ESOP Partners will be attending and speaking at the 40th Annual ESOP Conference and 26th Awards Ceremony. The awards ceremony will be held May 10, 2017 and the conference will be held May 11-12, 2017, at the JW Marriott Washington Hotel in Washington, DC.
The 40th Annual ESOP Conference, which will feature chapter meetings and concurrent breakout sessions, will provide attendees with valuable opportunities to share their ideas and network with other ESOP companies. They’ll also have the chance to talk one-on-one with ESOP professionals about their ESOP questions and concerns.
ESOP Partners Presentations
“Admin Cycle - Part II - Distributions”
Thursday, May 11
11:20 a.m. - 12:20 p.m.
Presented by Vicki Graft, Senior ESOP Consultant with ESOP Partners
Vicki is a Certified Public Accountant (CPA), Certified Pension Consultant (CPC) and Qualified Plan Administrator (QPA), with more than 18 years of ESOP and ERISA experience.
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Friday, May 12
2:00 p.m. - 3:00 p.m.
Presented by Jason Wellman, Senior ESOP Relationship Consultant with ESOP Partners
Jason helps ESOP companies by developing a comprehensive Ownership Culture through proactive educational resources for all participants to improve their understanding of ESOPs' unique benefits.
Click here for more information about the conference, including registration details.