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wisconsin-chapter-spring-conference.jpgESOP Partners will be sponsoring and speaking at the Wisconsin Chapter 2016 Annual Spring Conference, being held March 3, 2016, at the Sheraton Madison Hotel in Madison, Wisconsin.

The Wisconsin conference, which will include Technical/Administrative and Communication/Culture 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 & Roundtable

Vicki-Email-Image“Distributions – Lessons Learned”
Thursday, March 3, 11:15 a.m. - 12:05 p.m.
Presented by Vicki Graft, Senior ESOP Consultant with ESOP Partners
“Distributions, Repurchase Obligation”
Thursday, March 3, 2:15–3:00 p.m.
Expert Roundtable led 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.

Other ESOP Partners Team Members Attending:

Additional ESOP Partners Team Members attending the conference are:

Aaron-Email-Image Sarah-Email-Photo.png Mike-Young-Email-Image tyler-email-image-250.png Sarah-E-Email-Image
Aaron Juckett

Sarah Trovato

Mike Young
Senior Business 

Tyler Krzewina

Sara Exarhos
Marketing & Client
Support Coordinator

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

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