Blue Ridge ESOP Associates is pleased to be participating in the NCEO 2020 Virtual Annual Conference this week. If you did not register for the original live conference, you can still register here. This is an excellent opportunity to have your employee owners attend a highly reputable conference, as it offers plenty of sessions that fall under four categories: Basic ESOPs, Beyond the Basics, Leadership & Governance, and Communications & Culture.
Tuesday, April 21-10:15-11:15 a.m. CT
Beyond the Basics:"What to Do When You Find a Mistake with Your ESOP" - Anthony Brunsvold, CPA
Tuesday, April 21-1:05-2:05 p.m. CT
Beyond the Basics: “Diversification and Beyond” - Jon Williams, QKA
Tuesday, April 21-2:10-3:10 p.m. CT
Basic ESOPs:"ESOP Plan Design and Allocations" - Kevin Rusch, CPA, QPA
Tuesday, April 21-3:35-4:35 p.m. CT
Basic ESOPs:“S Corporation Legal and Valuation Issues” - Scott Freund, QPA
Wednesday, April 22-9:45-10:45 a.m. CT
Basic ESOPs:“For the New ESOP: What You Should Know” - Carla Neal Klingler
Wednesday, April 22-11:10 a.m.-12:10 p.m. CT
Basic ESOPs:"Living with an ESOP: ESOP Company Case Studies" - Tom Roback, QKA, CEP
If you would like to learn more about our sessions or the administration services we offer at Blue Ridge ESOP Associates, please do not hesitate to contact any professional on our team.
Tom Roback - Principal/Managing Director - East - 434.220.7947
Chad Guzinski - Regional Sales Director - Midwest - 434.220.7945
Marie Sherlock - Regional Sales Director - West - 434.220.7948
