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Thought Leadership

Speaker, "Does Your Distribution Policy Need a Realignment?" Heart of America Chapter 2024 Spring Seminar

 
Speaking Engagements

Jordan Bergkamp will present, “Does Your Distribution Policy Need a Realignment?" at the Heart of America Chapter 2024 Spring Seminar in St. Louis on Wednesday, March 6, 2024.

As your ESOP matures and account balances grow, distribution payout procedures will need to be realigned to achieve corporate goals yet satisfy the increasing repurchase liability. An understanding of how changes to the distribution policy can help the Company (and ESOP) remain nimble throughout the ESOP’s life cycle (and the accompanying obstacles and potholes).  

For more information, visit the event website.

Professional: