BEGIN:VCALENDAR VERSION:2.0 PRODID:-//jEvents 2.0 for Joomla//EN CALSCALE:GREGORIAN METHOD:PUBLISH BEGIN:VTIMEZONE TZID:America/Chicago X-LIC-LOCATION:America/Chicago BEGIN:DAYLIGHT TZOFFSETFROM:-0600 TZOFFSETTO:-0500 TZNAME:CDT DTSTART:19700308T020000 RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0500 TZOFFSETTO:-0600 TZNAME:CST DTSTART:19701101T020000 RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU END:STANDARD END:VTIMEZONE BEGIN:VEVENT UID:066cd4dc2699d1275ae124a54078c4d3393 CATEGORIES:Chicago SUMMARY:Chicago In-Person Event | ESOP Board of Director Responsibilities in the Face of Economic Headwinds (Rosemont, IL) LOCATION:Wintrust HQ\, 9700 W Higgins Rd - Second Floor\, Rosemont, IL\, 60018 DESCRIPTION:
$ 0 Founding Member Registration Fee
$ 0 Member Registration Fee
$30 Non-Member Registration Fee
3:30-4:00p Registration
4:00-5:00p Program
5:00-7:00p Networking Reception
Attend this long-awaited in-person event to engage with a dyn amic panel. The panelists have significant Employee Stock Ownership Plan ( ESOP) experience, and will provide valuable insight into the current econom ic conditions which are affecting the fundamental drivers of valuation, Boa rd of Director responsibilities and the financing markets.
Thank you to our National and Gold Chapter Sponsors!
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Betsy Goltermann is a senior executive whose ba ckground includes the positions of CFO, CPA, and Board Member for a family founded manufacturing enterprise, KI Industries, Inc. She has early career experience in public accounting and econometric consulting. She operated alongside other family members to grow KI to over $100M with international operations.
KI provides injection molded and diecast components to o riginal equipment manufacturers in the appliance, automotive and solar indu stries. During Betsy’s tenure in the company, KI grew by both acquisitio n and organically.
The company is 100% ESOP owned. Originally a fami ly business, the company transitioned to ESOP ownership in 2012. In 2014, it was named ESOP Company of the Year by the Illinois ESOP Association in a nd continues to be proud of the contribution of its employees and the stren gth of its culture.
Betsy chairs the audit committee and serves as a member on the compensation committee. The board is actively involved in ov erseeing the Company’s strategy, supporting management, and sustaining the ESOP.
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David is is a partner in the firm’s Corporate Group and a member of the firm's Executive Committee. David has extensive experience in structuring and consummating mergers and acquisition transactions and in representing banks, mezzanine lenders and p rivate equity firms when they make investments in companies.
David ad ds value as a transactional lawyer through organization and collaboration w ith other members of a deal team to get the deal done efficiently. Instead of simply raising legal issues without considering a client's business obje ctives, he focuses on being a problem-solver by proposing creative solution s to issues that allow deals to move forward. He also regularly spends time reviewing market data and networking with other service providers, critica l to be able to help his clients assess whether they are getting a good dea l.
David also represents many middle-market companies in a "general c ounsel" capacity by handling various business law issues. He spends time de veloping personal relationships with each of his clients, knowing the insig ht gained from those conversations is crucial to serving as a better adviso r to the company. As a result, David's clients can rely on his advice and j udgment because he has taken the time to meet with the owners and executive s of the company to understand their business.
Upon joining Levenfeld Pearlstein in 2009, David founded and currently serves as the head of the firm's Employee Stock Ownership Plan (ESOP) practice, which serves clients who are involved in various types of transactions involving ESOPs. In addit ion to working on ESOP transactions and advising ESOP companies, he lecture s frequently on ESOPs and has published articles in various publications ab out how ESOPs are an effective business succession strategy. David is also a member of the board of directors of two ESOP- owned companies and was a f ormer member of the board of directors of the National Center For Employee Ownership (NCEO) and formerly served as the Executive Vice President of the Illinois Chapter of the ESOP Association.
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Pat leads the Wintrust national ESOP lending practice, providing competitive financing solutions to ESOP-owned companies. Pat has 30 years of commercial banking experience and a proven track record of developing and building relationships, financi al analysis, risk management and the development of his staff. Throughout h is career, Pat has been responsible for leading a team of bankers tasked wi th generating Middle Market opportunities in the Chicagoland area, and new and mature ESOP opportunities across the country. He is a member of the Ill inois and National ESOP Association and the National Center for Employee Ow nership (NCEO).
Pat holds a bachelor’s degree in Accounting from Ball State University and a M.B.A. from Loyola University Chicago.