2010 Awards Nomination Form (.pdf)
Helpful Award Nomination Tips (.pdf)
Meetings
March 18 – 19, 2010
Tri-Chapter Regional Conference and Golf Tournament
Carolinas, Mid-Atlantic and New South ESOP Chapters
Pinehurst in North Carolina
Contact: Deb Tompkins @ carolinasesop@comcast.net or Donna Walseth @ dmwalseth@msn.com
Golf Sponsorship Form (.pdf)
Conference Sponsorship Form (.pdf)
March 19, 2010
Carolinas Chapter, Mid-Atlantic Chapter, New South Chapter
2nd Annual Employee Ownership Foundation Golf Tournament
Pinehurst, North Carolina
Contact: Deb Tompkins carolinasesop@comcast.net or Donna Walseth dmwalseth@msn.com
Golf Tournament Sponsorship Information (.pdf)
2009 ESOP Fall Conference Brochure (.pdf)
2009 ESOP Southeast Regional Conference Brochure (.pdf)
Presentations
Handouts for 2009 Fall Conference
Selling an ESOP Company (.ppt)
Acquisitions by ESOP Companies (.pdf)
ESOP Distributions and Understanding Diversification (.ppt)Handouts for 2009 Southeast Regional Conference
“Know the Forecast: Various Opportunities and Obstacles in a Slowdown” (.pdf)
Modifications to ESOP Distribution Policies (.pdf)
Navigating the Sale to an ESOP: A Great Liquidity Option (.pdf)
Partial Plan Termination (.pdf)
«Back