ESOP Midwest Regional Conference

ESOP Association’s Midwest Regional Conference
September 11th – 13th
DoubleTree Hotel Bloomington, Minneapolis, MN

GreatBanc Trust Company will have the following speakers presenting at the upcoming ESOP Association’s Midwest Regional Conference in Minneapolis held on September 11- 13th at the DoubleTree Hotel Bloomington

Thursday September 12rd 2:45pm
Patrick DeCraene, Sr. Vice President

Technical: Top 10 Most Challenging Trustee Questions of the Valuation Firm
Top 10 Most Challenging Trustee Questions of the Valuation Firm: As the level scrutiny continues to rise, ESOP trustees, both internal trustees as well as institutional trustees, are asking a lot more questions of the professionals assisting then with the initial and ongoing valuations. This session will explore the most common, and highly-debated, topics that trustees are focused on in light of the refinement of industry best practices, recent litigation and new client experiences.

Friday, September 13th 10:30am
Scot Storjohann, Sr. Vice President

Communication: We did That? Real Life Stories of Two Successful Mature Companies
We will sit down with the executives from two successful ESOP companies to discuss their struggles and success stories on the ESOP journey. Each of these companies have had the ESOP in place for at least 16 years so they have faced plenty of situations, both good and the less desirable. What would they do differently if they had the opportunity? What worked well for them and helped them move the ESOP culture forward? Come join us for a great session of candid and heartfelt discussion.

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