教育
- 迈阿密大学.S.
支持的
- Therese Gillespie
- tgillespie@azarnewsonline.com
专业协会
- 非洲金融共同体协会
- 哥伦布非洲金融共同体协会
- The 雇员股票拥有 Association (估值 咨询 Committee Member)
- National Association for Employee Ownership
- Association for Corporate Growth (Board Member)
- Leadership 哥伦布 (Class of 2017)
- 俄亥俄州员工所有权中心
选择演讲活动
- “雇员股票拥有 Company Acquisitions: Recent Trends and Items to Consider”; Indiana 雇员股票拥有 Association Conference; March 2024
- “雇员股票拥有 Company Acquisitions: Recent Trends and Items to Consider”; OH/KY 雇员股票拥有 Association Conference; March 2024
- “雇员股票拥有 估值s: What You Need to Know”; 俄亥俄州员工所有权中心; Akron, OH; April 2023
- “Navigating the New Normal”; 雇员股票拥有 Association; Lansing, MI; April 2023
- “How a 信任ee Reviews the 估值 Report”; 雇员股票拥有 Association; 哥伦布, OH; March 2023
- “Buy-Sell Agreements: Address Now or Distress Later”; Conway Center; Webinar: March 2023
- “How a 信任ee Reviews the 估值 Report”; 雇员股票拥有 Association; Indianapolis, IN; March 2023
- “Navigating the New Normal”; 雇员股票拥有 Association; Sandusky, OH; October 2022
- “From Feasibility to Reality: A Company’s Journey to 雇员股票拥有 Ownership”; 雇员股票拥有 Association; Lansing, MI; April 2022
- “What’s Impacting 估值s, and Business Value?”; 俄亥俄州员工所有权中心; Akron, OH; April 2022
- “What’s In Store for Your 估值?”; 雇员股票拥有 Association; 哥伦布, OH; March 2022
- “How to Effectively Communicate Financial Information in the New Environment”; 7th Annual Great Lakes Regional 雇员股票拥有 Conference; Sandusky, OH; September 2021
- “GBQuarterly: Is an 雇员股票拥有 Right for Your Company?”; GBQ; 哥伦布, OH; September 2021
- “What’s in Store for Your 雇员股票拥有 估值?”; 俄亥俄州员工所有权中心; Webinar; May 2021
- “Caring for Your Infant 雇员股票拥有”; 俄亥俄州员工所有权中心; Webinar; August 2020
- “雇员股票拥有s and Contractors: A Savvy Business 继承 Strategy”; BDO Alliance USA Conference; Webinar; May 2020
- “Estate and Business 继承 Planning”; Wendy’s Franchisee Association; Webinar; May 2020
- “How to Prepare Better Projections”; 雇员股票拥有 Association; Indianapolis, IN; March 2020
- “Assessing the Feasibility of an 雇员股票拥有”; GBQ; 哥伦布, OH; October 2019
- “所有权转换,员工持股计划 & Next Gen: The Future of Your AE Firm”; GBQ; 哥伦布, OH; August 2019
- “Parenting an 雇员股票拥有 Company Through its Stages of Life”; 雇员股票拥有 Association; Lansing, MI; April 2019
- “Think Like an Investor: A Discussion of Options to Monetize the Value of Your Business”; GBQ; 哥伦布, OH; March 2019
- “税 Reform Roundtable”; 雇员股票拥有 Association; Sandusky, OH; October 2018
- “Potential Impacts of 税 Reform on 雇员股票拥有 Companies”; 雇员股票拥有 Association; Lexington, KY; August 2018
- “Identifying Ownership Transition Options in the Contracting Industry”; GBQ; 哥伦布, OH; February 2018
- “Fundamentals of 雇员股票拥有 Repurchase Obligation”; 雇员股票拥有 Association; Sandusky, OH; October 2017
- “雇员股票拥有s: The Basics + Recent Developments”; Worthington Estate Planning Council; Worthington, OH; August 2017
- “Sharing Business Information to Engage Employee Owners”; 雇员股票拥有 Association; Lansing, MI; April 2017
- “估值: The Cornerstone of an M&A Transaction”; OSU Moritz College of Law; 哥伦布, OH; December 2016
- “Put Your 估值 Knowledge to the Test”; 雇员股票拥有 Association; Louisville, KY; August 2016
- “Getting Your 雇员股票拥有 Off to a Good Start”; 雇员股票拥有 Association; Louisville, KY; June 2015
- “Managing Your Benefit Levels and Repurchase Obligation”; 雇员股票拥有 Association; Indianapolis, IN; March 2015