BEGIN:VCALENDAR VERSION:2.0 PRODID:-//jEvents 2.0 for Joomla//EN CALSCALE:GREGORIAN METHOD:PUBLISH BEGIN:VTIMEZONE TZID:America/Chicago X-LIC-LOCATION:America/Chicago BEGIN:DAYLIGHT TZOFFSETFROM:-0600 TZOFFSETTO:-0500 TZNAME:CDT DTSTART:19700308T020000 RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0500 TZOFFSETTO:-0600 TZNAME:CST DTSTART:19701101T020000 RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU END:STANDARD END:VTIMEZONE BEGIN:VEVENT UID:bc0798aaba17115a4ee284911fa4008d41 CATEGORIES:National SUMMARY:Webinar | What Board Members Should Know about the Impact of the New Administration on Employee Ownership DESCRIPTION:
10:00 AM - 11:30 AM (Pacific)
11:00 AM - 12:30 PM (Mountain)
1
2:00 PM - 01:30 PM (Central)
01:00 PM - 02:30 PM (Eastern)
A panel of ESOP advisors will explore the impact of the new admini stration on ESOPS and employee ownership. Corey Rosen, Founder of the Nati onal Center for Employee Ownership, and Chris Buch of Polsinelli will discu ss how some of the proposed legislation and government regulation may impac t future and existing ESOPs. Amy Schuster from PNC will provide some color on what her firm is currently hearing from clients and prospects. These t opics will be covered from the perspective of a Business Owner, Management and Board Member.
Corey Rosen |
Corey Rosen, Ph.D., is the cofounder a nd senior staff member of the NCEO. He co-authored, along with John Case an d Martin Staubus, Equity: Why Employee Ownership Is Good for Business (Harv ard Business School Press, May 2005). Over the years, he has written, edite d, or contributed to dozens of books, articles and research papers on emplo yee ownership. He is generally regarded as the leading expert on employee o wnership in the world. Rosen received his Ph.D. in political science from C ornell University in 1973, after which he taught politics at Ripon College in Wisconsin before being named an American Political Science Association C ongressional Fellow in 1975. He worked on Capital Hill for the next five ye ars, where he helped initiate and draft legislation on ESOPs and employee o wnership. In 1981, he formed the NCEO.
| Amy Schuster |
Amy Schuster is Managing Director for the ESOP Solutions team in Chicago . Amy has 7+ years of experience advising companies and business owners on all aspects of ESOP transactions from financing structures to valuation to transaction design. Amy provides subject matter expertise on ESOP transacti ons as an ownership transition tool and liquidity solution and functions as a resource both internally to PNC and externally to PNC clients and prospe cts advising on all aspects of lending to an ESOP-owned company. Amy has + 18 year of banking experience.
Prior to joining PNC in May of 2019, Amy most recently served as a Senior Vice President with F ifth Third Bank’s ESOP Finance Group. Before joining the ESOP Finance team, Amy served as the SVP, Regional CFO of Fifth Third Bank Chicago where she was nominated for 40 under 40 for her ability to help the region with strat egic planning and was responsible for reporting on approximately 20% of the banks net income generation.
Amy received her B.A. from the Wartburg College with a double major in Finance and Marketing and minor in Spanish. She is a member of the National and Regional ESOP Associ ations, a member of the ESOP Association’s Finance Committee, and a member of the National Center for Employee Ownership. She holds FINRA; SIE & 6 3
| Christopher K
. Buch |
Christopher Buch is a Chicago business attorney with a multi-disciplinary practice that focuses on avariety of ex ecutive compensation, employee benefits and employee stock ownership plan ( ESOP) matters. He leverages a seasoned perspective to clients’ business cha llenges and the development of business strategies.
Chris routinely represents Fortune 500 companies, publicly traded companie s, executives, and most often, private corporations and closely held entiti es.
Chris’ practice centers on executive compensati on and employee benefit issues, helping clients design and draft compensati on and equity arrangements, establish and maintain qualified plans and heal th and welfare arrangements, comply with tax laws related to compensation a nd benefits and evaluate mergers and acquisitions. Chris also helps clients comply with the Health Insurance Portability and Accountability Act (HIPAA ) and the Patient Protection and Affordable Care Act (ACA), respond to Depa rtment of Labor and Internal Revenue Service investigations, negotiate agre ements with benefit plan vendors, comply with fiduciary rules applicable to employee benefit plans and navigate prohibited transaction rules.
In addition, a significant portion of Chris’ practice focus es on ESOPs, representing plan sponsors, ESOP trustees, selling shareholder s, ESOP committees, lending institutions and other fiduciaries in connectio n with both ESOP transactions and ongoing ESOP compliance.
Chris regularly writes and speaks at national conferences on ESOP, employee benefits and executive compensation matters.
| Steven Rya
n |
Steve Ryan joined Prairie Capital Advisors in 2018. He specializes in helping business owners transition their business to via either an internal transition (ESOP/MBO/ Family) or external (strate gic/PE/ Family Office). He has over 25 years of new business and banking ex perience with clients throughout the country. Steve has led commercial bank ing teams that interact with business owners and c-level executives of priv ate and public companies. Throughout his career, he has acted as a trusted advisor to many privately-held companies to assist them in growth initiativ es, business transitions and liquidity events. Steve frequently presents on a variety of topics including ownership transition alternatives, financing ESOPs and capital allocation in a wide variety of venues, such as the Nati onal Center for Employee Ownership, The ESOP Association as well as Prairie webinars. Steve is the National ESOP Committee Chair and Chicago ESOP Comm ittee Chair for the Private Directors Association. In addition, he is a mem ber of the Snow City Arts organization where he served as a treasurer. He i s also a Board member of the Indian Boundary Y.M.C.A, a Chicago Metropolita n Y.M.C.A affiliate, where he has served as an Annual Fundraising Chairpers on and Major Gift Chairperson.
Prior to joining Pra irie, Steve spent more than 16 years at Northern Trust where he held numero us roles, most recently as a Managing Director leading its middle-market co mmercial banking team in the central U.S. region. His team of four bankers managed over 130 relationships with over $2.7 billion in commitments. His p rior roles include managing a commercial banking team at Mizuho Financial a nd banker and operations manager at ABN-Amro/LaSalle National Bank.
Steve holds a Master of Business Administration with a foc us on International Business from DePaul University in Chicago and a Bachel or of Arts in Finance from the University of Iowa.