ESOP Alliance is one year old! On behalf of the ESOP Alliance founders, Shane Ocasal and Serena Amlie, CFA, ASA , we’d like to thank all of our members and partners for their support over the past year. We look forward to continuing to provide quality programming for our members to support them as ESOP industry professionals. We’ve recently formed the ESOP Alliance Leadership Team which we are confident will help support continued growth and improvement of the ESOP Alliance. As way of introductions, we will be spotlighting the members of the ESOP Alliance Leadership Team over the next few weeks. Please keep an eye out and thank you again for your support.
ESOP Alliance
Social Networking Platforms
New York, NY 371 followers
#Networking Group #ESOPs
About us
The ESOP Alliance is a network of up-and-coming ESOP industry professionals dedicated to supporting one another as we move forward in our ESOP careers. The ESOP Alliance hosts a monthly virtual networking event which includes individual introductions to better connect with members, member and non-member hosted educational sessions related to current topics in the industry, and opportunities to exchange ideas in a virtual small group setting. As a member of The ESOP Alliance, you will have the opportunity to connect with other industry professionals on a personal level, stay up to date on current topics in the industry, and continue to further your ESOP career. If you are interested in becoming a member of the ESOP Alliance or connecting with members of the ESOP Alliance, please contact us at esopalliance@outlook.com
- Website
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esopalliance.net
External link for ESOP Alliance
- Industry
- Social Networking Platforms
- Company size
- 11-50 employees
- Headquarters
- New York, NY
- Type
- Partnership
- Founded
- 2023
Locations
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Primary
Get directions
New York, NY, US
Updates
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Happy Employee Ownership Month from the ESOP Alliance.
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Thank you to Joseph Piligian for leading yesterdays ESOP Alliance discussion concerning the outcome of a recent lawsuit regarding the RVR, Inc. ESOP transaction. Joe’s presentation sparked a great discussion amongst members regarding negotiation processes and documentation in an ESOP transaction, what constitutes control and how should it be handled in a valuation, and much more. Thank you to all who attended and participated in today’s discussion.
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Today's ESOP Alliance meeting featured a presentation from Rebecca Glasgow CFP®, CEPA® from RBC Wealth Management about the ins and outs of Section 1042 Exchanges. Thank you to Rebecca for sharing her expertise with the group and thank you to all ESOP Alliance members for your participation in the discussions.
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Thank you to Holly Jones and Joseph Piligian for leading today's ESOP Alliance discussion regarding regulatory and litigation updates in the industry. Your legal insight is extremely valuable to all of our members.
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Thank you to Kevin Parker, Mason Eisenberg, Katie Wilusz Long, ASA, CFA Serena Amlie, CFA, ASA for leading today's discussion around private equity and its role in the ESOP industries. Thank you to all who attended for a very informative and thoughtful conversation.
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Thank you to Kip Kuster, QKA and Carlito R Cabelin for an informative presentation today for the ESOP Alliance members regarding the pros and cons of common ESOP plan provisions, compliance testing items to be aware of, and the importance of education surrounding participant statement rollouts.
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ESOP Alliance reposted this
A special thank you to Britt Bruinsma, Jake Helwick, ASA and Katie Wilusz Long, ASA, CFA for educating the ESOP Alliance members today on valuations and market updates. Check out our website at esopalliance.net
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A special thank you to Britt Bruinsma, Jake Helwick, ASA and Katie Wilusz Long, ASA, CFA for educating the ESOP Alliance members today on valuations and market updates. Check out our website at esopalliance.net
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