How Do You Spell That? Learning the Language of ESOP Administration

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During this session, our presenters will help you create a detailed guidebook to successful ESOP administration.

Over the course of three hours, presenters will provide key details, definitions, processes, and meaningful discussion items to help ESOP companies understand what they should be prepared for following a new ESOP transaction and throughout the ongoing life cycle of an ESOP.

If your goal is to become an internal expert on your ESOP's annual administration, financial statement presentation, and accounting impacts, all while learning the unique language of ESOPs, this is the session for you. Walk away with practical knowledge, valuable insights, and a better understanding of the key considerations that can help you successfully navigate your ESOP's ongoing administration.

WHO SHOULD ATTEND
New ESOP companies, existing companies who want a deeper understanding, or new contacts at existing ESOP companies

Learning Objectives

  1. Define the key terms and plan provisions that affect your ESOP's annual administration, such as vesting, allocations, and distributions.
  2. Explain how share release is calculated and how it shows up in your company's financial statements.
  3. Identify the key steps and deadlines in your ESOP's annual administration so you can serve as your company's internal expert.

Session info

Date & time: April 12, 2027 | 9:00 AM–12:00 PM

Presenters: Barbara Clough, Blue Ridge Associates; Markus Dahl, Eide Bailly

Sponsor: Blue Ridge

Presenters

Headshot for Barbara M. Clough

Barbara M. Clough

Barbara Clough is a Vice President at Blue Ridge Associates. Barbara has a deep understanding of the complexities involved in ESOP administration, her technical expertise includes navigating tricky administration and compliance issues. As an ERISA expert, she ensures adherence to Code Section compliance and provides strategic guidance to clients on plan design, legal matters, and IRS & DOL inquiries.

Accolades include: past Chairwoman of the Administration Advisory Committee, frequent speaker, author, Executive Committee member of the ESOP Association’s Public Policy Council and Vice President of Advocacy for the ESOP Association’s New England Chapter.

Headshot for Markus Dahl

Markus Dahl

Markus Dahl is an audit manager for Eide Bailly based out of their Fargo, ND office and has been working with employee owned companies since 2017. While he geeks out on the technical US GAAP accounting for leveraged ESOPs, stock appreciation rights, stock warrants, business combinations, and noncontrolling interests, he also advises on pre- and post- transaction implementation and the overall sustainability of Company-wide strategies for providing participant benefits.

Markus graduated with a B.S. in Accounting and Finance with a minor in Fraud Investigation from North Dakota State University and has his CPA license.

Don't miss this opportunity to be part of a transformative event that will empower you and your organization to thrive in the evolving business landscape of tomorrow.

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