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WEBINAR: ESOP Repurchase Obligation - Considerations for 2022

Posted by Meaden & Moore on Jan 27, 2022 10:00:00 AM

Meaden & Moore kicked off the year with a virtual event on ESOP Repurchase Obligation - Considerations for 2022 on January 20th. Attendees learned investment options to consider when funding the repurchase obligation, lending opportunities available and an overview of the repurchase obligation.

The panel discussion was lead by Meaden & Moore Senior Manager, Hillary Kastelic and guest speakers,  Josh Young, Financial Advisor at UBS, Peter Jones, Employee Ownership Legal Counsel at Tucker Ellis LLP and Dan Bender, Senior Vice President- Commercial Lending Team Leader at Westfield Bank discussed the various elements of repurchase obligation.

Webinar Overview:

  • Investment options to consider when funding the repurchase obligation
  • Lending opportunities available
  • Overview of the repurchase obligation

 

 

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View webinar here.

Topics: Accounting & Auditing, Benefit Plan Advising & Auditing, Accounting and Tax Resource, ESOP

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