Blue Ridge professionals, Scott Rademacher and Pam Themar will be attending next week's Wisconsin Chapter's 2019 Summer Meeting. Scott will be speaking about the "Five R's - Redeem, Recycle, Re-leverage, Rebalance, Reshuffle" and how the work and how to implement them to manage your ESOP for long term sustainability.
Dolores Lawrence and Tom Roback will be representing Blue Ridge at the 2019 Vermont Employee Ownership Conference. Dolores will be speaking about "Hot Topics for ESOPs" with a panel of professionals well-respected in the ESOP world. This will be an open an lively discussion regarding what ESOP fiduciaries need to know about valuation issues, fiduciary issues, plan governance, litigation trends, DOL ESOP examinations, DOL subpoena concerns and more.