Blue Ridge ESOP Associates Industry News

2018 Employee Ownership Conference

Posted by Blue Ridge ESOP Associates

Apr 17, 2018 11:19:28 AM

NCEO 2018 Logo.jpg2018 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


Topics: Ownership Culture, Distributions, Conferences, Audits, Releveraging your ESOP, Year-End Valuation

Experience the Leader in Personalized ESOP & 401(k) Administration

Blue Ridge ESOP Associates can provide everything you need to administer your ESOP, 401(k) or combination ESOP/401(k) plan. Our full service outsourcing, which can include participant on-line services, provides worry-free  assistance for your HR or Benefits staff, leaving them free to concentrate on other responsibilities.

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