2022 NCEO Employee Ownership Conference

Overview


On behalf of the employee stock ownership plan (ESOP) team at McDermott Will & Emery, we are excited to come back together in person and look forward to seeing you at the 2022 NCEO Employee Ownership Conference. Join our team for this opportunity to share insights and exchange ideas about employee ownership with experts and leaders from employee-owned organizations.

We are honored to sponsor the Ruby Luncheon: 40th Annual Showcase, Tuesday, April 26, 12:30 – 1:45 pm PDT, and hope you can attend.

McDermott Partner Ted Becker will lead the following session:

Preventive Maintenance: Preparing for a DOL Inquiry
Wednesday, April 27, 2022
8:45 – 9:45 am PDT

It is often said that an ounce of prevention is worth a pound of cure. Are you prepared for a DOL inquiry? Would you like to know what a DOL investigator is looking for before you get the call? In this interactive session, the panelists role-play a DOL investigator, a company CFO who serves as the internal ESOP Trustee and their attorney, to demonstrate what the DOL generally is looking for and how to be prepared to a DOL inquiry. Executives, directors and trustees will all benefit from this session’s insights about being ready for the call and the crucial initial stages of an audit or investigation.

Learning Objectives:

  • Knowing what a DOL investigator will be looking for in an audit or investigation.
  • Knowing what steps to take to be prepared for a DOL audit or investigation before it starts
  • Understanding how to deal with the initial phase of a DOL audit or investigation

If you would like to learn more about the ESOP practice at McDermott, please visit our exhibit booth and do not hesitate to contact any member of our team. Register today.

REGISTRATION INFORMATION

Wednesday, April 27, 2022
8:45 – 9:45 am PDT

Speakers


Jim Joyner, CPA, CVA/ABV, CPC, AIFA, CRM, CPVC
Professional Consultant; Independent Trustee
Integra Benefits Consulting LLC
Spartanburg, SC

Nate Nicholson
Senior Research and Data Analyst
The National Center for Employee Ownership
Berkeley, CA

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