Employee Owned 2022 Conference

The ESOP Association
November 9 - 11, 2022
Caesars Palace
Las Vegas, NV

ESOP attorneys Renee LewisChelsea McCarthy and Todd Wozniak will each be speaking at the upcoming Employee Owned 2022 Conference organized by The ESOP Association. This event is designed to help attendees adapt to the ever-changing business landscape through insightful speakers, innovative ideas, the latest industry updates, trustworthy technical content and a focus on current events.

Ms. Lewis will be speaking in the session "Funding ESOP Distributions -- What You Need to Know." This session will explore recycling, redeeming and reshuffling. The speakers will examine what each one means, when each may be most appropriate and how to provide the liquidity for each as we "keep the promise" to our employee owners while maintaining the sustainability of the company.

Ms. McCarthy will be speaking in the session "Managing Board Conflicts of Interest." This session will explore the issues surrounding board conflicts of interest and discuss tips for identifying, documenting and minimizing a conflict, in addition to situations that require additional consideration.

Mr. Wozniak will be speaking in the session "Recent Legal Developments Impacting ESOPs." This session will focus on recent cases and DOL guidance impacting ESOPs. Topics include arbitration and class action waivers, valuation issues and special valuation dates.

Funding ESOP Distributions -- What You Need to Know
Thursday, November 10, 2022
4:30 p.m. PT

Managing Board Conflicts of Interest
Friday, November 11, 2022
12:45 p.m. PT

Recent Legal Developments Impacting ESOPs
Thursday, November 10, 2022
2:00 p.m. PT

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