Upcoming Events
Privilege Objections to Discovery: Leveraging Fiduciary and Financial Exceptions to Attorney-Client and Other Privileges October 6, 2022 at 1:00pm – 2:30pm (EDT)Next Week
Webinar
David R. Johanson
Past Events
U.S. Department of Labor ESOP Investigations and Litigation September 2, 2022 at 2:00pm – 3:00pm (EDT)
Webinar
David R. Johanson
ERISA Counsel and Attorney-Client Privilege: What You Don't Know About the Fiduciary Exception Could Hurt You Wednesday, February 16, 2022
Webinar
David R. Johanson
The Anatomy of a DOL ESOP Investigation and Lawsuit and the Related Valuation Issues January 13, 2022
Webinar
David R. Johanson
An Anatomy of a U.S. Department of Labor ERISA Fiduciary Investigation and Ensuing Litigation January 11, 2022
Webinar
David R. Johanson, Douglas A. Rubel
Understanding Exit Alternatives for a Family-Owned Business November 18, 2021 at 4:00pm – 5:00pm (EDT)
Webinar
David R. Johanson
The ESOP Association California/Western States Chapter - 2021 Annual Conference October 11-October 13, 2021
Hyatt Regency Monterey Hotel and Spa on Del Monte Golf Course
Teresa Y. Huang
ESOPs as a Succession Planning Tool: Delivering Meaningful Benefits to Participants, Complying With ERISA Requirements June 10, 2021 at 1:00pm – 2:30pm
Webinar
David R. Johanson
ESOP Formation: Current Approaches to Business Succession Planning in the COVID-19 Era March 9, 2021 at 1:00am – 2:00pm (EDT)
Webinar
David R. Johanson
ESOP Formation Post-COVID-19: Current Approaches to Business Succession Planning January 22, 2021 at 3:00pm – 4:30pm (EDT)
Webinar
David R. Johanson
ERISA Litigation: Navigating Through Complexities June 30, 2020 at 3:00pm – 4:30pm (EDT)
Webinar
David R. Johanson
Business Succession Planning with a Focus on Employee Stock Ownership Plans (ESOPs) and Related Transactions May 26, 2020 at 12:00pm – 1:15pm (EDT)
Webinar
David R. Johanson
ERISA Litigation: Navigating Through Complexities April 2, 2020 at 12:00pm – 2:00pm (EDT)
Webinar
David R. Johanson
Kessler-Eidson Program for Trial Techniques February 2020
Emory University School of Law
Business Succession Planning with a Focus on Employee Stock Ownership Plans (ESOPs) January 28, 2020 at 2:00pm – 5:00pm (CDT)
Hawkins Parnell & Young
David R. Johanson
Executive Compensation in the 2020 Landscape January 22, 2020 at 3:00pm – 5:00pm (EDT)
Webinar
Rachel J. Markun
ERISA Counsel and Attorney-Client Privilege: What You Don't Know About the "Fiduciary Exception" Could Hurt You January 8, 2020 at 10:00am – 11:30am (PDT)
Webinar
David R. Johanson
ERISA Litigation and Regulation: The Current Landscape and What the Future Holds December 16, 2019 at 12:00pm – 1:30pm (EDT)
Webinar
David R. Johanson
National Institute of Trial Advocacy (NITA) Deposition Skills Program in Atlanta November 8-10, 2019
Emory University School of Law
The ESOP Association: 2019 California/Western States Chapter Conference October 2-4, 2019
Harrah's/Harvey's South Lake Tahoe
Teresa Y. Huang
International Bar Association: 2019 Annual Conference September 22-29, 2019
Coex Convention & Exhibition Center
Mark K. Hsu
The Texas Association of Defense Counsel: 2019 Annual Meeting September 18-21, 2019
Hotel Emma
Employee Stock Ownership Plans: Tax, Valuation and Legal Considerations for 2019 September 13, 2019 at 12:00pm – 1:30pm (EDT)
Webinar
David R. Johanson
Executive Compensation in the 2019 Landscape: Best Practices You Should Know August 27, 2019 at 3:00pm – 4:30pm (EDT)
Webinar
Rachel J. Markun
Business Succession through Employee Stock Ownership Plans July 17, 2019 at 12:30pm – 4:30pm (CDT)
Surly Brewery
David R. Johanson
ERISA Litigation Damages and Remedies: Principles, Methods and Best Practices May 23, 2019 at 3:00pm – 4:00pm (EDT)
Webinar
David R. Johanson
Maximizing Proceeds in Private Company Exits: ESOPs and Other Alternatives May 9, 2019 at 1:00pm – 2:00pm (PDT)
Webinar
David R. Johanson
The Knowledge Group: ERISA Litigation in 2019 and Beyond April 17, 2019 at 3:00pm – 4:00pm (EDT)
Webinar
Rachel J. Markun
Structuring Options for ESOP Transactions: Advanced Techniques for ERISA Counsel and Plan Sponsors February 27, 2019
Webinar
David R. Johanson
Maximizing Proceeds in Private Company Exits: ESOPs and Other Alternatives February 21, 2019 at 4:00pm – 5:00pm (EDT)
Webinar
David R. Johanson
Business Succession Planning with a Focus on Employee Stock Ownership Plans (ESOPs) January 10, 2019 at 12:00pm – 2:10pm (EDT)
Hawkins Parnell & Young
David R. Johanson, Robert S. Thompson
Austin Bar Association 14th Annual Ultimate Trial Notebook Seminar October 19, 2018
ESOP Association California/Western States Chapter 2018 Annual Chapter Conference October 3-5, 2018
Rachel J. Markun
Structuring Options for ESOP Transactions: Advanced Techniques for ERISA Counsel and Plan Sponsors September 25, 2018 at 1:00pm – 2:30pm (EDT)
Webinar
David R. Johanson
Exit Alternatives for a Middle-Market Company August 23, 2018 at 2:00pm – 3:00pm (EDT)
Webinar
Rachel J. Markun
Structuring M&A and Private Equity Sales Involving Employee Stock Ownership Plans June 26, 2018
Webinar
David R. Johanson
Claims and Litigation Management Alliance 2018 Midwest Conference June 14-15, 2018
The Westin Michigan Avenue Chicago
Jenni L. Young
ERISA’s Fiduciary Rule: What’s New and What’s Next March 22, 2018 at 3:00pm – 5:00pm (EDT)
Webinar
Rachel J. Markun
Pension Plan De-Risking: Tips & Strategies February 7, 2018 at 12:00pm – 1:30pm (EDT)
Webinar
Rachel J. Markun
Managing Different Shareholder Constituencies in the Private Company Sale January 25, 2018 at 12:00pm – 1:00pm (EDT)
Webinar
David R. Johanson
Creating a Buyer for your Company – ESOPs and Private Equity November 2, 2017 at 2:00pm – 3:00pm (EDT)
Webinar
David R. Johanson
2017 Save Me the Money Summit in Honolulu October 16, 2017 at 8:30am – 6:30pm (HST)
HTDC Manoa Innovation Center
David R. Johanson
2017 Save Me the Money Summit in Kihei October 12, 2017 at 8:30am – 6:30pm (HST)
Maui Research and Technology Center
David R. Johanson
ESOP Association: 2017 Annual Meeting - California/Western States Chapter October 11-13, 2017
Paradise Point Resort & Spa
Rachel J. Markun
2017 Significant Developments in Employee Stock Ownership Plan Explored! September 27, 2017 at 3:00pm – 5:00pm (EDT)
Webinar
David R. Johanson
The Knowledge Group: Mastering the Fundamentals and Developments of ESOP Valuation August 16, 2017 at 3:00pm – 5:00pm (EDT)
Webinar
David R. Johanson
Hot Topics in ERISA Litigation Developments in 2017 and Beyond July 21, 2017 at 3:00pm – 5:00pm (EDT)
Webinar
David R. Johanson
Expert Webcast: ESOPs, a Sale Alternative for a Middle-Market Company June 8, 2017 at 2:00pm – 3:00pm (EDT)
Webinar
David R. Johanson
Rocky Mountain Employee Ownership Center: Becoming Employee-Owned - Exploring Options for Small Businesses April 3, 2017
Denver, Colorado
David R. Johanson
The DOL’s Fiduciary Rule: How Prepared Are You? February 1, 2017 at 12:00pm – 2:00pm (EDT)
Webinar
David R. Johanson
Structuring M&A and Private Equity Sales Involving ESOPs: Alternative Strategy in a Down Market November 1, 2016 at 1:00pm – 2:30pm (EDT)
Webinar
David R. Johanson
