Tina DiCroce, Director at ESOP Economics, will be speaking at The ESOP Association’s 18th Annual Heart of America Chapter Conference in Overland Park, KS, August 24, 2017. She will be presenting as part of a panel discussion Thursday morning with Anthony Brunsvold (Blue Ridge ESOP Associates) and Randi Borth (AVI Systems) on the topic: “The ‘4 R’s’– Reshuffling, Recycling, Redeeming, & Releveraging”.
This advanced session will cover the mechanics and consequences of the “4 R’s”: reshuffling, recycling, redeeming, and releveraging. The CFO of a successful ESOP company, AVI Systems, Inc. will share how, through planning for repurchase obligations, the company has designed a strategy that meets its goals.
For more information and to register for the conference, visit the ESOP Association’s website.
The ESOP Association (TEA), founded in 1978, is the largest employer sponsored advocacy and education association focused on retirement savings in America, is a national non-profit membership organization, with 18 local Chapters, serving approximately 2,500 employee stock ownership plan (ESOP) companies, professionals with a commitment to ESOPs, and companies considering the implementation of an ESOP. The Association’s focus is on preserving and promoting employee stock ownership through the ESOP structure. Enhancing laws before Congress and regulatory agencies that govern ESOPs and providing its members with expert educational ESOP programming and information are its main concentrations.