On April 7, Maine Bankers Association will host its 2026 Trust & Wealth Management Conference, bringing together professionals across banking, finance, legal services, and wealth management for a day of education, strategic discussion, and networking.
Shareholder Steve Gerlach will present “ESOPs Unpacked: Financing Opportunities, Lender Risk & Wealth Management Strategy.”
As ESOPs continue to grow as a succession strategy, they present important considerations for lenders and advisors. Steve’s session will cover how ESOP transactions are financed, key credit risks for lenders, and structuring decisions that impact enterprise value and long-term stability.
He will also address the wealth management opportunity created by liquidity events for selling shareholders, along with how advisors can support clients through liquidity management, tax strategy coordination, estate planning, and ongoing investment oversight.
Learn more and register for the conference here: Maine Bankers Association Events Calendar