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Jim Steiker to Present at 2014 Exit Planning Conference in Fort Worth, TX

Date: September 30-Oct 1 Location: Fort Worth Convention Centers | 1201 Houston Street  Fort Worth, TX 76102 Jim Steiker will be giving a presentation and workshop that will be a 3-hour "ABC's of ESOP" Course SES Advisors is proud to be a sponsor of the Annual International Exit Planning Conference.  This conference will offer several networking opportunities amongst an international group of like-minded advisors from around the EPI community spreading seven countries. Find more information about the conference and register here. Read more

Upcoming Webinar Featuring Michael Golden

Galliard FBA Institute Webinar  |  Creative Collaboration: Teams That Work Date:  Friday, September 12, 2014 Time:  1:30 EST, 12:30 CST, 11:30 MST, 10:30 PST Cost: Galliard FBA Institute Members - FREE Non-members - $75.00 Join us for an engaging hour to look at how to identify the right partners to bring to our clients, how to ‘hand-off’ to another specialist when the time is right, and how to build and keep trust through the process. Join Lisë Stewart and Vicki Prock, Galliard Family Business Advisor Institute and ... Read more

Steiker, Greenapple, & Fusco to present at Multi-State ESOP Association Chapter Event in Scranton, PA

Date: Sept 17-18, 2014 Location: Hilton Scranton Conference Center | 100 Adams Ave, Scranton, PA 18503  Attendees: Jim Steiker, Paul Fusco, & Steve Greenapple. Presenting: Jim Steiker | Wednesday, September 17th  from 11AM-12:15PM. Forming and Operating a Board of Directors His session addresses the practical issues in forming and operating a board of directors for an ESOP company. Discussed will be management and the ESOP trustee role in forming the board and nominating directors. The practical aspects of a board, including director duties and expectations, how to conduct a board meeting, board ... Read more

Celebrating 25 years or more as an ESOP company

SES Advisors is proud to congratulate three of our long time clients who have been awarded The ESOP Association's 2014 Silver ESOP Award. Congratulations to: SECHAN Electronics, Inc. Lititz, PA Tunnell Consulting, Inc., King of Prussia, PA Unette Corporation Randolph, NJ We are proud of these three clients, but also all of the award winners who have shown a strong commitment to Employee Ownership. As ESOP Association President, J. Michael Keeling recently said: “Research proves that employee owned companies provide more sustainable employment and preserve locally-controlled jobs in today’s global economy.” ... Read more

Upper Valley Press Becomes 100 Percent Employee Owned

NORTH HAVERHILL, NH—February 19, 2014—Upper Valley Press announced that it has become 100 percent employee owned through an Employee Stock Ownership Plan.The company was founded in 1975 by Chip and Carol Harris and employs 95 employees. Upper Valley Press prints daily and weekly newspapers, as well as advertising circulars. Dennis DeVaux, senior vice president, Phil Hayward, president, and Chip Harris were the selling stockholders. All three executives will remain with the company.“It is important to us as stockholders to preserve local ... Read more

Welcome Back Tina Fisher

Tina Fisher returns to SES' Plan Services Group We are excited to welcome Tina back to the SES Advisors Plan Services Group. Tina will serve as vice president in the firm’s Ohio office, providing consulting and technical support to clients and internal staff on retirement plan design, compliance and administrative issues for ESOPs.Tina brings more than 21 years of experience working with qualified retirement plans, including 17 years focusing on clients with Employee Stock Ownership Plans (ESOPs). Contact Tina Fisher: 215.508.7717 tfisher@sesadvisors.com Medina, OH Read more

Jim Steiker to Present at the NSGA Management Conference and Team Dealer Summit in Indian Wells, CA

Date: April 27-30, 2014Location: Hyatt Regency Indian Wells Resort & Spa, 44600 Indian Wells Lane, Indian Wells, CAJim Steiker will present on Monday, April 28th.SES Advisors is proud to support the National Sporting Goods Association as presenters at the NSGA Management Conference and Team Dealer Summit. The historic 50th annual NSGA Management Conference and 16th annual Team Dealer Summit will once again have educational sessions geared toward team dealers that will give them more knowledge and power to succeed. The conference will also provide plenty of ... Read more

SES to Sponsor and Jim Steiker & Steve Greenapple to Present at the NCEO Employee Ownership Conference in Atlanta, GA

Date: April 8-10, 2014Location: The Atlanta Marriott Marquis Hotel, 265 Peachtree Center Ave., Atlanta, GASES Advisors is pleased to sponsor and present at NCEO's Employee Ownership Conference to be held April 8-10, 2014 in Atlanta, GA. This conference provides an ideal opportunity to learn, network, and share your knowledge with others. Over 1,000 attendees from across the US and around the world engage with each other through interactive sessions, presentations by leading experts, and peer discussion.Steve Greenapple will present A 100% ESOP ... Read more

IRS Issues Post Windsor Cafeteria Plan Guidance

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SES to Sponsor and Paul Fusco to Present at the NCEO Feasibility and Best Practices for S Corporation ESOPs Seminar in Scottsdale, AZ

Date: February 25, 2014Location: Chaparral Suites, 5001 North Scottsdale Road, Scottsdale, AZSES Advisors is pleased to sponsor and present at NCEO's Feasibility & Best Practices for S Corporation ESOPs seminar to be held February 25, 2014 in Scottsdale, AZ.  This one-day meeting brings together leading experts from around the country to provide a practical, step- by- step guide to determine if an ESOP will work for you, and if it does, how to set up a plan that will work.Paul Fusco will present ESOP Transaction Structures at 9:30 a.m. ... Read more
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