Join Kutak Rock LLP, RBG Capital Investment Bank and Bankers Trust for an engaging discussion exploring Employee Stock Ownership Plans (ESOPs) as a unique and flexible option for business succession. The conversation will explore how ESOPs work, how they compare to traditional exit strategies, and why they may be a compelling choice for business owners looking to transition while preserving their company's legacy.

Tailored for business owners seeking to enhance their knowledge of ESOPs, this event will feature a panel discussion of seasoned industry leaders. Following the discussion, attendees will have an opportunity to network, connect and learn.

Agenda

4:30 PM | Meet & Greet
5:15 PM | Panel Discussion
6:15 PM | Reception/Network and Connect

Hot appetizers and drinks will be available throughout the event.

This is an in-person event and will take place at The Henry Phoenix (Arcadia), 4455 E. Camelback Rd., Phoenix, AZ 85018.

Panelists

John Schembari is a partner at Kutak Rock leading the firm's national employee benefits and executive compensation group. He focuses his practice primarily on minimizing his clients' legal risks while ensuring that their employee benefits and executive compensation programs align with their goals. 

Tim Sperling is the Director of Corporate Finance & Business Development in RBG Capital's Investment Banking Division. He focuses on the firm’s Employee Stock Option Plan (ESOP) business.

Kevin Cooney is a Senior Vice President, Commercial Banking Manager at Bankers Trust. He has 21 years of banking experience and has originated a wide variety of commercial loans including Investor Real Estate, Corporate Working Capital, M&A, Equipment, Aircraft and Simulators, Alternative Energy, and even Vacation Ownership.

Moderator

Isaiah Wilson is a partner at Kutak Rock. He advises emerging and middle market companies on securities compliance, equity and asset purchase and sales, venture capital funding and corporate governance.