ESOP 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
“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:
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| Aaron Juckett President |
Sarah Trovato Director |
Mike Young Senior Business Consultant |
Tyler Krzewina ESOP Consultant |
Sara Exarhos Marketing & Client Support Coordinator |
Click here for more information about the conference, including registration details.