Events

Team members from Verit Advisors are regularly asked to provide their expertise to organization, association,
functions and partners through speaking engagements, panel participation, and event participation, with subjects
as diverse as discussions on Federal policy in ownership transitions to the use of ESOPs as an acquisition strategy.

Here are just a few of the engagements where Verit Advisors management is featured:

Mary Josephs and Peter Abrahamson Present
10/8/11
“Using S ESOPs to Acquire Other Companies” at the National Center for Employee Ownership Meeting: Best Practices for S Corporation ESOPs in Arlington Heights, IL.
http://www.nceo.org/main/meeting.php/id/281/
Peter Abrahamson Presents
9/27/11
“Becoming an S Corporation” in an NCEO Live ESOP Webinar
http://www.nceo.org/main/meeting.php/id/366/
Mary Josephs Interview at ACG
4/15/11
Mary Josephs interviewed at recent Association for Corporate Growth Conference in San Diego, CA.
Peter Abrahamson participating
4/13/11
National Center for Employee Ownership Annual Conference, Denver: Issues and Opportunities to Driving Long Term Shareholder Value in ESOP Companies: Ms. Josephs will moderate this interactive session will explore unique considerations effecting long term shareholder value in ESOP company value as well as key drivers proven to sustain and even accelerate shareholder value over time.
http://www.nceo.org/pages/annualconference.php
Mary Josephs moderating
4/13/11
National Center for Employee Ownership Annual Conference, Denver: Issues and Opportunities to Driving Long Term Shareholder Value in ESOP Companies: Ms. Josephs will moderate this interactive session will explore unique considerations effecting long term shareholder value in ESOP company value as well as key drivers proven to sustain and even accelerate shareholder value over time.
http://www.nceo.org/pages/annualconference.php
Mary Josephs participating
4/12/11
National Center for Employee Ownership, board of directors meeting: Ms. Josephs is on the board of the NCEO. The National conference in Denver will also host a very special private dinner honoring Corey Rosen's dedicated service to employee ownership as executive director of the NCEO.
Mary Josephs participating
3/23/11
Inter-Growth: ACG National Conference, San Diego, CA: Ms. Josephs will participate on a number of panels in the "Family Held Business" track to present ESOPs as a capital and liquidity alternative.
http://www.acg.org/global/intergrowth2011.aspx
Mary Josephs participating
3/11/11
Southwest Chapter conference, Dallas Texas: Issues and Opportunities to Driving Long Term Shareholder Value in ESOP Companies: In this interactive session, Ms. Josephs will explore unique considerations effecting long term shareholder value in ESOP company value as well as key drivers proven to sustain and even accelerate shareholder value over time.
http://www.esopassociation.org/chapters/chapters_calendar.asp
Mary Josephs meeting
3/8/11
ESOPs as a Succession and Liquidity Tool for closely held businesses, Huntsville, Alabama. Ms. Josephs will meet with companies and leaders in the Southeast to discuss the pros and cons of an ESOPs as a succession and liquidity alternative
Mary Josephs participating
3/3/11
ESOP Roundtable, Chicago. Ms. Josephs will participate in a roundtable discussion with closely held businesses in the Midwest
Mary Josephs leads discussion
2/24/11
Employee Owned S-Corp of America ("ESCA") Miami, Florida. Ms. Josephs will lead a breakout discussion on "What to do if I receive an unsolicited offer" exploring governance, fiduciary, financial and legal issues around ESOPs and M&A
http://www.esca.us/index.php?option=com_content&view=article&id=2411&Itemid=77
Mary Josephs Speaking
2/21/11
Entrepreneurial Finance MBA program, Marquette University, Milwaukee, WI. Ms. Josephs will present on a unique panel exploring capital issues and opportunities for entrepreneurial finance.
Mary Josephs Speaking
11/15/10
Marquette Entrepreneur Week – To Discuss Entrepreneurship and corporate finance (private equity,
term sheets, negotiations, access to capital, ownership allocation) – location Marquette University, Milwaukee, WI. Marquette Entrepreneur Week is part of Global Entrepreneurship Week (unleashingideas.org)
http://eweek2010mu.org/Home.html
Mary Josephs Presents
11/04/10
"Strategic Alternatives for Partially-Owned ESOPs" at the The ESOP Association:
Las Vegas Conference & Trade Show in Las Vegas, NV
http://www.esopassociation.org/meetings/meetings_twoday.asp
Mary Josephs Speaking
10/27/10
Marquette Circles Event – Chicago Round Tables: "CEO of Everything"
http://muconnect.marquette.edu/Page.aspx?pid=533&cid=7&ceid=308&cerid=0&cdt=10/27/2010
Mary Josephs Speaking
10/26/10
"Get the Most Out of Your ESOP" Seminar - "ESOP Finances & Employee Ownership: Acquisitions,
Refinancing, Second-Stage Transactions & Other Issues" at The Chicago Downtown River North
Courtyard by Marriott (30 East Hubbard)
http://www.nceo.org/main/meeting.php/id/223/
Peter Abrahamson & John Solimine Present
09/23/10
"Using ESOPs as an Acquisition Strategy " in a "NCEO ESOP Webinar"
http://www.nceo.org/main/meeting.php/id/241/
Mary Josephs Presents
09/23/10
"What Not To Do In An ESOP Transaction" at the ESOP Association
Midwest ESOP Regional Conference in Minneapolis, MN
http://www.bloomingtonmn.org/page/1/midwest-esop-conference.jsp/
Mary Josephs Presents
09/21/10
"ESCA's 2010 Federal Policy Conference" in Washington, D.C.
http://www.esca.us/events.asp?subpage=meetings