VP - ESOP Consulting
Principal
Hamburg, NY
Joe Marx is Vice President- ESOP Consulting at Principal. He specializes in assisting companies in the analysis, design, implementation, and operation of ESOPs, repurchase obligation planning, and ESOP administration. He is a frequent presenter at various national and regional conferences and workshops. He is a member of the New York State Society of CPAs, The ESOP Association, and the NCEO. He also serves on the Finance Committee of The ESOP Association, is active in the NY/NJ and New England Chapters and is on the strategic planning committees for the NJ/NY and PA Centers for Employee Ownership.
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Managing Repurchase Obligations for a Mature ESOP
Wednesday, April 8, 2026
2:45 PM - 3:45 PM CDT