Please join us at the NCEO 2020 Employee Ownership Conference April 20 – 22, 2020 as we cover ESOPs: Beyond the Basics, Planning a Successful ESOP Transaction. Topics to include:
- Sell-Side Advisor
- Trustee Selection and the Request for Proposal (RFP)
- Trustee Due Diligence
- Plan Design
For full event details, visit the conference website.
Pete Prodoehl, Vice President – Consulting, Principal Financial Group; Stephen A. Martin, Senior Vice President, Argent Trust Company
Download a PDF of the presentation slides for "Planning a Successful ESOP Transaction"