Date: April 3, 2013Location: Wyndham Garden Exton Valley Forge, Exton, PA
Please join SES Advisors for the annual spring ESOP seminar presented by the PA/DE chapter of The ESOP Association. This affordable, one-day conference will feature a legal and regulatory update, sessions on "pay or play" for ESOP companies and ESOP sustainability, and a Q&A profile of two successful local ESOP companies.
Brian Wurpts will present Sustainability Issues & Solutions for Mature ESOPs at 10:15 a.m.
For more information and to register, visit The ESOP ...
Date: March 27, 2013Location: Ramada Lansing Hotel and Conference Center, Lansing, MI
Please join SES Advisors' President of Plan Services, Doug Cannon, at The ESOP Association's Michigan chapter conference on March 27, 2013. The theme of this year's conference is Building Your Nest Egg Through ESOPs. We are pleased to support the Michigan chapter as a Break sponsor.
For more information about this and other upcoming conferences, please visit The ESOP Association website.
SES Advisors is pleased to announce the opening of our newest office in Tampa, Florida. Brian Wurpts, Vice President of ESOP Consulting, will continue to provide consulting services from this new location, including repurchase obligation studies, plan funding and design strategies, compliance issue resolution, development and/or modification of distribution policies, and other mature ESOP company needs.
Karen Hurley, Senior ESOP Administrator, has also moved to the Tampa office, and will be joined by her colleague, Kelly Irizarry, next month.
Brian can be reached at ...
Philadelphia, Pa. and Valparaiso, In. - February 4, 2013 - Please join us in congratulating several of our SES staff on their recent promotions.
Doug Cannon was promoted from Senior Vice President to President, Plan Services Division. Doug joined SES in 2010 with over 16 years of experience working with defined contribution plans and 10 years of experience with ESOP administration and compliance. Doug is responsible for overseeing the plan services group and ESOP consulting practice, and works to ensure the highest ...
Jim Steiker, Chairman, CEO & Founder, reflects on the firms evolution
Jim Steiker, founder of SES and of our sister law firm of Steiker, Greenapple, & Fusco, P.C., has focused his law practice on employee-owned companies and socially responsible businesses for 25 years. Jim represented a group of independent, socially-motivated investors who attempted to take Ben & Jerry's private in lieu of a proposed sale of the company to a large competitor. He later represented Ben Cohen, one of the company's founders, in the sale to Unilever in 2000 and helped negotiate ...
September 12, 2012 - Jim Steiker, Chairman and CEO of SES, joins speakers from Reliance Trust, Stout Risius Ross and B Lab for a complimentary webinar on how B Corps and ESOPs can work together.
Date: Wednesday, September 12, 2012Time: 1:30 - 2:30 p.m. EDTPresenters: Jim Steiker - SES Advisors, Howard Kaplan (moderator) - Reliance Trust, Aziz El-Tahch - Stout Risius Ross and Jay Coen Gilbert - B LabTopic: "B" a Better ESOP - Why the Marriage of B Corps and ESOPs ...
Date: October 14-17, 2012 Location: Boca Raton Resort, 501 East Camino Real, Boca Raton, FL
SES Advisors has been an exhibitor at ACEC conferences for the past two years. Many of our clients are members of this trade organization, which represents 5,000 firms and over 500,000 employees nationwide.
Stop by our booth to meet two of our Senior Vice Presidents, Tim Regnitz from our Chicago office, and Steve Allison from our Dallas office. Pick up a complimentary Introduction to ESOPs booklet and learn how an ...
Date: September 18-19, 2013Location: Hilton Scranton & Conference Center, 100 Adams Avenue, Scranton, PA
SES Advisors is an annual supporter and presenter at the multi-state conference in Scranton, hosted by the NJ/NY and PA/DE chapters of The ESOP Association. Alice Simons, SES' Director of Marketing, serves as vice president of the PA/DE chapter. This is one of the most popular regional ESOP conferences on the East Coast every year.
Steve Greenapple will co-present Board & Trustee Duties 101 at 11:00 a.m. on September ...
Exclusively for SES and SG&C clients!
Join SES Advisors and SG&C for this exclusive client symposium on ESOP Sustainability. Attendees can expect presentations from key leadership, two other top ESOP professionals, and this year's keynote speaker, Steve Voigt of The King Arthur Flour Company, Inc. If your goal is to sustain your ESOP over the long term, we encourage you to attend this complimentary event.
Date: Wednesday, October 24, 2012Time: 9:00 a.m. - 4:00 p.m.Location: Embassy Suites Philadelphia-Valley Forge, 888 Chesterbrook Blvd., Wayne, ...