Employee financing, in the form of an Employee Stock Ownership Plans (ESOP), can be be a powerful tool to strengthen a company's balance sheet while improving morale and productivity; while at the same time providing liquidity in a most challenging environment.

Additionally, if your client uses an ESOP in conjunction with charitable gift planning options, benefits can be equal or superior to those using non-charitable planning techniques.

Our panelists discussed the benefits and potential pitfalls of implementing an ESOP, and will walk us through a case study of how a family-owned company introduced an employee ownership plan.

The Jewish Community Foundation of Los Angeles with co-sponsors the Beyster Institute at the Rady School of Management, UCSD and California Capital Summit invite you to hear from a panel of experts who have successfully used ESOPs to create value for their clients.

Moderated by:
Anthony Mathews, director of the Beyster Institute at the Rady School of Management at UC San Diego. Tony has 30 years of experience in ESOPs, and has consulted with hundreds of companies on employee ownership plans. Previously he was a vice president and senior consultant with the Principal Financial Group.

Featured Speakers are:
Christopher A. Kramer, a managing director of Strategic Equity Group in Santa Ana. Chris advises clients on structuring and negotiating transactions in a wide range of industries. Prior to joining SEG, he was the director of financial opinions for Pacific Corporate Group, a private equity advisory firm, and spent over five years with Marshall and Stevens, Inc., a national valuation firm.

Louis A. Reisman, partner, Weinstock, Manion, Reisman, Shore & Neumann has been with the firm for over 38 years, specializing in the fields of estate planning, business and corporate law and retirement plans (of which ESOPs are a part). He has published articles on pension plan subjects, and for more than 25 years taught courses at UCLA Extension on pension and other retirement plans, personal financial planning, retaining family wealth, and income tax saving strategies.

Kevin Trieber, ESOP solutions executive and senior vice president, Bank of America, leads a national practice of 30 professionals who deliver ESOP finance solutions, including origination and structuring, in connection with business ownership succession. Kevin has been with BofA for 15 years.

David C. Wright, a tax partner in the Los Angeles office of Musick, Peeler & Garrett LLP. Dave's primary area of practice includes employee stock ownership plans. He has lectured on ESOPs at the ESOP Association of America and at UCLA.

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