ESOP Partners Sponsoring and Presenting at the Midwest Regional ESOP Conference in Minneapolis

ESOP Partners is proud to be sponsoring and speaking at the Midwest Regional ESOP Conference, being held September 10-11, 2015 at the Radisson Blu Mall of America in Bloomington, Minnesota.

This conference, which will feature five tracks of concurrent breakout sessions, provides 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

“S-Corporation 409(p) Anti-Abuse Rules”
Thursday, September 10
9:30-10:30 a.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.

“ESOP Repurchase Obligation – Tips and Tricks to Improving Your Study”
Thursday, September 10
1:30-2:30 p.m.
Presented by Tyler Krzewina, ESOP Consultant with ESOP Partners

Tyler has more than 9 years of experience in ESOP plan administration and consulting.  He has a strong foundation of knowledge and focus in the areas of strategic planning, repurchase forecasting and financial modeling for new and existing ESOP companies.

Additional Team Members Attending

Additional ESOP Partners Team Members attending the conference are: 

Aaron Juckett President	Sarah Trovato Director	Mike Young Senior Business Consultant	Sara Exarhos Marketing & Client Support Coordinator