Morgan Lewis

ESOP Finance Publications of Interest

82 Publications Found
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03/19/10 ESOPs Update, presented to the Employee Benefits Committe of the Chicago Bar Association, Chicago

Presentation | Speech
Brian Hector

03/18/10 ESOP Fiduciary Liability—Understanding the Risk and the Protection Available, presented at the 2010 Tri-State Regional ESOP Association, Pinehurst, NC

Presentation | Speech
Patrick Rehfield

01/26/10 ESOP Hot Topics and Innovative Transactions, presented at the ESOP Association Mid-Atlantic Chapter Meeting, McLean, VA

Presentation | Speech
Michael Holzman

10/16/09 The Roles of the ESOP Trustee in the ESOP Valuation Process, presented at the ESOP Association Mid-Atlantic Chapter Conference, Charlottesville, VA

Presentation | Speech
Michael Holzman

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

2008 A State-by-State Analysis of S Corporation Tax Treatment (Chapter 3), S Corporation ESOPs (NCEO)

Outside Publication | Chapter
Renee Lewis

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

03/13/08 ESOP Strategies 2008, presented to the Mid-Atlantic Chapter of the ESOP Association, Washington, D.C.

Presentation | Speech
Daniel Hogans, Michael Holzman

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

Autumn 2007 Prudent Process: Emerging Guidelines for ESOP Fiduciaries in Court Decisions Concerning the Valuation of Employer Corporation Stock, Insights

Outside Publication | Article
Theodore Becker

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

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