“Using ESOPs to Manage Owner
Succession and Create Liquidity”
Illinois CPA Society
Annual Estate and Gift Tax Conference
Chicago, Illinois – May 2008

“Advanced ESOP Valuation Issues”
The ESOP Association
National Conference
Las Vegas, Nevada – November 2007

“Valuation Fundamentals”
The ESOP Association
30th Annual ESOP Conference
Washington, DC - May 2007

Conference Chair
Illinois CPA Society
Annual Estate and Gift Tax Conference
Chicago, Illinois – May 2007

“Basics of Valuation in an ESOP Company”
National Center for Employee Ownership/
Beyster Institute
National Conference
St. Paul, Minnesota – April 2006

“Advanced ESOP Valuation Issues”
The ESOP Association
National Conference
Las Vegas, Nevada – November 2005

“Valuation for ESOP Purposes”
National Center for Employee Ownership
Portland, Oregon – May 2003

“ESOPs & the Legislative Process”
4th Annual Great Lakes Regional Conference
Chicago, Illinois – January 2003

“ESOPs & the Legislative Process”
4th Annual Great Lakes Regional Conference
Chicago, Illinois – January 2003

“An Introduction to Employee Stock Ownership Plans”
The John Marshall Law School
Chicago, Illinois – September 2002

“Planning for Business Ownership Succession
with ESOPs and Management Equity
Incentives”
Illinois CPA Society
Lisle, Illinois – September 2001

“Understanding Your ESOP Appraisal”
The ESOP Association
3rd Annual Great Lakes Regional Conference
Chicago, Illinois – September 2001

“Valuation Considerations for Family Limited Partnerships”
South Suburban Estate Planning Council
Homewood, Illinois – June 2001

“An Introduction to Employee Stock Ownership Plans”
Omaha, Nebraska - March 2001

“Valuation Considerations for Family Limited Partnerships”
Illinois CPA Society
Lisle, Illinois - January 2001

“Valuation Considerations for Family Limited Partnerships”
Illinois CPA Society
Lisle, Illinois - October 2000

Guest Instructor
“The Income Approach”
DePaul Graduate School of Business
Chicago, Illinois - September 2000

“Business Valuation Overview”
Illinois CPA Society
Naperville, Illinois - July 2000

“Business Valuation Overview”
Illinois CPA Society
Lisle, Illinois - September 1999

“Business Valuation Considerations”
1999 Summit on Middle Market Corporate Finance
Chicago, Illinois - March 1999

“Valuing a Cogeneration Project”
Midwest Cogeneration Association
Oak Brook, Illinois - September 1996