1. Improving Shareholder Liquidity, Employee Performance through ESOPs

Improving Shareholder Liquidity, Employee Performance through ESOPs

Improving Shareholder Liquidity, Employee Performance through ESOPs
Event ID: 72616
Not for Sale
Recording: 15594

Duration: Scheduled for 90 minutes including question and answer session.
Presenter(s): Mark Russell & Ed Renenger
$299.00, On-Demand includes full audio presentation, question and answer session, and presentation slides.
Credits: Live webinar approved for 1.5 NASBA credit hours (Management Services)
Who Should Attend? Branch managers, private bankers, business development officers, assistant branch managers, senior bank management, board of directors and shareholders


Banks are struggling to provide liquidity for their stockholders and incentivize employees.

Most banks face challenges to find, incentivize and retain their best employees in an increasingly competitive market. Often, smaller banks and banks structured as Subchapter S corporations have the added challenge of providing liquidity for their shareholders and founders. An employee stock ownership plan can be an excellent tool for addressing those issues.

Learn how to utilize an ESOP to create a buyer for the bank’s stock and how an ESOP can increase employee benefits and provide employees with a sense of ownership that can improve recruitment, retention and performance.


  • What is your experience with banks that have initiated a small ESOP designed primarily as an employee benefit?  
  • Can this be used as a replacement for an existing retirement plan? 
  • Are there any advantages or disadvantages of using an ESOP as a retirement plan as compared to a defined benefit or defined contribution plan?  
  • How much liquidity can be generated through an ESOP?



Your conference leaders for “Improving Shareholder Liquidity, Employee Performance through ESOPs” are Mark Russell & Ed Renenger.

Mark Russell is a senior managing director of Griffin Financial Group and the head of the finance group for SES ESOP Strategies, Griffin’s affiliated ESOP consulting practice. Mark helps companies determine the feasibility of an ESOP and whether an ESOP is the appropriate vehicle for the relevant stakeholders. He works extensively with business owners, evaluating their business and personal situations and assisting in preparing for succession of or exit from their businesses by performing an exhaustive analysis of alternatives (including management buyouts, ESOPs, recapitalizations, and minority or majority sales of the business) to ensure business owners have all of the information necessary to decide the best path to achieve their goals. Finally, he assists business owners in optimizing the strategies designed to achieve the desired outcome.

Ed Renenger is COO of SES ESOP Strategies and Co-Chair of the ESOP Group and the Employee Benefits and Executive Compensation Group at Stevens & Lee, an affiliated company of SES ESOP Strategies. He concentrates his practice in helping companies navigate the complexities of employee stock ownership plans (ESOPs). In this capacity, Ed advises business owners on how to sell their companies to employees through an ESOP. This process typically involves working with the company to first determine the feasibility and impact of creating an ESOP, consulting on whether the ESOP accomplishes the goals of the relevant stakeholders, designing the appropriate structure to accomplish those goals, implementing the transaction and then assisting the company with the ongoing administration and compliance of the ESOP.


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