The Ohio/Kentucky Chapter 2018 Spring Conference will be March 21, 2018, in Powell, OH. At this conference, stop by our table to visit with our business development representative, Tom Roback. Renee Stadtmueller will be presenting at the session "Making Your Annual Participant Statement Meaningful". This session will be an interactive time with panelists and companies in attendance to share ideas on how to present information and ways of distributing statements.
The Illinois Chapter 2018 Spring Conference & Roundtables will be March 22, 2018, in Champaign, IL. At this conference, Kevin Rusch will be presenting at the session "Developing & Updating Your ESOP Administration Timeline". This session will outline the key requirements, issues and deadlines to keep your ESOP on track using a sample timeline. Chad Guzinski our business development representative for the midwest will be in attendance and available to discuss what services we can offer to help you manage your ESOP the smart way.
The New England Chapter 2018 Spring Conference will be March 23, 2018, in Burlington, MA. At this conference, stop by our table to visit with our business development representative, Tom Roback. On Friday morning, Jon Williams will be presenting at the session "ESOP Refresher". Need a refresher on those basics or new to ESOPs, this interactive session will be for you.
The Southwest Chapter 2018 Spring Conference & Awards Luncheon will be March 23, 2018, in Grapevine, TX. At this conference, two of our professionals will be presenting on different topics. Duane Gran will be presenting at the session "Cyber Security - Is your Data Safe?". This presentation will discuss the threat landscape, how third parties are particularly susceptible to breaches and how you can more confidently assess the security capabilities of your third party vendors. Dolores will be presenting about "What do Consider when adding Segregation to your ESOP". Chad Guzinski will also be in attendance to share with you what services Blue Ridge offers to manage your ESOP.
