RSM

Wisdom for the mature ESOP: Culture, concerns, succession and exit strategies

Wednesday, Aug. 23, 2017
8 a.m.–Noon

Join us for a presentation and panel discussion on important insights and updates affecting your organization’s employee stock ownership plan (ESOP).

Presentation topics will include:

Exit strategies: Selling an ESOP company and ESOP companies making acquisitions (combined topics)
Anne Bushman, Senior Manager, Washington National Tax, RSM US LLP

Mature ESOP concerns: Management succession, repurchase obligation and sustainability/board governance
Dave Diehl, Chief Executive Officer, Prairie Capital Advisors, Inc. and Franco Silva, Vice President, Prairie Capital Advisors, Inc.

Panel: Creating and fostering the right culture in an ESOP company

Moderator: Dave Diehl, Chief Executive Officer, Prairie Capital Advisors, Inc.
Panelists: Brian Baker, President and CEO, Sentry Equipment Corp
Anne Bushman, Senior Manager, Washington National Tax, RSM US LLP
Tom Ferree, Chief Financial Officer, Appvion, Inc.
Jeff Siemers, Chief Financial Officer, IEWC
Franco Silva, Vice President, Prairie Capital Advisors, Inc.

Agenda
8 a.m. Registration and breakfast
8:30 a.m. Program
11:30 a.m. Q&A

Location
Monona Terrace
1 John Nolen Drive
Madison, WI 53703

Who should attend?
Chief executive officers, chief financial officers, presidents and other leaders of ESOP companies in the state of Wisconsin.

Co-host
Prairie Capital

Cost
Complimentary

Questions?
Contact Stephanie Mason at +1 414 298 2803.