Events David R. Johanson

Upcoming Events

Issues in ESOP Litigation

When: June 21, 2023Next Month

Where: Webinar

People: David R. Johanson

ERISA: Defense Strategies to DOL Litigation and Investigations

When: June 22, 2023Next Month

Where: Webinar

People: David R. Johanson

Past Events

Association of Defense Trial Attorneys Annual Meeting 2023

When: April 19-23, 2023

Where: The Charleston Place

People: Evelyn Fletcher Davis, David R. Johanson

ERISA Class Action Developments: Unravel the Mysteries of Retirement Plan Mismanagement

When: October 18, 2022 at 3:00pm – 4:00pm (EDT)

Where: Webinar

People: David R. Johanson

Privilege Objections to Discovery: Leveraging Fiduciary and Financial Exceptions to Attorney-Client and Other Privileges

When: October 6, 2022 at 1:00pm – 2:30pm (EDT)

Where: Webinar

People: David R. Johanson

U.S. Department of Labor ESOP Investigations and Litigation

When: September 2, 2022 at 2:00pm – 3:00pm (EDT)

Where: Webinar

People: David R. Johanson

ERISA Counsel and Attorney-Client Privilege: What You Don't Know About the Fiduciary Exception Could Hurt You

When: Wednesday, February 16, 2022

Where: Webinar

People: David R. Johanson

The Anatomy of a DOL ESOP Investigation and Lawsuit and the Related Valuation Issues

When: January 13, 2022

Where: Webinar

People: David R. Johanson

An Anatomy of a U.S. Department of Labor ERISA Fiduciary Investigation and Ensuing Litigation

When: January 11, 2022

Where: Webinar

People: David R. Johanson, Douglas A. Rubel

Understanding Exit Alternatives for a Family-Owned Business

When: November 18, 2021 at 4:00pm – 5:00pm (EDT)

Where: Webinar

People: David R. Johanson

ESOPs as a Succession Planning Tool: Delivering Meaningful Benefits to Participants, Complying With ERISA Requirements

When: June 10, 2021 at 1:00pm – 2:30pm

Where: Webinar

People: David R. Johanson

ESOP Formation: Current Approaches to Business Succession Planning in the COVID-19 Era

When: March 9, 2021 at 1:00am – 2:00pm (EDT)

Where: Webinar

People: David R. Johanson

ESOP Formation Post-COVID-19: Current Approaches to Business Succession Planning

When: January 22, 2021 at 3:00pm – 4:30pm (EDT)

Where: Webinar

People: David R. Johanson

ERISA Litigation: Navigating Through Complexities

When: June 30, 2020 at 3:00pm – 4:30pm (EDT)

Where: Webinar

People: David R. Johanson

Business Succession Planning with a Focus on Employee Stock Ownership Plans (ESOPs) and Related Transactions

When: May 26, 2020 at 12:00pm – 1:15pm (EDT)

Where: Webinar

People: David R. Johanson

ERISA Litigation: Navigating Through Complexities

When: April 2, 2020 at 12:00pm – 2:00pm (EDT)

Where: Webinar

People: David R. Johanson

Business Succession Planning with a Focus on Employee Stock Ownership Plans (ESOPs)

When: January 28, 2020 at 2:00pm – 5:00pm (CDT)

Where: Hawkins Parnell & Young

People: David R. Johanson

ERISA Counsel and Attorney-Client Privilege: What You Don't Know About the "Fiduciary Exception" Could Hurt You

When: January 8, 2020 at 10:00am – 11:30am (PDT)

Where: Webinar

People: David R. Johanson

ERISA Litigation and Regulation: The Current Landscape and What the Future Holds

When: December 16, 2019 at 12:00pm – 1:30pm (EDT)

Where: Webinar

People: David R. Johanson

Employee Stock Ownership Plans: Tax, Valuation and Legal Considerations for 2019

When: September 13, 2019 at 12:00pm – 1:30pm (EDT)

Where: Webinar

People: David R. Johanson

Business Succession through Employee Stock Ownership Plans

When: July 17, 2019 at 12:30pm – 4:30pm (CDT)

Where: Surly Brewery

People: David R. Johanson

ERISA Litigation Damages and Remedies: Principles, Methods and Best Practices

When: May 23, 2019 at 3:00pm – 4:00pm (EDT)

Where: Webinar

People: David R. Johanson

Maximizing Proceeds in Private Company Exits: ESOPs and Other Alternatives

When: May 9, 2019 at 1:00pm – 2:00pm (PDT)

Where: Webinar

People: David R. Johanson

Structuring Options for ESOP Transactions: Advanced Techniques for ERISA Counsel and Plan Sponsors

When: February 27, 2019

Where: Webinar

People: David R. Johanson

Maximizing Proceeds in Private Company Exits: ESOPs and Other Alternatives

When: February 21, 2019 at 4:00pm – 5:00pm (EDT)

Where: Webinar

People: David R. Johanson

Business Succession Planning with a Focus on Employee Stock Ownership Plans (ESOPs)

When: January 10, 2019 at 12:00pm – 2:10pm (EDT)

Where: Hawkins Parnell & Young

People: David R. Johanson, Robert S. Thompson

Structuring Options for ESOP Transactions: Advanced Techniques for ERISA Counsel and Plan Sponsors

When: September 25, 2018 at 1:00pm – 2:30pm (EDT)

Where: Webinar

People: David R. Johanson

Structuring M&A and Private Equity Sales Involving Employee Stock Ownership Plans

When: June 26, 2018

Where: Webinar

People: David R. Johanson

Managing Different Shareholder Constituencies in the Private Company Sale

When: January 25, 2018 at 12:00pm – 1:00pm (EDT)

Where: Webinar

People: David R. Johanson

Creating a Buyer for your Company – ESOPs and Private Equity

When: November 2, 2017 at 2:00pm – 3:00pm (EDT)

Where: Webinar

People: David R. Johanson

2017 Save Me the Money Summit in Honolulu

When: October 16, 2017 at 8:30am – 6:30pm (HST)

Where: HTDC Manoa Innovation Center

People: David R. Johanson

2017 Save Me the Money Summit in Kihei

When: October 12, 2017 at 8:30am – 6:30pm (HST)

Where: Maui Research and Technology Center

People: David R. Johanson

2017 Significant Developments in Employee Stock Ownership Plan Explored!

When: September 27, 2017 at 3:00pm – 5:00pm (EDT)

Where: Webinar

People: David R. Johanson

The Knowledge Group: Mastering the Fundamentals and Developments of ESOP Valuation

When: August 16, 2017 at 3:00pm – 5:00pm (EDT)

Where: Webinar

People: David R. Johanson

Hot Topics in ERISA Litigation Developments in 2017 and Beyond

When: July 21, 2017 at 3:00pm – 5:00pm (EDT)

Where: Webinar

People: David R. Johanson

Expert Webcast: ESOPs, a Sale Alternative for a Middle-Market Company

When: June 8, 2017 at 2:00pm – 3:00pm (EDT)

Where: Webinar

People: David R. Johanson

Rocky Mountain Employee Ownership Center: Becoming Employee-Owned - Exploring Options for Small Businesses

When: April 3, 2017

Where: Denver, Colorado

People: David R. Johanson

The DOL’s Fiduciary Rule: How Prepared Are You?

When: February 1, 2017 at 12:00pm – 2:00pm (EDT)

Where: Webinar

People: David R. Johanson

Structuring M&A and Private Equity Sales Involving ESOPs: Alternative Strategy in a Down Market

When: November 1, 2016 at 1:00pm – 2:30pm (EDT)

Where: Webinar

People: David R. Johanson

Texas Lawyer: Houston In-House Counsel Summit

When: October 5, 2016

Where: Houston, Texas

People: David R. Johanson, Ronald G. Polly, Jr.

Introduction to ESOPs – Preparing for Strong Employee Stock Ownership Plans

When: September 14, 2016

People: David R. Johanson

The Knowledge Group: Hot Topics in ERISA Litigation Developments in 2016 and Beyond

When: April 19, 2016 at 3:00pm – 5:00pm (EDT)

Where: Webinar

People: David R. Johanson

The Knowledge Group: M&A Update: ESOP Financing as a Viable Exit Strategy

When: March 28, 2016 at 10:00am – 12:00pm (EDT)

Where: Webinar

People: David R. Johanson

Ohio Employee Ownership Center: Does Your ESOP Plan Support Your Business Plan?

When: March 9, 2016

Where: Webinar

People: David R. Johanson

Texas Lawyer: Dallas In-House Counsel Summit

When: February 25, 2016

Where: Cityplace Conference Center

People: David R. Johanson

Taking Stock of ESOPs – Preparing for Strong Employee Stock Ownership Plans

When: December 8, 2015

Where: Omni San Francisco

People: David R. Johanson

Texas Lawyer: Dallas In-House Counsel Summit

When: September 17, 2015

Where: Cityplace Conference Center

People: David R. Johanson

The Knowledge Group: Employee Stock Ownership Plans Pros and Cons

When: July 20, 2015 at 12:00pm – 2:00pm (EDT)

Where: Webinar

People: David R. Johanson, Rachel J. Markun

Ohio Employee Ownership Center: 29th Annual Conference

When: April 28, 2015

Where: Akron Fairlawn Hilton

People: David R. Johanson

David R. Johanson, Partner-in-Charge, Napa

Upcoming Events

Past Events

David R. Johanson,
Partner-in-Charge, Napa