2018 Employee Ownership Conference in Atlanta
Are you attending the conference this week? Stop by our booth and enter your business card for a chance to win an Amazon Echo Dot (2nd Generation). Our Blue Ridge professionals will be speaking in the following sessions.
Wednesday, April 18 - 1:45-2:30 p.m.
Track E2 - ESOPs: Beyond the Basics - “Releveraging Your ESOP” - Scott Freund, QPA
Track E1 - ESOP Basics - “Basics of Electronic Notification Rules” - Duane Gran
Thursday, April 19 - 10:20-11:40 a.m.
Track CB - Compensation and Benefits - “Employee Benefits in Mergers and Acquisitions: Should it Stay or Should it Go?” - Tom Roback, CEP, QKA
Track E1 - ESOP Basics - “Basic ESOP Distribution Rules” - Kevin Rusch, CPA, QPA
Thursday, April 19 - 2:00-3:15 p.m.
Track E2 - ESOP's Beyond the Basics - “Preparing for Audits and Investigations” - Anthony Brunsvold, CPA
Friday, April 20 - 9:30-10:45 a.m.
Track E2 - ESOP's Beyond the Basics - "Rules of the Road for Re-balancing and Reshuffling Terminated Participant Accounts" - Dolores Lawrence, CPA, QKA
Friday, April 20 - 11:00-12:15
Track E1 - ESOP Basics - "From Year-End to Valuation Administration: Practical Guidance" - Renee Stadtmueller, CPA, QPA
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