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ESOP Economics to Sponsor & Speak at 4th Annual Great Lakes Regional ESOP Conference

ESOP Economics is proud to be a Gold Sponsor at the ESOP Association’s 4th Annual Great Lakes Regional ESOP Conference being held October 18 - 19, in Sandusky, OH.

ESOP Economics Director, Tina DiCroce, will also co-present a break-out session on Friday morning. In "The Fundamentals of Repurchase Obligation," Tina, along with co-presenter Cliff Canavera (Canavera Financial Group), will provide a comprehensive overview of the ESOP Repurchase Obligation, including what it is, how to manage and fund it, and how it affects all facets of sustainability of an employee-owned company. Specific topics to be discussed will include the impact of plan design and methods for handling repurchased shares, and the interplay between repurchase obligation and valuation.

For more information about the conference, including registration information, 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.

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