Blue Ridge ESOP Associates Industry News

Blue Ridge Professionals at Spring Conferences

Posted by Blue Ridge ESOP Associates

Mar 27, 2019 3:14:16 PM

ESOPBlue Ridge ESOP Associates is committed to staying active in the ESOP Community.  Several of our employees will be doing presentations and attending upcoming conferences this spring.

  • Tom Roback will be attending the NY/NJ 2019 Spring Conference in Rochester, NY on April 3rd.
  • NCEO Annual Block Logo 2019Blue Ridge ESOP Associates is proud to be a sponsor for the Employee Ownership Conference in Pittsburgh, PA - April 9-11. Please use code 19Save45Main to receive a $45 discount per attendee. Our Business Development Team - Tom Roback, Chad Guzinski, and Marie Sherlock look forward to seeing you at our booth to show you the best services we offer for your ESOP & 401(k), and Blue Ridge  professionals will be co-presenting in the following sessions.

Tuesday, April 9 - 9:00-10:15 a.m.

Track E2 - “Benefit Levels and Planning for the ESOP Repurchase Obligation” - Kevin Rusch, CPA, QPA

Tuesday, April 9 - 10:30-11:45 a.m.

Track E1 - “Living with an ESOP: Company Perspectives” - Tom Roback, CEP, QKA

Track E2 - “Creative Contribution and Segregation Methods” - Anthony Brunsvold, CPA

Track CC - “ESOP Committees in Action: Administrative, Communication, and Advisory” - Carla Neal Klingler

Tuesday, April 9 - 3:00-4:15 p.m.

Track E1 - “Basic Distribution: Options and Challenges” - Dolores Lawrence, CPA, QKA

Track E2 - “Administrative Mistakes and How to Fix Them” -  Renee Stadmueller, CPA, QPA

Wednesday, April 10 - 11:50-1:00 p.m.

Roundtable Lunch Discussions - "Understanding and Managing your Repurchase Liability" - Kevin Rusch, CPA, QPA

Wednesday, April 10 - 3:45-5:00 p.m.

Track CC - “Communication Strategies for Explaining Diversification” - Scott Freund, QPA

Thursday, April 11 - 7:30-8:30 a.m.

One-on-One Expert Mini-Consultations - "Forecasting the Repurchase Obligation" - Kevin Rusch, CPA, QPA