Exploring the In’s and Out’s of ESOPs

Central Oregon Employer's Council

Employee Stock Ownership Plans (ESOPs) are a powerful tool for succession plans, employee retention, and building a strong company culture.

The Pavilion at Tetherow

Exploring the In’s and Out’s of ESOPs Thursday, April 24, 2025 – 8:30 a.m.-11:00 a.m. PDT Speakers<ul><li>Larry Goldberg, Partner – ESOP Law Group</li><li>Natalie Myers, CPA, Director of Audit and Assurance Services – Kernutt Stokes</li><li>Steve Buettner, President – SunWest Builders</li><li>Lauren Redman, CEO &amp; President – Newport Ave Market &amp; Oliver Lemons</li><li>Nate Smith, Chairman &amp; Co-Founder – SEND Transportation</li><li>Dan Litwora, Director, Distribution-Retirement Solutions - Principal Financial Group</li></ul> 8:30 a.m. to 11:00 a.m. PresentationLocation: The Pavilion at Tetherow, 61240 Skyline Ranch Rd., Bend, OR 97702 Employee Stock Ownership Plans (ESOPs) are a powerful tool for succession planning, employee retention, and building a strong company culture – but navigating the complexities of structuring, valuing, and managing an ESOP can feel overwhelming without the right guidance. Join us for a dynamic and informative session where top experts in ESOP law, valuation, accounting, and business leadership will demystify the process. Whether you’re exploring ESOPs as an exit strategy, a growth tool, or a way to empower your workforce, this event will give you the clarity and confidence to take the next step. ✅ Understand the legal, financial, and operational frameworks behind ESOPs ✅ Learn from real-world ESOP success stories and lessons learned ✅ Hear directly from ESOP business owners about the impact on company performance and culture ✅ Gain insights from specialists in valuation, tax implications, and fiduciary responsibilities ✅ Discover how to assess whether an ESOP is the right fit for your organization This session is ideal for business owners, CFOs, HR leaders, financial advisors, and anyone curious about how ESOPs can create long-term value for both companies and employees. Don’t miss this opportunity to get actionable insights from professionals who’ve walked the ESOP path and who can help you decide if it’s the right move for your business.Pre-registration RequiredCost is $25This program is eligible for 2.5 SHRM PDCsPlease contact Roger Lee at (541) 317-8003 or <a href="mailto:rlee@sbko.bank" title="mailto:rlee@sbko.bank" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">rlee@sbko.bank</a> with questions. Brought to you by:

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Exploring the In’s and Out’s of ESOPs

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Exploring the In’s and Out’s of ESOPs

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