Blue Ridge ESOP Associates Industry News

Upcoming Conferences: WI ESOP - 2019 Summer Meeting & the 2019 Vermont Employee Ownership Conference

Posted by Blue Ridge ESOP Associates

Jun 5, 2019 12:00:00 PM

Wisconsin LOGO1Blue 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.

VEOC-logo-currentDolores 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.