Professionals’ Forum 2026

|Charleston, SC

The ESOP Association’s Professionals’ Forum is the only event of its kind: a meeting designed exclusively for high-level professionals who provide technical, financial, and legal assistance to ESOP companies. 

Wednesday, February 4

Greg Cook will be presenting on “ESOP-Talks: Initial Transaction Issues.”

Thursday, February 5

Hillary Hughes will be presenting on “AI and Data Analytics in Valuation, Administration, and Governance.”

Dave Diehl will be presenting on “New ESOP Formations, Industry Concentrations & Finance Alternatives/Impacts.”

Hillary Hughes will be presenting on “AI and Data Analytics in Valuation, Administration, and Governance (Repeated).”

The Team

Attendees

Rocky Fiore

President and COO

Daniel CallananASA

Managing Director

Tom DeSimoneCPA

Managing Director

Hillary HughesCFA, ASA

Managing Director

Gregory Cook

Managing Director

Timothy JamisonCPA

Managing Director

Shaun McGehee

Managing Director

Nick VinerCFA

Director

Melissa GoetzCPA/ABV, ASA

Vice President

Alexander Grasser

Vice President

Joseph Labetti

Vice President

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