ACG Indiana October Networking Event

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ACG EVENT

Event Details

When:

October 13, 2015 1 AM EDT

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Overview

Body
 
 
 
ESOP: From Basics to Expansion
and Exit Strategy

 Join ACG Indiana and FEI as we host a panel of experts to discuss the complexities of Employee Stock Ownership Plans (ESOP). The event will consist of three sessions and cover everything from ESOP basics to maturation and exit strategies.  
Agenda 

SESSION 1 - ESOP Overview and Phase 1 Transactions 
(90 MINUTES)
  • Introductions of Panel Members
  • ESOP Basics and Legal Overview
  • ESOP Transaction - Phase 1
  • Introduction to ESOPs and Private Equity
  • Q & A
SESSIONS 2 & 3 - Mature ESOPs and ESOP Exit Strategies  
(COMBINED 90 MINUTES)
    • Overview of ESOP Administrative/Compliance
      Process & Summary
    • Evolution of Corporate Governance and Management Team
    • Evolution of Bank Relationship and Changing Credit Issues
    • 2nd Phase Transactions
    • Private Equity transactions in Existing ESOP Companies
    • M & A within ESOP Companies
    • ESOP Sales & Termination
    • Q & A
      PANELISTS INCLUDE:
      • Alexander Mounts - Krieg DeVault LLP
      • Phil Gutwein - Faegre Baker Daniels
      • Regina Carls - Chase Bank 
      • Dick Shuma - BMO Harris Bank
      • Andy Manchir - Katz, Sapper & Miller
      • David Jones - Merit Capital
      • Tom Totten - Nyhart
      • Mark Thompson - Wood-Mizer 
      • Philip Sheingold - CRI Indianapolis
          Moderated by George Cassiere - PACE Financial Group

      TIME
      2:45 pm - 7:30 pm, immediately followed by networking
       
      LOCATION
      Indianapolis North Marriott (Keystone)
      3645 River Crossing Parkway
      Indianapolis, IN
      Hosted by: ACG
      Chapter
      Indiana
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