Tina DiCroce, Director at ESOP Economics, will be speaking at The ESOP Association’s 41st Annual Conference in Washington, D.C., May 24-25, 2018. Tina will be presenting on Friday morning with Ryan Graham (Chartwell) on the topic: “The Three “Rs”: Recycling, Redeeming and Releveraging”.
The session will cover the mechanics of recycling and redeeming stock in connection with annual benefit distributions and will also explain how re-leveraging can be used in connection with redeeming and recycling for distributions. Case studies will be included to show how these three methods can be applied, often in combination, to achieve long-term sustainability for the ESOP.
In addition to a variety of culture/communications and technical breakout sessions, the conference will also feature a Board of Directors track, roundtable discussions, Capitol Hill visits, and Chapter Showcases.
The full conference agenda is available here.
Conference attendees also have the chance to participate in favorite Annual Conference traditions like the Awards Banquet (May 23rd), the Annual Awards for Communications Excellence (AACE) program, and the Night Tour of the Monuments (evening of May 24th).
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.