ESOP Partners is proud to be sponsoring and speaking at the NCEO 2017 Employee Ownership Conference being held April 4-6 (preconference on April 3) in Denver, Colorado.
Hosted by the National Center for Employee Ownership (NCEO), this conference provides great opportunities to learn about emerging employee ownership trends, legal issues, best management practices, and more. In addition, attendees will be able to network with ESOP companies from across the country.
ESOP Partners Presentations
“As an ESOP Participant, When Will I Get My Piece of the Pie and What Form Will It Take?”
Monday, April 3, 3:15 - 3:45 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.
“From Year-End to Valuation and Administration: Practical Guidance”
Tuesday, April 4, 3:30 - 4:45 p.m.
“ESOP Strategic Planning” Roundtable
Wednesday, April 5, 12:15 - 1:15 p.m.
Presented by Aaron Juckett, President of ESOP Partners
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).
Where to Find Our Team
Visit the ESOP Partners team at Booth 8 at The Sheraton Denver Downtown Hotel. Additional ESOP Partners team members attending NCEO include:
Mike Young Senior Business Consultant |
Cheryl Gallup Senior Business Consultant |
Jason Wellman Senior ESOP Relationship Consultant |
Click here for more information about the NCEO Employee Ownership Conference.