Texas/Oklahoma Chapter - 2024 Fall Conference
August 28-29, 2024
Chad Guzinski, Regional Sales Director, Midwest
Linda Badilo, Client Relationship Manager
Dolores Lawrence, Senior Managing Director - Speaking
Distributions & Diversification - Frequently Asked Questions
Rocky Mountain Chapter 2024 Fall Conference
September 12-13, 2024 - Albequerque, NM
Chad Guzinski, Regional Sales Director, Midwest
2024 Midwest Chapter Regional Conference
September 18-20 - Kansas City, MO
Chad Guzinski, Regional Sales Director, Midwest
Anthony Brunsvold, Sr. Plan Administrator - Speaking
What Happens Next? - Guide to the First Year After ESOP Closing
Dustin Pirie, Sr. ESOP Consultant - Speaking
Financing Update and Impacts of Leverage on Valuation and Repurchase Obligations
Kip Kuster, ESOP Manager - Speaking
Start-Stop-Wait: Responsibilities & Roadblocks through the Annual ESOP Process
Scott Freund, Senior Managing Director - Speaking
409(p) Testing for S Corporation ESOP's - What You Need to Know
Agne Girstautaite, ESOP Manager
Monika Zimmer, Managing Director
Mid-Atlantic & Carolinas - 2024 Fall Conference
September 25-26 - Harrisonburg, VA
Dolores Lawrence, Senior Managing Director - Speaking
Frequently Asked Questions About Distribution Policies
Multistate Regional Chapter Conference 2024
September 25-27 - Mohegan, PA
Renee Stadtmueller, Managing Director - Speaking
How to Manage your ESOP from the lens of a new, mid-stage and mature ESOP companies
Matthew York, ESOP Administrator
California/Nevada Chapter 2024 Annual Conference
September 25-27 - Reno, NV
Danny Lamastra, ESOP Communication Consultant - Speaking
It's Ok! Revamp your ESOP Communication Committee!
Great Lakes Regional Conference – 2024
October 7 - 9 - Sandusky, OH
Blue Ridge will have multiple professionals attending and speaking. Watch our socials for updated information in the near future!
Northwest Chapter 2024 Fall Conference
October 10-11 - Anchorage, AK
Randy Shrake, Managing Director - Speaking
Mature ESOP Topics
New England Fall Conference 2024
October 15-16 - Springfield, MA
Tom Roback, President - Attending
Barbara Clough, Managing Director - Speaking
Watch our socials for updated information in the near future!
Southeast Chapter 2024 - Fall Conference and Roundtables
October 10-11 - Huntsville, AL
Carla Klingler, Regional Sales Director, Southeast
Watch our socials for updated information in the near future!
Follow our socials and stay tuned for more information about Employee Owned 24!
