Conferences and Speeches

The ESOP Association’s Las Vegas Conference and Trade Show 2013

Thursday, November 7, 2013 {ml-event-to} Friday, November 8, 2013
01:00 AM ET

Morgan Lewis partners will present at The ESOP Association’s Las Vegas Conference and Trade Show 2013.

November 7–8, 2013  |  Conference

Thursday, November 7, 2013

Making Successful Acquisitions | 8:40–9:55 am
Presenter: Scott E. Adamson
Every business needs to grow in order to prosper. Sometimes that growth can occur organically and sometimes it comes through acquiring another company that has something your company needs. This session will examine the process of making an acquisition, including key issues, considerations, and transaction structures. Panelists will also review the factors that can contribute to the eventual success or failure of an acquisition.

Evaluating Offers and Selling an ESOP-Owned Company | 1:15–2:30 pm
Presenter: John A. Kober
Our panel of experts will share their views and experiences in how ESOP owned businesses might evaluate unsolicited offers received, including the financial and fiduciary issues involved. We will also discuss the issues, considerations and process involved in selling an ESOP-owned company.

Friday November 8, 2013

The Fiduciary Role in Major Corporate Events | 10:30–11:45 am
Presenter: David Ackerman (moderator)
What are the roles of the ESOP fiduciaries in connection with acquisitions of other companies, stock purchases and sales, redemptions, repurchase loans, and other events which directly or indirectly affect the ESOP’s investment in employer stock? What is the role of the board, trustee and committee in connection with the design and issuance of warrants and equity-based compensation? How should fiduciaries view proposed actions which could affect the ESOP’s investment in employer stock?

409(p) and S Corporation Anti-Abuse Rules | 3:00–3:50 pm
Presenter: Brian D. Hector
This session will provide an overview of the S corporation anti-abuse rules, including definitions and terminology; a summary of the testing rules, including sample calculations; consequences of failure, and tips for keeping your ESOP in compliance.

Caesars Palace
Las Vegas, NV