Blue Ridge ESOP Associates Industry News

Spring 2021 - Mid-Atlantic Virtual Meeting

Posted by Blue Ridge ESOP Associates

Mar 1, 2021 10:00:00 AM

Blue Ridge is proud to be a lead sponsor for the Mid-Atlantic Chapter Spring Meeting and Roundtables on March 10-11, 2021 hosted by The ESOP Association. Tom Roback, Dolores Lawrence, and Jon Williams will be attending this conference. This is a great opportunity for your employee-owned company to "send" multiple owners at an affordable price, as content will be geared towards "middle managers, employee owners and members of company ESOP committees".

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Topics: Conferences

Fall 2020 - Northeast Regional Virtual Meeting

Posted by Blue Ridge ESOP Associates

Sep 17, 2020 12:41:00 PM

Blue Ridge is proud to be a supporting sponsor for the Northeast Regional Virtual Meeting on September 29-30, 2020 hosted by The ESOP Association for all states included in the Pennsylvania/Delaware, New York/New Jersey, and New England Chapters. This is a great opportunity for your employee-owned company to "send" multiple owners at an affordable price, as content will be geared towards "middle managers, employee owners and members of company ESOP committees".

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Topics: Conferences

Fall 2020 - Southeast Regional Virtual Meeting

Posted by Blue Ridge ESOP Associates

Sep 15, 2020 12:29:24 PM

Blue Ridge is proud to be a supporting sponsor for the Southeast Regional Virtual Meeting on September 24-25, 2020 hosted by The ESOP Association for all states included in the New South, Carolinas and Mid-Atlantic Chapters. Tom Roback, Carla Klingler, and Jon Williams will be attending this conference. This is a great opportunity for your employee-owned company to "send" multiple owners at an affordable price, as content will be geared towards "middle managers, employee owners and members of company ESOP committees".

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Topics: Conferences

Fall 2020 - Great Lakes Virtual Meeting

Posted by Blue Ridge ESOP Associates

Sep 3, 2020 10:00:00 AM

Blue Ridge is proud to be a supporting sponsor for the Great Lakes Regional Virtual Meeting on September 22-23, 2020 hosted by The ESOP Association for all states included in the Indiana, Michigan, and Ohio/Kentucky Chapters. Tom Roback will be attending and speaking at this conference. This is a great opportunity for your employee-owned company to "send" multiple owners at an affordable price, as content will be geared towards "middle managers, employee owners and members of company ESOP committees".

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Topics: Conferences

NCEO Virtual Fall ESOP Forum 2020

Posted by Blue Ridge ESOP Associates

Sep 1, 2020 11:00:00 AM

The Fall ESOP Forum - September 14-16, 2020 - Join Blue Ridge at this event sponsored by the National Center for Employee Ownership (NCEO). While COVID-19 prevents us from attending in person, the NCEO has done an excellent job converting this forum into a virtual event. "Join employee-owners and ESOP experts for the Fall ESOP Forum, a three-day seminar featuring up-to-date best practices with over 40 immersive and educational sessions led by experts in the latest in employee ownership legislation, research, and communication and culture."

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Topics: Conferences

Fall 2020 - Midwest Regional Virtual Meeting

Posted by Blue Ridge ESOP Associates

Aug 31, 2020 11:17:00 AM

Blue Ridge is proud to be a supporting sponsor for the Midwest Regional Virtual Meeting on September 17-18, 2020 hosted by The ESOP Association for all midwest states included in the Iowa/Nebraska, Illinois, Minnesota/Dakotas, Wisconsin and Heart of American Chapters. Our professionals, Chad Guzinski and Pam Themar will also be attending this conference. This is a great opportunity for your employee-owned company to "send" multiple owners at an affordable price, as content will be geared towards "middle managers, employee owners and members of company ESOP committees".

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Topics: Conferences

Fall 2020 - Western Regional Virtual Meeting

Posted by Blue Ridge ESOP Associates

Aug 28, 2020 11:04:51 AM

Blue Ridge is proud to be a supporting sponsor for the Western Regional Virtual Meeting on September 10-11, 2020 hosted by The ESOP Association for all western states included in the California/Western, Northwest, Southwest and Hawaii Chapters. Our professionals, Marie Sherlock and Randy Shrake will also be attending this conference. This is a great opportunity for your employee-owned company to "send" multiple owners at an affordable price, as content will be geared towards "middle managers, employee owners and members of company ESOP committees".

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Topics: Conferences

Upcoming Virtual Conferences: NAFE/VEOC/OEOC

Posted by Blue Ridge ESOP Associates

Aug 14, 2020 9:00:00 AM

We are pleased to announce that several of our earlier conferences Blue Ridge sponsored in the  Spring & Summer 2020 were rescheduled and converted to virtual conferences. Blue Ridge professionals will be presenting at three of those conferences next week.

Dolores Lawrence will be speaking at next week's 2020 NAFE Amplified Conference. This conference is hosted by NIPA & WPB&C. Dolores will be speaking twice during this conference:

  • Monday, August 17: 11:45-12:35 p.m. "Eligibility & Coverage" - Who's the Participant? What seems like a straightforward question can, in reality, be a complicated issue. Dual eligibility and job or division classification exclusions can be effective plan design tools, but also add to the complexity of administering plans. Add in rehires, seasonal employees, controlled group and affiliated service group considerations and you can have additional challenges. In this session, the speaker will provide insight into dealing with eligibility and coverage issues.
  • Tuesday, August 18: 11:-05-11:55 a.m. "Considerations When Sponsoring an ESOP and a 401(k) Plan" - Many companies share ownership with their employees through the sponsorship of an ESOP. Most of those companies also sponsor a 401(k) plan. This type of combined retirement program can produce complications, pitfalls and special considerations for sponsorship and administration. This session will explore the key issues for the joint administration of both plans and their cohesiveness through a review of: plan design; compliance testing; and, situations unique to an ESOP as part of the benefit program.
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Topics: Conferences

Heart of America's 19th Annual Fall ESOP Conference

Posted by Blue Ridge ESOP Associates

Aug 17, 2018 2:45:22 PM

The Heart of America's 19th Annual Fall ESOP Conference is coming up next week! There is still time today to register here. At this conference, our professionals Chad Guzinski and Scott Freund will be available to give an overview of the additional services we provide along with our standard ESOP & 401k administration services. On Thursday, you will have the opportunity to hear Anthony Brunsvold present about the Three R's of Distributions and Their Impact on Cash Flow & Repurchase. In this technical session, experienced practitioners will explain the real meaning behind the terms Recycling, Redeeming and Releveraging and how each impacts the ESOP.
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Topics: Repurchase Obligation, Conferences

Heart of America's Annual Spring St. Louis ESOP Seminar

Posted by Blue Ridge ESOP Associates

Apr 24, 2018 5:32:21 PM

The Heart of America's annual spring St. Louis ESOP seminar is tomorrow! At this conference, you will have the opportunity to hear Anthony Brunsvold co-present at "The Great Debate: ESOP Sustainability" from 11:00 a.m. to 12:00 p.m. Hot topics that bring challenges to the management of ESOP companies will be discussed with suggested strategies that might help such challenges as distribution policy, repurchase methods, funding strategies and releveraging.
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Topics: Repurchase Obligation, Distributions, Conferences