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Midwest-regional-ESOP-conference-milwaukee.jpgESOP Partners will be sponsoring and speaking at the Midwest Regional ESOP Conference being held September 8-9, 2016 at The Pfister Hotel in Milwaukee, Wisconsin.

This Midwest Regional Conference, which will feature 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 Presentation


“ESOP Administration Basics”
Thursday, September 8
1:30-2:30 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. 


“A Guide to Reviewing the Accuracy of Your ESOP Plan Administration”     
Friday, September 9
9:15-10:15 a.m. 
Presented by Aaron Juckett, ESOP Partners President

Aaron is a Certified Public Accountant (CPA) with more than 16 years of experience in the ESOP industry.  He is also a Certified Pension Consultant (CPC), Qualified Pension Administrator (QPA), and Qualified 401(k) Administrator (QKA).

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

Additional Team Members Attending

Additional ESOP Partners Team Members attending the conference are: 

Sarah-Email-Photo Mike-Young-Email-Image Mike-Bertram-Email-Photo.png Sarah-E-Email-Image Colleen-Phillips-email.png
Sarah Trovato

Mike Young
Senior Business
Mike Bertram
Senior ESOP
Sara Exarhos
Marketing & Client
Support Coordinator
Colleen Phillips
ESOP Client
Services Coordinator

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