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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

Vicki-Email-Image.png“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.

Aaron-Email-Image“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-Email-Image   Cheryl-Email-Image.png   Jason-Email-Image.png
Mike Young
Senior Business
  Cheryl Gallup 
Senior Business
  Jason Wellman
Senior ESOP
Relationship Consultant

Click here
for more information about the NCEO Employee Ownership Conference.

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