You are invited to attend an ESOP panel discussion and networking reception, sponsored by Baker Tilly, Alliance Bernstein, Kleinbard LLC, and Prairie Capital Advisors.

Tuesday, October 20, 2015
2:30 p.m. – 6:30 p.m.
The Radnor Hotel Garden Room
591 East Lancaster Ave.
Wayne, PA 19087

You will have the opportunity to receive CPE credits and learn more about:

  • Fiduciary requirements
  • ESOP structuring
  • Repurchase obligation and sustainability
  • ESOP acquisitions
  • Executive compensation


Donna Massanova, Partner and Employee Benefit Plan Practice Leader, Baker Tilly
Chuck Lynch, Principal and Financial Advisor, Alliance Bernstein
Mary Beth Gray, Partner, Kleinbard LLC
Cecilia Loftus, Vice President, Prairie Capital Advisors
Fred Massanova, Partner, Baker Tilly


2:30 – 3:00 p.m.: Registration
3:00 – 4:00 p.m.: ESOP Panel Discussion
4:00 – 4:30 p.m.: Informative Session I – ESOP Fiduciary Responsibilities (Baker Tilly)
4:30 – 5:00 p.m.: Informative Session II – Capital Markets Updates (Alliance Bernstein)
5:00 – 6:30 p.m.: Networking reception with open bar and hors d’oeuvres

Please RSVP by Thursday, October 15, 2015.

Related Information: