1.00 hour of IRS credit for Enrolled Retirement Plan Agents. Programs listed in other areas of our Web site are not approved for continuing education credit for Enrolled Retirement Plan Agents. Attendees must provide a PTIN with their registration in order to obtain IRS CE credit. Continuting education credit is not mandatory for tax return preparers.

SHRM Credit

This program is valid for 1.00 PDC for the SHRM-CPSM or SHRM-SCPSM.

Cancellation Policy

Simply mark the dates of those Webinars you wish to attend on your calendar, and log in at the scheduled time. There is no need to advise us which ones you plan to attend. If you are an NCEO member no notice of cancellation is required. Live Webinars are a NCEO membership benefit and are free; therefore, refunds are not applicable. If you are not an NCEO member and have paid to attend, a full refund will be issued, less a $35 administrative fee, if the request is received by the close of business on 24 business hours prior to the broadcast. Cancellations made after that date will be eligible for credit toward another program, minus a $35 administrative fee. If you do not attend and do not cancel, no refund will be issued.