News & Events
Mark Your Calendars: Upcoming Learning Opportunities
Author: Beth Chambers
Speakers from SES Advisors and our sister law firm, Steiker, Greenapple & Fusco, will be at a number of upcoming events. For more information, follow the links below or contact us.
November 12–13, 2015 — Several of our advisors will be presenting at The ESOP Association’s 2015 ESOP Conference and Trade Show in Las Vegas:
Jim Steiker will discuss “Duties and Responsibilities of Trustees.”
Tina Fisher will discuss “Diversification and Current Trends, Including Mandatory Diversification.”
The ESOP Association is holding a two-day open discussion forum for Professional Members of The ESOP Association.
Led by the Chairs of the highly respected Association Advisory Committees on Valuation, Finance, Legislative and Regulatory Affairs, Administration, Ownership Culture and Fiduciary Issues, this two day program will lay bare the tough issues facing ESOP professionals, and present the pros and cons of different views.
The goal is not only to air different view-points, but to move towards consensus as to “best practices” by the ...
SES Advisors is Proud to Sponsor NCEO's Event in Scottsdale, Arizona:
Is an ESOP Right for You?
James Steiker will speak on Tuesday, February 10th at 1:30PM
outlining ESOP Transaction Structures.
DATE AND TIME:
Tuesday, February 10th, 2015 | 1:30 PM - 2:15 PM PST
Chaparral Suites Scottsdale | 5001 North Scottsdale Road | Scottsdale, AZ 85250
DATE AND TIMES
Tuesday and Wednesday, February 10-11, 2015
Tuesday | Starting at 1PM, round-tables and speakers throughout the day and adjourning at 5:00PM with a wine and cheese service. Jim Steiker speaks ...
SC&H Presents: Liquidity and Succession Through an ESOP:
What Business Owners Should Know
Date: Wednesday, Oct 15, 2014 | 7AM - 10:00AM (EDT)
Location: The Ritz-Carlton Tyson’s Corner | 1700 Tysons Boulevard, McLean,VA 22102
Join panelists in an interactive three-panel session to learn about how an Employee Stock Ownership Plan (“ESOP”) can be a valuable liquidity and succession planning tool for private business owners.
Jim Steiker will be featured on this panel answering questions to the following topics:
The basics of an ESOP transaction and how an ESOP can be used ...
Is an ESOP Right for You? An In-Depth Look at Employee Stock Ownership Plans
Date: November 12 - 13, 2014
Location: Hampton Inn & Suites Miami Brickell/Downtown | 50 SW 12th Street | Miami, FL
Paul Fusco will be presenting a segment on Thursday, November 12th at 1:30pm entitled ESOP Transactions.
You will learn:
How to determine whether an ESOP is a good fit for your company
How to finance an ESOP
How to make choices about allocation, vesting, distribution, and voting rules
Critical legal, valuation, and plan administration concerns
Ways to ...
Mid-Atlantic Employers' Association Presents: Succession and Planning in ESOPs
Date: October 16, 2014
Location: The Atrium Building | 234 Mall Boulevard - Suite 200 | King of Prussia, PA
Jim Steiker is set to speak at the MEA Owner Event: Succession and Planning on October 16th. The event is scheduled to be at 3:00pm until 5:00pm (EST) followed by a cocktail reception.
This event will feature a panel of experts and owners sharing their experiences, and those of their clients, on how to take control over the succession process well in ...
"The Magic of ESOPs"
Date: October 8-10, 2014
Location: Disney's Grand Californian Hotel & Spa,
1600 Disneyland Drive - Anaheim, California 92803
Leslie Kearns will be speaking at The ESOP Association's CAWS (California/Western States) Chapter Conference next week, October 8 through the 10th at Disney's Grand Californian Hotel. She will be speaking about Basic ESOP Administration, from 2:oo - 3:00PM (PST) on Thursday, October 9th.
Also attending this event will be Deanna Peters of SES Advisors.
SES Advisors is a proud sponsor of this event.
You can find more information and ...
The S Corporation ESOP Seminar
Date: October 7-8, 2014
Location: Philadelphia, PA
If your company is, or is thinking of becoming an S ESOP corporation, this two-day seminar will help you identify the best practices in taking full advantage of the unique opportunities provided by this highly tax-favored way to organize a company.
Jim Steiker will speak on Tuesday, October 7th at 9:30AM. His presentation will include all you need to know about Becoming an S Corporation ESOP.
For more information and to view the agenda, ...
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.
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
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 ...