Upcoming Events
Employee Stock Ownership Plans: Tax, Valuation and Legal Considerations for 2019 August 23, 2019 at 3:00pm – 5:00pm (EDT)Next Month
Webinar
David R. Johanson
Past Events
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
Ranelle M. Meroney
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
Texas Lawyer: Houston In-House Counsel Summit October 5, 2016
Houston, Texas
David R. Johanson, Ronald G. Polly, Jr.
Introduction to ESOPs – Preparing for Strong Employee Stock Ownership Plans September 14, 2016
David R. Johanson
Ohio Employee Ownership Center: How the ESOP Fits in Your Overall Benefits Package May 11, 2016
Rachel J. Markun
Ohio Employee Ownership Center: 30th Annual Conference April 29, 2016
Akron Fairlawn Hilton
Rachel J. Markun
The Knowledge Group: Hot Topics in ERISA Litigation Developments in 2016 and Beyond April 19, 2016 at 3:00pm – 5:00pm (EDT)
Webinar
David R. Johanson
The Knowledge Group: M&A Update: ESOP Financing as a Viable Exit Strategy March 28, 2016 at 10:00am – 12:00pm (EDT)
Webinar
David R. Johanson
Ohio Employee Ownership Center: Does Your ESOP Plan Support Your Business Plan? March 9, 2016
Webinar
David R. Johanson
Texas Lawyer: Dallas In-House Counsel Summit February 25, 2016
Cityplace Conference Center
David R. Johanson
The Knowledge Group: Prohibited Transactions Under ERISA - Obstructing Additional Taxes and Major Penalties December 7, 2015 at 3:00pm – 5:00pm (EDT)
Webinar
Rachel J. Markun
ESOP Association: Annual Meeting - California/Western States Chapter September 25, 2015
Westin Denver Downtown
Rachel J. Markun
National Center for Employee Ownership: Best Practices for ESOP Boards of Directors September 22, 2015 at 9:30am – 10:30am (PDT)
Webinar
Rachel J. Markun
Texas Lawyer: Dallas In-House Counsel Summit September 17, 2015
Cityplace Conference Center
David R. Johanson
The Knowledge Group: Employee Stock Ownership Plans Pros and Cons July 20, 2015 at 12:00pm – 2:00pm (EDT)
Webinar
David R. Johanson, Rachel J. Markun
Ohio Employee Ownership Center: 29th Annual Conference April 28, 2015
Akron Fairlawn Hilton
David R. Johanson
National Center for Employee Ownership: Deferring Taxation Using the Section 1042 "Rollover" March 17, 2015 at 9:30am
Webinar
Rachel J. Markun
