United States

Wisdom for the mature ESOP

Culture, concerns, succession and exit strategies


Join us for a panel discussion on important insights and updates affecting your organization’s employee stock ownership plan (ESOP).


Presentation topics will include:

  • Creating and fostering an ESOP culture
  • Mature ESOP concerns, including management succession, repurchasing obligations, sustainability and governance
  • Exit strategies, including selling or acquiring an ESOP company

The event is co-hosted by RSM US LLP and Prairie Capital Advisors, Inc.



  • Dave Diehl, Chief Executive Officer, Prairie Capital Advisors, Inc.


  • Anne Bushman, Senior Manager, Washington National Tax, RSM US LLP
  • Tom Ferree, Chief Financial Officer, Appvion, Inc.
  • Franco Silva, Vice President, Prairie Capital Advisors, Inc.
  • Jeff Siemers, Chief Financial Officer, IEWC
  • Brian Baker, President and CEO, Sentry Equipment Corp

Event details

Who should attend
CEOs, CFOs, presidents and other leaders of ESOP companies in the state of Wisconsin

Date and time
Wednesday, Aug. 23, 2017
8 a.m. - Noon CDT

Monona Terrace
One John Nolen Drive
Madison, WI  53703

CPE credit
Up to 3 CPE credits will be issued to eligible participants


More information
Email Stephanie Mason or call +1 414 298 2803