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HOA Overland Park.jpgESOP Partners will be sponsoring and speaking at the Heart of America Chapter 2017 Annual Fall ESOP Conference, being held August 24, 2017 at the DoubleTree by Hilton Hotel in Overland Park, KS.

The conference, which will feature general 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

What's in a Number? Sharing Financials
Thursday, August 24
9:00 a.m. - 10:15 a.m.
Moderated by Jason Wellman, Senior ESOP Relationship Consultant with ESOP Partners

Fun Ways to Communicate Your ESOP Through Games
Thursday, August 24
1:15 p.m. - 2:30 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.


Issues for Small ESOPs
Thursday, August 24
1:15 p.m. - 2:30 p.m.
Moderated 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.

Click here for more information about the conference, including registration details.

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