Events and Meetings
Upcoming Events:
Events
Upcoming Events
November 20, 2024
Releverage Discussion
Presenter: Ashleigh Newlin
Past Events
Industries
November Happy Hour sponsored by Aon
Happy Hour at the TEA National Conference presented by Shane Ocasal
October
Cannabis Companies in the ESOP Industry Discussion presented by Holly Jones, Melissa Thomas, Jake Helwick, and Katie Wilusz Long
September
Overview of RVR Case presented by Joe Piligian
June
1042 Presentation by Rebecca Glasgow - (RBC)
May
Legal Update presented by Holly Jones and Joe Piligian
April
Private Equity and ESOPs Discussion led by Katie Wilusz, Mason Eisenberg, Kevin Parker, and Serena Amlie
February
Pros and Cons of Certain ESOP Plan Provisions, Common Compliance Testing Items, and the Importance of Employee Communication Regarding Participant Statement Rollouts presented by Kip Kuster and Carlito Cabelin
January
Valuation and Market Update presented by Brittany Bruinsma, Katie Wilusz, and Jake Helwick
Lets Connect
Talk to Our Team
Contact our team today to learn more about the ESOP Alliance
Lets Connect
Talk to Our Team
Contact our team today to learn more about the ESOP Alliance