Upcoming Events

Date Event Speaker
April 5, 2017
Denver, CO
NCEO 2017 Employee Ownership Conference – “International ESOPs” Ron Gilbert
April 5, 2017
Denver, CO
NCEO 2017 Employee Ownership Conference – “C corporation vs S corporation ESOPs” Paige Ryan
June 6, 2017
Huntsville, AL
NCEO Meeting – ESOP Nuts and Bolts – What You Need to Know About ESOPs – “ESOP Feasibility” Paige Ryan

Past Events

Date Event Speaker
November 11, 2016
Las Vegas, NV
The ESOP Association Las Vegas Conference and Trade
Show-“Is a Benefit Corporation Adoption Right for Your Company?”
Ron Gilbert
October 6, 2016
South Lake Tahoe, NV
2016 California/Western States Chapter Conference – Sustainability Paige Ryan
May 19, 2016
Washington, D.C.
The ESOP Association’s 39th Annual Conference – Making the
ESOP Great! Creating a Collaboration Environment Among Your ESOP Companies Corporate Governance Leadership Groups
Ron Gilbert
April 12, 2016
Minneapolis, MN
NCEO Employee Ownership Conference – Opening Orientation Paige Ryan
March 18, 2016
Williamsburg, VA
2016 Mid Atlantic Chapter Spring Conference
Second Stage ESOP Transactions
Ron Gilbert
November 12, 2015
Las Vegas, NV
NCEO Annual Conference
Legal and Regulatory Update, I
Ron Gilbert
September 24, 2015
Denver, CO
The ESOP Association & California Western States Chapter- ESOP 101 Paige Ryan
September 16, 2015
San Diego, CA
NCEO Annual Conference – Is and ESOP Right For You? Paige Ryan
May 7 & 8, 2015
Washington, D.C.
The ESOP Feasibility Analysis in the Current Environment
The ESOP Association Annual Conference
Ron Gilbert
April 21-23, 2015
Denver, CO
How ESOPs Are Used by Professional Service Firms
National Center for Employee Ownership Annual Meeting
Ron Gilbert
Feb 20,2015
Charlottesville, VA
Bay Construction – ESOP Case Presentation
Darden Graduate School of Business, University of Virginia
Ron Gilbert
March 9 & 10
Kissimmee, FL
The Perfect Buyer – An ESOP
Truckload Carriers Association
Ron Gilbert
Jan 21, 2015
Montgomery, MD
Is an ESOP A Perfect Buyer for a Closely-held Business?
Estate Planning Council of Montgomery County
Ron Gilbert
Nov 14. 2014
Nov Las Vegas
Boards of Directors’ and Trustees’ Roles in ESOP Companies
The ESOP Association Technical Conference & Trade Show
Ron Gilbert
 Nov 14. 2014
Nov Las Vegas
Strategic Alternatives for Partially-Owned ESOPs
The ESOP Association Technical Conference & Trade Show
Paige Ryan
Oct 9, 2014
Disneyland, CA
ESOP Communication Milestones
The ESOP Association, California Western States
Chapter Confernce
Paige Ryan
Sept 16, 2014
Denver, CO
Effective Boards of Directors: Best Practices in
Governing an ESOP Company
National Center for Employee Ownership Annual Meeting
Ron Gilbert
August 13, 2014
San Diego, CA
Employee Stock Ownership Plans
California Society of CPAs.
Paige Ryan
April 8, 2014
Denver, CO
After the Dust Settles: You have an ESOP.  Now What?
National Center for Employee Ownership Annual Meeting
Paige Ryan
April 8, 2014
Denver, CO
Including non U.S. Employees:
A Groundbreaking International ESOP
National Center for Employee Ownership Annual Meeting
Ron Gilbert