Florida Chapter 2023 - Conference and Roundtables
August 31, 2023 - Orlando, FL
Carla Klingler - Regional Sales Director, Southeast
Sustainability – Strategy Choices and How They Affect Participant Accounts
Rocky Mount Chapter 2023 Fall Conference
September 7-8, 2023 - Denver, CO.
Chad Guzinski - Regional Sales Director, Midwest
Basic ESOP Distributions
Multistate Regional Chapter Conference 2023
September 13-15 - Albany, NY
The Annual Stock Valuation Process
Reviewing your ESOP Plan Administration
The “2 Rs” of Recycling and Redeeming: A Deep Dive (Part 1 of a 2-Part Session)
An In-Depth Discussion of the Third “R”: Releveraging (Part 2 of a 2-Part Session)
Kyla Alterman - Workplace Development, A Blue Ridge Company
Plan Rules to Build Your Ownership Culture
Texas/Oklahoma Chapter - 2023 Fall Conference
September 13-14, - Oklahoma City, OK
Chad Guzinski - Regional Sales Director, Midwest
How Can I Get My ESOP Administration Work Faster?
2023 Midwest Chapter Regional Conference
September 20-22 - Minneapolis, MN
Chad Guzinski - Regional Sales Director, Midwest
Basics of ESOP Distributions
Plan Design Changes ~ What goes into them?
Easily Deployed Strategies to Manage Repurchase Obligation
The NCEO Fall ForumSetpember 26-28 - Houston, TX
Chad Guzinski - Regional Sales Director, Midwest
Design Your ESOP to Attract New Employees and Retain Current Employees
Administrative Issues: QDROs, Death, and Disability
Former Employees Own Shares: So What?
Missing Participants: Where, Oh Where, Did My Participants Go?
California/Nevada Chapter 2023 Annual Conference
September 27-29 - Reno, NV
Marie Sherlock - Regional Sales Director, West
Mature ESOP Issues: Repurchase Obligations, Managing Haves & Have-Nots, and Keeping the Employee Ownership Spirit Alive
Mid-Atlantic & Carolinas - 2023 Fall Conference
September 28-29 - Chapel Hill, NC
Ask the Experts - Hot Topics
New England Fall Conference 2023
October 4-5 - Springfield, MA
The “2 Rs” of Recycling and Redeeming: A Deep Dive (Part 1 of a 2-Part Session)
An In-Depth Discussion of the Third “R”: Releveraging (Part 2 of a 2-Part Session)
Kyla Alterman - Workplace Development, A Blue Ridge Company - Speaking
Leveraging Video as a Powerful Tool for ESOP Education, Engagement and Communication
Southeast Chapter 2023 - Fall Conference and Roundtables
October 10-11 - Huntsville, AL
Carla Klingler - Regional Sales Director, Southeast
Topic TBD
Great Lakes Regional Conference – 2023
October 16-18 - Kalahari Resort & Convention Center
Jim Bado – Workplace Development, A Blue Ridge Company - Speaking
Building Your Ownership Culture with Successful Events, Activities, and Games
Monitoring and Evaluating Plan Design
Kristin Steinhauser - Speaking
A Year in the Life of an ESOP
Northwest Chapter 2023 Fall Conference
October 19-20 - Portland, Oregon
Marie Sherlock - Regional Sales Director, West
A Participant's Guide to Distributions
Hawaii Chapter 2023 Annual Conference
October 25 - Honolulu, HI
Design your ESOP to attract New Employees and Retain Current Employees
Building Excitement in Your ESOP
