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2024 ESOP Annual Conference and Debrief
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Join us for 2024 ESOP Annual Conference and Debrief
If you are Eide Bailly staff, please register in the Learning Center.

Event Overview

The recordkeeping, administrative, and regulatory requirements of any employee stock ownership plan (ESOP) are significant and time-sensitive, with many moving parts and multiple responsible parties. Keeping up with it all can be a daunting task. The end-of-year ESOP conference offers an opportunity to review the information collected throughout the year, summarize the current year, and prepare for the next. We invite you to join our ESOP professionals as they shine a light on the key points of consideration gleaned from various employee-owned conferences and experiences.

Date and Time
Tuesday, December 3 | 11 a.m. - 12 p.m. CT
Location
Online (Webinar)
Cost
Free
Contact
webinars@eidebailly.com
Learning Objectives
  • Summarize our conference season thus far, highlighting key insights gained from each experience in the service industry.
  • Explore pertinent legal and regulatory cases related to ESOPs.
  • Assess the year-to-date economic landscape concerning valuation and cyber services.
  • Discuss news and developments in the ESOP community.
Presenter(s)
  • Davin Gustafson
    Davin Gustafson, J.D.
    Director
    Davin specializes in Employee Stock Ownership Plans (ESOPS), providing valuation, feasibility, and related advisory services.
    216.674.3730
  • Kirk Lindemann
    Kirk R. Lindemann, CPA
    Partner/National ESOP Services Leader
    Kirk specializes in employee-owned companies, focusing on ESOP consulting, tax and accounting services related to ESOPs and 401(k) plans. Kirk also provides audit, tax, accounting and business consulting services to a variety of businesses, including those in the manufacturing, professional services, construction and dealership industries. A firmwide resource on employee-owned companies, Kirk has spoken at the ESOP Association Midwest annual conference, the National Center for Employee Ownership (NCEO) annual conference and several local chapter events regarding accounting issues, ESOPs and employee-owned companies.
    701.476.8786
  • Matthew Silla
    Matthew Silla, CFA, ASA
    Principal
    Matt provides business valuation and advisory services to a wide variety of industries. He specialized in providing valuation and advisory services to ESOPs. He also completes valuations for financial reporting matters.
    216.674.3745
  • Eric Flickinger
    Eric Michael Flickinger, CPA, ABV
    Senior Manager
    Eric helps privately owned businesses determine how much they're worth. He collaborates closely with businesses to understand their valuation which is used for employee stock ownership plan administration, gift and estate taxes and corporate planning purposes.
    330.315.7801
  • CPE Credits
    1
  • Field Of Study
    Auditing
  • Level Of Knowledge
    Overview
  • Delivery Method
    Group-Internet Based
CPE Sponsors
Eide Bailly LLP 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.nasbaregistry.org
Additional Information
This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. CPE credit will only be granted to those that attend the live webinar. CPE credit will not be available for watching the recording or on-demand webinar. For information regarding a complaint and/or program cancellation policies, please contact Mye Collins.
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