ESOP Association’s Annual Conference


GreatBanc Trust Company will have the following speakers presenting at the upcoming ESOP Association’s National Conference in Washington, D.C. held on May 22 – 24th at the JW Marriott

Thursday, May 23rd 10:00 am 
Kjersti Cory, Sr. Vice President
Administration Cycle - Part I - How Balances Accumulate
This session will include a discussion of the rules and options for determining eligibility; allocating contributions, forfeitures and earnings; and all compliance testing related to ESOPs (e.g., coverage, 415, 409(n), and 409(p) and the dividend value test).

Thursday, May 23rd 11:25 am 
Julie Govreau, Sr. VP & Chief Legal Counsel
DOL Process Agreements and Control This session will provide a high-level discussion of the use of control premiums in ESOP transactions. The panel will explore recent DOL positions regarding the justification for use of control premiums, including whether board and governance provisions, voting rights, independent directors and conflicts of interest impact the use of a control premium. Join us for this much debated and ever-evolving topic.

Thursday, May 23rd 2:00 pm
Debbie Williams, Sr. Vice President
Business Literacy for Employee-Owners: Teaching Business Fundamentals Within an ESOP ESOP companies often ask their employees to "think like owners." That can be difficult for employees who may not have a basic understanding of business concepts and terminology. This session will explore how to effectively educate your employees in the fundamental areas of business and accounting to help them understand how those concepts influence the value in the ESOP account. This will be an interactive session and an opportunity to share your experiences and learn from others.

Friday, May 24th 9:15 am 
Scot Storjohann, Sr. Vice President
Getting the Right Board and Getting the Most out of Them What is the profile of your Board, and how can you make sure to get the most value? This session explores a range of questions, from the competencies you may need on your Board, to Board composition (number, inside / independent), to recruitment, compensation, goal setting, and effective Board practices.


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