May Dinner Meeting: "Training Staff" and "Tax Business Succession Planning" CPE Session

When:  May 15, 2019 from 05:30 PM to 08:15 PM (ET)
Associated with  Akron Chapter
Hilton Garden Inn
May 15, 2018
Guest Night

Agenda:
Registration opens at 5:15pm
Buffett Dinner at 5:45pm
Pre-Tech Session begins at 6:10pm
Technical Session begins at 7:10pm

Pre-tech Session - "Training - A Full Staff Project"


Aaron Dahnke, CAE
Education Manager, Natural Stone Institute

Aaron Dahnke is currently the Education Manager for the Natural Stone Institute and is responsible for leading the association’s education and training programs which include: Stone-related training at major industry tradeshows, The Natural Stone Institute/Stone World regional education program, delivery of CEU credits to the design community, and resources from the association bookstore.  Aaron is also currently involved in The Natural Stone Institute's Chapter program.

Before joining the Natural Stone Institute, Aaron managed the Center for Nonprofit Advancement’s (Washington DC) education program.  While at the Center for Nonprofit Advancement, Aaron’s duties included building an educational curriculum for the nonprofit community, which included over 100 educational classes a year.  In conjunction with the Washington DC Mayor’s Office, Aaron also managed the yearly D.C. Public Private Partnership Conference, which provided day-long nonprofit educational training for the region. 
 
Aaron currently resides in Westlake and is a graduate of Ohio University, where he earned both Bachelor's and Master's degrees.  He also received his Certified Association Executive (CAE) designation from the American Society of Association Executives in 2015.


Technical Session - "ESOPs: A Tax-Advantaged Business Succession Planning Vehicle"

Greg M. Daugherty
Partner, Porter Wright Morris & Arthur LLP

G
reg Daugherty focuses his practice on executive compensation and employee benefits matters for publicly traded and privately held companies and nonprofit organizations.  He has extensive experience assisting business owners with their succession planning needs through the implementation of employee stock ownership plans (ESOPs).

Greg’s executive compensation and employee benefits experience consists of assisting employers with design implementation, and compliance issues related to qualified and nonqualified retirement plans, stock and non-stock based incentive programs, employment agreements, severance agreements, and change-in-control and parachute agreements.  He provides advice relate to ERISA fiduciary and 409A compliance and strategic planning, including advising companies on compensation and benefits issues in connection with mergers, acquisitions, and spinoffs.  Greg also assists employers with benefit plan correction programs offered by the Department of Labor and Internal Revenue Service.
 
Greg’s ESOP experience consists of assisting companies with the design and implementation of ESOPs and representing companies in stock purchase transactions involving the company, sellers, and the ESOP.  Greg also assists both companies and lenders in connection with loans made to ESOP-owned companies.  He provides ongoing counsel to ESOP-owned companies, assisting with ERISA fiduciary questions and with the implementation of incentive compensation arrangements that facilitate an employee ownership culture.
 
Greg received a JD (with honors) from The Ohio State University Michael E. Moritz College of Law and a Bachelor of Science (summa cum laude) from Miami University.  He is a member of the Ohio Bar.  His professional associations include The ESOP Association, Ohio Employee Ownership Center, American Bar Association, and the Columbus Bar Association (Pension Advisory Committee and Chair 2011-2013 of the Employee Benefits Committee).  Greg has been designated an “Ohio Super Lawyer, Rising Stars Edition”.
 
Among Greg’s community associations are St. Christopher Parish (Young Professionals Group), Kiwanis Club of Columbus, Columbus Young Professionals Club, and Officer 2009-2013 with Miami University Alumni Association.



Photography
: By registering for this event, you agree and acknowledge that IMA® (Institute of Management Accountants) along with its partners, subcontractors, or affiliates plan to take photographs at the Akron IMA Dinner Meeting for reproduction in educational, news, or promotional material, whether in print, electronic, or other media including IMA and IMA’s affiliate partner websites. By participating in the Akron IMA Dinner Meeting, you grant IMA and any of its designated subcontractors, partners, or affiliates the right to your name and image (both photographs) for such purposes.

 

Liability Waiver: By registering for this event, you agree and acknowledge that you are undertaking participation in IMA® (Institute of Management Accountants) events and activities as your own free and intentional act, and you are fully aware that possible physical injury might occur to you as a result of your participation in these events. You give this acknowledgement freely and knowingly and that you are able to participate in IMA events, and you do hereby assume responsibility for your own well-being.

Location

Hilton Garden Inn
1307 E Market Street
Akron, OH 44305

Contact

Joe Richards

akron@imachapter.org