Education
- Miami University, B.S.
Supported By
- Therese Gillespie
- tgillespie@iin3d.com
Professional Associations
- CFA Institute
- CFA Society of Columbus
- The ESOP Association (Valuation Advisory Committee Member)
- National Association for Employee Ownership
- Association for Corporate Growth (Board Member)
- Leadership Columbus (Class of 2017)
- Ohio Employee Ownership Center
Select Speaking Engagements
- “ESOP Company Acquisitions: Recent Trends and Items to Consider”; Indiana ESOP Association Conference; March 2024
- “ESOP Company Acquisitions: Recent Trends and Items to Consider”; OH/KY ESOP Association Conference; March 2024
- “ESOP Valuations: What You Need to Know”; Ohio Employee Ownership Center; Akron, OH; April 2023
- “Navigating the New Normal”; ESOP Association; Lansing, MI; April 2023
- “How a Trustee Reviews the Valuation Report”; ESOP Association; Columbus, OH; March 2023
- “Buy-Sell Agreements: Address Now or Distress Later”; Conway Center; Webinar: March 2023
- “How a Trustee Reviews the Valuation Report”; ESOP Association; Indianapolis, IN; March 2023
- “Navigating the New Normal”; ESOP Association; Sandusky, OH; October 2022
- “From Feasibility to Reality: A Company’s Journey to ESOP Ownership”; ESOP Association; Lansing, MI; April 2022
- “What’s Impacting Valuations, and Business Value?”; Ohio Employee Ownership Center; Akron, OH; April 2022
- “What’s In Store for Your Valuation?”; ESOP Association; Columbus, OH; March 2022
- “How to Effectively Communicate Financial Information in the New Environment”; 7th Annual Great Lakes Regional ESOP Conference; Sandusky, OH; September 2021
- “GBQuarterly: Is an ESOP Right for Your Company?”; GBQ; Columbus, OH; September 2021
- “What’s in Store for Your ESOP Valuation?”; Ohio Employee Ownership Center; Webinar; May 2021
- “Caring for Your Infant ESOP”; Ohio Employee Ownership Center; Webinar; August 2020
- “ESOPs and Contractors: A Savvy Business Succession Strategy”; BDO Alliance USA Conference; Webinar; May 2020
- “Estate and Business Succession Planning”; Wendy’s Franchisee Association; Webinar; May 2020
- “How to Prepare Better Projections”; ESOP Association; Indianapolis, IN; March 2020
- “Assessing the Feasibility of an ESOP”; GBQ; Columbus, OH; October 2019
- “Ownership Transition, ESOPs & Next Gen: The Future of Your AE Firm”; GBQ; Columbus, OH; August 2019
- “Parenting an ESOP Company Through its Stages of Life”; ESOP Association; Lansing, MI; April 2019
- “Think Like an Investor: A Discussion of Options to Monetize the Value of Your Business”; GBQ; Columbus, OH; March 2019
- “Tax Reform Roundtable”; ESOP Association; Sandusky, OH; October 2018
- “Potential Impacts of Tax Reform on ESOP Companies”; ESOP Association; Lexington, KY; August 2018
- “Identifying Ownership Transition Options in the Contracting Industry”; GBQ; Columbus, OH; February 2018
- “Fundamentals of ESOP Repurchase Obligation”; ESOP Association; Sandusky, OH; October 2017
- “ESOPs: The Basics + Recent Developments”; Worthington Estate Planning Council; Worthington, OH; August 2017
- “Sharing Business Information to Engage Employee Owners”; ESOP Association; Lansing, MI; April 2017
- “Valuation: The Cornerstone of an M&A Transaction”; OSU Moritz College of Law; Columbus, OH; December 2016
- “Put Your Valuation Knowledge to the Test”; ESOP Association; Louisville, KY; August 2016
- “Getting Your ESOP Off to a Good Start”; ESOP Association; Louisville, KY; June 2015
- “Managing Your Benefit Levels and Repurchase Obligation”; ESOP Association; Indianapolis, IN; March 2015