BVR Legal/Mealey's Conferences October 14, 2008 Conference

ESOP Valuation: Update on Litigation and Compliance
Presented by BVR Legal/Mealey's Conferences

Featuring Mike Hartman, Willamette Management Associates, Stephen Smith, Esq., Krieg DeVault LLP, and The Honorable Richard Mourdock, Indiana State Treasurer
Telephone Dial-In Audio Conference
Tuesday, October 14, 2008

10:00am-11:40am PT / 11:00am-12:40pm MT / 12:00pm-1:40pm CT / 1:00pm-2:40pm ET
Earn 2 CPE credits or 1.5 CLE credits for participating in this conference

Single Listener Rate
Register for Teleconference - $99.00 | Register for Teleconference & Conference Pack - $189


Unlimited Listener Rate
Register for Teleconference - $199.00 | Register for Teleconference & Conference Pack - $289

The convenient, interactive teleconference format allows you to train yourself and your colleagues without any travel expenses or time away from the office! The cost is just $249 for your entire office*! Purchase the On Demand Conference Pack which includes an audio recording and any ancillary reading materials or presentation slides accompanying the session. Add the On Demand Conference Pack for only $90 more when you initiate registration.The unlimited listener rate is good for a single connection with unlimited attendees. Multiple connections or phone line conferencing are subject to additional fees. An additional CLE fee of $49 per site is available for those pursuing CLE credit under the unlimited listener rate or an additional CPE fee of $49 per person for those pursuing CPE credit under the unlimited listener rate.


Agenda & Learning Objectives (Eastern Time):

1:00pm

  • The Structure & Operation of Employee Stock Ownership Plans   
  • Leveraging the Considerable Tax & Other Economic Advantages
  • Understanding and Mitigating the Disadvantages
  • Shattering the Classic ESOP Myths You’ve Heard
  • Exposing the Truths You Do Not Know
  • Providing Guidance on Risk Management
  • Drafting Transaction Fairness Opinions 
  • Understanding Social Policy Issues
  • Ensuring Compliance: Getting it Right

Speakers Include:
Mike Hartman, Willamette Management Associates
Stephen Smith, Esq., Krieg DeVault LLP
The Honorable Richard Mourdock, Indiana State Treasurer

2:30
Q&A

2:45
Adjourn



CPE Credit Information

Earn 2 Interactive CPE Credits (Consulting Services)
Business Valuation Resources, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. www.nasba.org NASBA Sponsor

BVR's Satisfaction Guarantee:
Business Valuation Resources offers a complaint resolution and refund policy with a 100% money-back guarantee. If you are not completely satisfied with your conference experience, or have any concerns or complaints, you may contact Business Valuation Resources at (503) 291-7963 ext. 102 for a satisfactory resolution of your concern or you may submit a written request for a full refund of this program to Stephanie Crader at: stephaniec@bvresources.com or mail to BVR, LLC, 1000 SW Broadway, Suite 1200, Portland, OR 97205.