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WEBINAR: Unlocking ESOPs: Best Practices for Valuation Oversight & ERISA Compliance

Join Eric Blocher, Partner and Director of Business Valuation Services, alongside Danielle Guinter, Partner and Director of ERISA Services, and Shalane Cohen, a Principal with a wealth of experience. Together, they will be your guides through the intricate landscape of ESOP administration and oversight.

In this riveting webinar, dive deep into the realm of employee stock ownership plans (ESOPs) as we uncover the secrets to seamless administration and optimal oversight. Discover the art of dissecting your Company’s annual valuation report, gaining invaluable insights to propel your organization forward.

But that’s not all! Delve into recent ERISA court cases with us as we dissect the lessons learned and unveil actionable takeaways for Plan Sponsors. Don’t miss this opportunity to elevate your ESOP game and emerge as a champion of financial and human resources excellence.

Attendees of this McKonly & Asbury Webinar will gain insight on the following:

  • Best practices for administering and overseeing an ESOP from a Plan Sponsor‘s perspective
  • Things to consider when reviewing your ESOP’s valuation report
  • Lessons learned from recent ERISA Court Cases

ADDITIONAL DETAILS

Thursday, June 27 at 2 PM EST

This free, one-hour webinar will take place on Thursday, June 27 at 2:00 p.m. EDT. One “Specialized Knowledge” CPE credit is available for this webinar, as well as 1 SHRM PCD credit. The level for this webinar is basic and no prerequisites are required. This program is a live webinar which offers the opportunity to ask questions and interact with the presenters.

About the Authors

Danielle Guinter

Danielle Guinter, CPA, MaCC is a Partner as well as the Director of ERISA Services. As a member of the Audit & Assurance Segment, she focuses on providing client services particularly in the areas of construction and manufacturing as… Read more

Shalane Cohen

Shalane Cohen, CPA is a Director with the firm and a leader in the Audit and Assurance Segment serving middle-market, closely held businesses. She assists clients with financial statement audits, reviews and compilations, application… Read more

Eric Blocher

Eric Blocher, CPA, ASA, CVA and Partner is also the Director of Business Valuation services. With over 28 years of business valuation consulting experience, he has valued hundreds of closely held businesses in various industries includ… Read more

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