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Employee Ownership Conference, April 8-10, 2014, in Atlanta

Saw a press release through Digital Journal and also PR Web detailing the events at this year’s NCEO Employee Ownership Conference.

Here’s the first few paragraphs from the press release:

Verit Advisors will have five presenters at the 2014 NCEO Employee Ownership Conference in Atlanta, April 8-10, 2014. This annual conference is a premier gathering on employee ownership and over 1,200 attendees are expected.


Verit Advisors CEO, Mary Josephs, will moderate the Newcomer Orientation and moderate a panel on the closing day on “Questions and Lessons Learned as a New ESOP.” Josephs founded Verit Advisors in 2009 and has nearly three decades of experience in corporate finance. She is a nationally recognized leader and has advised structured and closed more than 200 financings for middle market companies. Ms. Josephs is a past two term board member of NCEO (National Center for Employee Ownership).


On Tuesday, April 8 Neal Hawkins will be a panelist discussing “Unique Structuring Issues with ESOPs.” This session, presented from the point of view of both the seller and the trustee, will explore how different ESOP transaction structures for both new ESOPs and existing ESOPs affect valuation, financing, and legal considerations.

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