ESOP Sustainability Client Symposium - SES Advisors
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ESOP Sustainability Client Symposium

Author: SES Advisors

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, 2012
Time: 9:00 a.m. – 4:00 p.m.
Location: Embassy Suites Philadelphia-Valley Forge, 888 Chesterbrook Blvd., Wayne, PA
Who Should Attend: 100% ESOPs, Companies considering a 2nd or 3rd stage transaction, S Corps,
C Corps
Register now (Deadline to register extended to Wednesday, October 17, 2012)

9:00 – 9:45 a.m. Registration, Continental Breakfast & Client/Staff Networking
9:45 – 10:00 a.m. Welcome, Announcements, Agenda, Goals & Expectations
—Tim Regnitz, SES Advisors
10:00 – 10:40 a.m. “Big Ideas”: Definition of ESOP Sustainability, History of Repurchase Obligation, Organizational and Cultural Structures
—Jim Steiker, SES Advisors, Inc
—Alex Moss, Praxis Consulting Group, Inc.
10:40 – 10:50 a.m. Break
10:50 a.m. – 12:10 p.m. “From Big Ideas to Nuts & Bolts Understanding”: Demonstration of interrelationship of company activities with long range planning. Topics include mechanics, planning tools, repurchase obligation funding strategies, valuation process & projections, redeem/recycle, re-leveraging, acquisitions and planning pitfalls.
—Brian Wurpts, SES Advisors, Inc.
12:15 – 2:00 p.m. Lunch
—Keynote Speaker: Steve Voigt, The King Arthur® Flour Company, Inc.
2:00 – 3:00 p.m. “The Long-Term View”: Corporate Governance, ESOP Fiduciary Issues, DOL Updates, Culture & Communications
—Alex Moss, Praxis Consulting Group, Inc.
—Jim Steiker, SES Advisors, Inc.
—Merri Ash, First Bankers Trust Services

Breakfast and lunch will be served. This event is free (with the exception of overnight accommodations) and reserved only for SES/SG&C clients. To make hotel reservations at the best rate available, contact Julia Grasch at 610.407.7171 or

CPE credits will be available for this event.

Register now (Deadline to register extended to Wednesday, October 17, 2012)

For more information, contact Alice Simons at 215.508.5639 or



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