Making the Dream a Reality – Barbie Sells to an ESOP

Tuesday, April 15, 2025

10:15 AM – 11:15 AM MST

Location: 257

CE: 1

CE Type: CLE, CPE, SHRM
Education Level: For All levels

Barbara M. Clough, QPA, QKC, QKA (she/her/hers)

Vice President - ESOP Administration
Blue Ridge Associates
East Providence, RI
Drew Larson

Member
Brown Winick Law Firm
Des Moines, IA
Kirk Lindemann, CPA

National ESOP Services Leader
EideBailly LLP
Fargo, ND
Cathy Maddox

Retired!
Commonwealth Holdings, Inc.
Lincoln, NE

For many generations, Barbie has been a favorite (even if you don't want to admit it). Join Barbie as she discusses her vast enterprise and debates what she should do next (now that Ken is out of the picture). If you believe that Barbie's Dream Enterprises can be Barbie's Dream ESOP, join us as we role-play as Barbie and her advisors explore how to transition the ownership of Barbie Enterprises to an ESOP.
NCEO Toolkit: Pre-Feasibility Toolkit
NCEO Toolkit: Finance Toolkit

Learning Objectives:

Upon completion attendees will understand the factors which make a strong ESOP candidate, including number of employees, financial strength and the current company culture.
Attendees at this session will understand the key players involved in an ESOP, their roles, requirements and best practices for a successful transaction.
This session will provide key insights for those considering transition relating to an ESOP from several angles: The emotional connection an owner has to their company, proper succession planning and acceptance, and communication to employees.