Mark has spoken at ESOP Association and Ohio Employee Ownership Conference (OEOC) events on a variety of topics, including:

• DOL settlement agreements
• Use of internal vs. external [independent] trustees
• ABC’s of ESOPs - an introduction to employee ownership
• Social ramifications of employee ownership
• Interaction among legal counsel, trustee and valuation advisors
• Insurance matters related to trustees
• Use of warrants in an ESOP transaction
• Review of valuation reports
• New DOL settlement agreements / litigation and impact on trustees
• Interaction of trustee with sell-side advisors
• ESOP feasibility / preparing to transition to ESOP
• Best practices in ESOP transactions / annual valuation reports

Professional Affiliations and Accreditation

American Institute of Certified Public Accountants
Ohio Society of Certified Public Accountants
ESOP Association
National Center for Employee Ownership
Ohio Employment Ownership Center
AICPA Certificate of Educational Achievement - Business Valuations