ESOP Professionals' Forum

March 2, 2018
The Westin Canal Place
New Orleans, LA

Click here to register for the conference or reserve a hotel room. 


The ESOP Professionals' Forum is the only event of its kind: a meeting designed exclusively for high-level professionals who provide technical and legal assistance to ESOP companies.

Led by the chairs of The Association’s highly respected technical committees, this program gathers professionals for strategic and complex discussions of the challenges facing ESOPs. Join with peers, share insights, and work to establish best practices.

Tentative Discussion Topics 

7:30 – 8:00 AM 
8:00 – 9:00 AM 
9:00 – 10:00 AM 
10:00 – 10:15 PM 
10:15 – 11:15 AM 
11:15 – 12:15 PM 
12:15 – 1:30 PM 
1:30 – 2:30 PM 
2:30 – 3:15 PM 
3:15 – 4:00 PM 
4:00 PM 
ESOP Transactions: Pre-Funding, Inter-Plan Transfers and More
Elements of Control and Their Economic Impact
Impact of Tax Cuts and Jobs Act on ESOP Valuation
Releveraging Transactions and Alternatives
DOL Issues: Remaining Areas of Disagreements
What Constitutes Adequate Due Diligence in ESOP Purchase Transactions
Negotiated ESOP Transaction Protections (e.g., Clawbacks)
Meeting Adjourned

Hotel Information

This year's event will be held in the Westin Canal Place, which is a short walk (less than a mile) from such notable attractions as Jackson Square, Bourbon Street, the Cafe Du Monde, and Harrah's Casino. 

Questions? Contact Rosemary Clements or Maya Van Buren (866) 366-3832 or