Business & Finance Associate Chris Wingard serves as a presenter at The ESOP Association’s Employee Owned 2026, its premier national conference which brings together employee owners, ESOP company leaders, trustees, advisors, and industry professionals. Chris’ presentation will take place on November 2nd and focuses on the steps associated with the ESOP transaction process. The session, titled “ESOP Formation Roadmap,” includes a panel made up of a sell-side advisor, ESOP attorney, and valuation expert to explain the key financial, legal, regulatory, and fiduciary considerations that arise at each stage. Attendees will gain understanding of critical decision points and ways to navigate the path toward employee ownership.
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