03/19/10
ESOPs Update, presented to the Employee Benefits Committe of the Chicago Bar Association, Chicago
Presentation | Speech
Brian Hector
02/05/09
ESOP Sustainability, presented at the Illinois Chapter of The ESOP Association's 2009 Winter Conference, Oak Brook, IL
Presentation | Speech
David Ackerman
11/05/08
ESOPs as an Exit-Planning Strategy, presented at the Certified Exit Planning Advisor Program sponsored by the Exit Planning Institute, Chicago
Presentation | Speech
David Ackerman
09/26/08
Sorting Through the Board of Directors/Board of Trustees Interface, presented at The ESOP Association's 2008 Annual Board of Directors of ESOP Companies Retreat, Chicago
Presentation | Speech
David Ackerman
09/11/08
ESOPs as a Liquidity or Exit Strategy, presented at the National Trust Closely Held Business Association's 2008 Annual Workshop, Sedona, AZ
Presentation | Speech
David Ackerman
07/24/08
Repurchase Obligation / Valuation Issues, presented at The ESOP Association's ESOP Sustainability Seminar, Chicago
Presentation | Speech
David Ackerman
05/28/08
Planning for Ownership Succession in the Family Business, presented to the Valley Industrial Association, Geneva, IL
Presentation | Speech
David Ackerman
04/18/08
ESOP Legal Update, presented at the 2008 Ohio Employee Ownership Conference, Akron, OH
Presentation | Speech
David Ackerman
04/03/08
Facing New Challenges as Your ESOP Matures, presented at the National Center for Employee Ownership's 2008 Annual Employee Ownership Conference, Chicago
Presentation | Speech
David Ackerman
02/07/08
The Tribune Company ESOP Transaction, presented at the Illinois Chapter of The ESOP Association's 2008 Winter Conference, Oak Brook, IL
Presentation | Speech
David Ackerman
01/17/08
ESOP Legal Issues, presented at the Alliance of Merger & Acquisition Advisors' 2008 Winter Conference, Las Vegas, NV
Presentation | Speech
David Ackerman
11/09/07
The Role of ESOP Fiduciaries in Corporate Transactions, presented at The ESOP Association's 2007 Vegas Conference & Trade Show, Las Vegas, NV
Presentation | Speech
David Ackerman
11/08/07
Capital Planning Alternatives for Successful ESOP Companies, presented at The ESOP Association's 2007 Vegas Conference & Trade Show, Las Vegas, NV
Presentation | Speech
David Ackerman
10/23/07
Who Are Fiduciaries? and What are Their Key Responsibilities? presented at the Conference on Fiduciary Issues for Internal ESOP Trustees sponsored by the National Center for Employee Ownership, Chicago
Presentation | Speech
David Ackerman
09/25/07
ESOP Acquisitions: Doing it the Sam Zell Way, presented at The Deal's Innovative Deal Financing Conference, New York
Presentation | Speech
David Ackerman
05/15/07
Governance & Fiduciary Overview and Potential Conflicts, presented at The ESOP Association's 2007 Annual Conference, Washington, D.C.
Presentation | Speech
David Ackerman
02/16/07
Going to 100-Percent ESOP Ownership, presentation at The ESOP Association's 2007 S Corporation ESOP seminar, Orlando, FL
Presentation | Speech
David Ackerman
01/25/07
Legislative and Regulatory Update, presentation at the Illinois Chapter of The ESOP Association's Winter 2007 conference, Oak Brook, IL
Presentation | Speech
David Ackerman
11/09/06
Issuing Warrants in ESOP Transactions, presented at The ESOP Association's 2006 Las Vegas Conference & Trade Show, Las Vegas, NV
Presentation | Speech
David Ackerman
11/02/06
ESOPs as a Succession Planning Strategy, presented to the Chicago Bar Association's Federal Taxation Committee, Chicago
Presentation | Speech
David Ackerman
10/25/06
Corporate Governance in ESOP Companies, presented at the Seminar on Fiduciary Issues for Internal ESOP Trustees sponsored by the National Center for Employee Ownership, Chicago
Presentation | Speech
David Ackerman
05/17/06
Mergers and Acquisitions Involving ESOP Companies, presented at The ESOP Association's 2006 Annual Conference, Washington, D.C.
Presentation | Speech
David Ackerman
04/26/06
Dealing with Audits and Litigation in an ESOP Company, presented at the National Center for Employee Ownership's 2006 Employee Ownership Conference, Minneapolis
Presentation | Speech
David Ackerman
04/21/06
ESOP Trustees: Current Issues & Legal Update, presented at the 2006 Ohio Employee Ownership Conference, Akron, OH
Presentation | Speech
David Ackerman
03/09/06
Defendants' Perspective in Employer Stock Litigation, presented at seminar sponsored by the Chicago Bar Association, entitled ERISA's Latest Title Wave, Lessons from Employer Stock Litigation, Chicago
Presentation | Speech
David Ackerman
02/23/06
Going to 100-Percent ESOP Ownership, presented at The ESOP Association's 2006 S Corporation ESOP seminar, Orlando, FL
Presentation | Speech
David Ackerman
12/15/05
S Corporation Issues, presented at a Webinar sponsored by the National Center for Employee Ownership
Presentation | Webinar
David Ackerman
11/10/05
Basic Fiduciary Issues, presented at The ESOP Association's 2005 Two-Day conference, Las Vegas, NV
Presentation | Speech
David Ackerman
11/10/05
Legal Aspects of Corporate Governance, presented at The ESOP Association's 2005 Two-Day conference, Las Vegas, NV
Presentation | Speech
David Ackerman
09/15/05
Amsted Industries Case Study, presented at The ESOP Association's 2005 Repurchase Obligation seminar, Chicago
Presentation | Speech
David Ackerman
July/August 2005
ESOPs for S Corporations, Journal of Passthrough Entities
Outside Publication | Article
David Ackerman
05/20/05
ESOP as a Succession Planning Strategy, presented at a seminar sponsored by the Wisconsin Institute of Certified Public Accountants, Madison, WI
Presentation | Speech
David Ackerman
05/11/05
Lessons for Fiduciaries from Recent Case Law & Rulings, presented at The ESOP Association's 2005 Annual Conference, Washington, D.C.
Presentation | Speech
David Ackerman
05/07/05
ESOPs as a Succession Planning Strategy, presented at the American Institute of Certified Public Accountants' Retirement Planning Seminar, Las Vegas, NV
Presentation | Speech
David Ackerman
04/25/05
ESOPs as a Succession Planning Strategy¸ presented at the National Automobile Dealers Association CFO Roundtable, Chicago
Presentation | Speech
David Ackerman
04/22/05
ESOP Advanced Fiduciary Issues, presented at the National Center for Employee Ownership's 2005 Annual Conference, San Francisco
Presentation | Speech
David Ackerman
04/12/05
The ABC's of ESOPs, presented at the Michigan Chapter of The ESOP Association's 2005 Spring ESOP Conference, Lansing, MI
Presentation | Speech
David Ackerman
02/24/05
Basic Fiduciary Issues, presented at The ESOP Association's 2005 S Corporation Seminar, Orlando, FL
Presentation | Speech
David Ackerman
2005
Legal Considerations for S Corporation ESOPs (Chapter 2), S Corporation ESOPs, 2nd ed. (National Center for Employee Ownership)
Outside Publication | Chapter
David Ackerman
05/13/04
Mergers and Acquisitions Involving ESOP Companies, presented at The ESOP Association's 2004 Annual Conference, Washington, D.C.
Presentation | Speech
David Ackerman
04/29/04
Should You Convert Your ESOP Company from a "C" Corporation to an "S" Corporation?, presented at the National Center for Employee Ownership's 2004 Employee Ownership Conference, Chicago
Presentation | Speech
David Ackerman
02/26/04
Fiduciary Issues in S Corporation ESOPs, presented at The ESOP Association's 2004 S Corporation Seminar, Orlando, FL
Presentation | Speech
David Ackerman
11/20/03
Tax Implications, Opportunities, and Pitfalls for ESOP Companies in Mergers and Acquisitions, presented at The ESOP Association's 2003 Two-Day Conference, Las Vegas, NV
Presentation | Speech
David Ackerman
07/11/03
Legal Aspects of ESOP Communications, presented at The ESOP Association's 2003 Communications Conference, Chicago
Presentation | Speech
David Ackerman
05/30/03
ESOPs in Going-Private Transactions, presented at the Financial Managers Society's Conference on Considering Going Private, Washington, D.C.
Presentation | Speech
David Ackerman
04/30/03
Fiduciary Issues for Internal Trustees, presented at The ESOP Association's 2003 Annual Conference, Washington, D.C.
Presentation | Speech
David Ackerman
04/11/03
Technical Issues: Update for Sub-S ESOPs, presented at the 2003 Ohio Employee Ownership Conference, Akron, OH
Presentation | Speech
David Ackerman
02/28/03
Executive Compensation: Issues for S Corporation ESOPs, presented at The ESOP Association's 2003 S Corporation ESOP seminar, Orlando, FL
Presentation | Speech
David Ackerman
01/16/03
Corporate Governance in ESOP Companies, presented at the Illinois Chapter of The ESOP Association's 2003 Annual Conference, Oak Brook, IL
Presentation | Speech
David Ackerman
2003
ESOPs and S Corporations (Chapter 8, 7th ed.), Selling to an ESOP (National Center for Employee Ownership)
Outside Publication | Chapter
David Ackerman
12/04/02
Planning for Ownership Succession in the Family Business, presented to the Financial Planners Association of Illinois, Northbrook, IL
Presentation | Speech
David Ackerman
11/14/02
Buying or Selling a Business: Structuring and Tax Planning, presented at The ESOP Association's 2002 Two-Day Conference, Las Vegas, NV
Presentation | Speech
David Ackerman
10/09/02
How ESOPs Work, presented at a workshop sponsored by the National Center for Employee Ownership, Chicago
Presentation | Speech
David Ackerman
09/19/02
ESOPs & Spin-Offs, presented at the Strategic Research Institute's seminar on Executing and Funding Spin-Offs and Divestitures in an Illiquid Market, Chicago
Presentation | Speech
David Ackerman
09/14/02
Repurchase Liability Impact Resulting from Corporate Governance, Executive Compensation, and Administrative Processes, presented at The ESOP Association's 2002 Repurchase Obligation seminar, Chicago
Presentation | Speech
David Ackerman
08/12/02
Audits of Employee Stock Ownership Plans, presented to the U.S. Department of Labor, Pension & Welfare Benefits Administration, Chicago Regional Office
Presentation | Speech
David Ackerman
06/24/02
Dealing with a Tight Credit Market and Alternative Sources of Capital: ESOPs, Overfunded Pension Plans, and Other Retirement Plan Assets, presented at the Strategic Research Institute's Public-to-Public Private & Small Cap Financing seminar, Los Angeles
Presentation | Speech
David Ackerman
06/20/02
Avoiding Taxes: Tax-Free Sales to ESOPs, presented at a meeting of Midwest Business Brokers and Intermediaries, Chicago
Presentation | Speech
David Ackerman
04/24/02
ESOP Basics for Management, presented at the National Center for Employee Ownership's 2002 Employee Ownership Conference, Chicago
Presentation | Speech
David Ackerman
04/12/02
The New S Corp ESOP Anti-Abuse Rules, presented at the 2002 Ohio Employee Ownership Conference, Akron, OH
Presentation | Speech
David Ackerman
03/14/02
ESOPs in a Troubled Economy: Managing Your Employees' Expectations, presented at the Illinois Chapter of The ESOP Association's 2002 Annual Conference, Oak Brook, IL
Presentation | Speech
David Ackerman
02/27/02
The ESOP Repurchase Obligation: The Legal Framework, presented at The ESOP Association's 2002 Repurchase Obligation seminar, Chicago
Presentation | Speech
David Ackerman
11/01/01
The New S Corp ESOP Test, presented at The ESOP Association's 2001 Two-Day Conference, Las Vegas, NV
Presentation | Speech
David Ackerman
10/18/01
Avoiding Appraiser Liability in ESOP Transactions, presented to the Business Valuation Association, Chicago
Presentation | Speech
David Ackerman
04/25/01
Corporate Governance in ESOP Companies, presented at the National Center for Employee Ownership's 2001 Employee Ownership Conference, Seattle, WA
Presentation | Speech
David Ackerman
04/06/01
The ABC's of ESOPs, presented at the 2001 Ohio Employee Ownership Conference, Akron, OH
Presentation | Speech
David Ackerman
03/16/01
Mergers and Acquisitions Involving ESOP Companies, presented at the Illinois Chapter of The ESOP Association's 2001 Annual Conference, Oak Brook, IL
Presentation | Speech
David Ackerman
2001
Techniques for Maximizing Employee Ownership in 401(k) Plans (Chapter 7), Section 401(k) Plans and Employee Ownership, 3rd ed. (National Center for Employee Ownership)
Outside Publication | Chapter
David Ackerman
11/10/00
NUA & Other Tax Issues Unique to Distributions of Employer Securities, presented at The ESOP Association's 2000 Two-Day Conference, Las Vegas, NV
Presentation | Speech
David Ackerman
05/11/00
The History, Law, and Terminology of ESOPs, presented at The ESOP Association's 2000 Annual Conference, Washington, D.C.
Presentation | Speech
David Ackerman
05/09/00
ESOPs: Where and How to Use Them for the Closely Held Business, presented at the 2000 Mid-States Benefits Conference sponsored by the American Society of Pension Actuaries, Chicago
Presentation | Speech
David Ackerman
04/28/00
Selling to Your Employees, presented at the 2000 Ohio Employee Ownership Conference, Akron, OH
Presentation | Speech
David Ackerman
04/13/00
S Corporations and the New Tax Laws, presented at the National Center for Employee Ownership's 2000 Employee Ownership Conference, Chicago
Presentation | Speech
David Ackerman
03/28/00
ESOPs: Current Issues, presented at the 2000 Enrolled Actuaries Meeting, Washington, D.C.
Presentation | Speech
David Ackerman
03/22/00
Special Issues and Considerations in DOL Audits of ESOPs, presented at the Ohio Chapter of The ESOP Association's Spring 2000 Conference, Columbus, OH
Presentation | Speech
David Ackerman
03/20/00
Innovative Uses of ESOPs in Corporate Acquisitions, presented at the Strategic Research Institute's 2000 Middle Market March Madness seminar, Phoenix, AZ
Presentation | Speech
David Ackerman
