Upcoming February 2015 Events

Looking for an ESOP educational event? Here’s what’s going on in February.

Mid Atlantic Chapter – 2015 Winter Breakfast Meeting (Springfield, VA)

February 10, 2015
Mid Atlantic Chapter
2015 Winter Breakfast Meeting – MAC Chapter
Hosted by:  Mid South Building Supply
7941 Woodruff Court
Springfield, VA 22151
For more information contact Shelly Dennis at sdennis AT esopexec.org – 603.756.3441

Click to register for the Mid Atlantic Chapter meeting


Two Day Professional ESOP Forum (New Orleans, LA)

February 26 – 27, 2015
The Ritz-Carlton
New Orleans, LA

The ESOP Association is holding a two day open discussion forum for Professional Members of The ESOP Association. [Professional Members of The Association are sellers of services to ESOP plan sponsors and to parties considering creating an ESOP. Examples of the services are legal, third party administration, valuation, finance, management consulting, financial advice, trustee, and similar services.]

Led by the Chairs of the highly respected Association Advisory Committees on Valuation, Finance, Legislative and Regulatory Affairs, Administration, Ownership Culture and Fiduciary Issues, this two day program will lay bare the tough issues facing ESOP professionals, and present the pros and cons of different views.  The goal is not only to air different view-points, but to move towards consensus as to “best practices” by the ESOP service provider community.

Preliminary Agenda (12/15/2014)
Professional Forum Registration
For hotel reservations:

Group Link – Deluxe King Accommodations

Group Link – Deluxe Double Accommodations

Or call 1 (800) 826-8987 or go to www.ritzcarlton.com/neworleans and enter the following group codes.

Group Codes: SJFSJFA (Deluxe King Accommodations – $239) and SJFSJFB (Deluxe Double Accommodations – $239)

Questions: Contact Rosemary Clements or Maya Van Buren (866) 366-3832 or meetings AT esopassociation.org



Southwest Chapter – 4th Annual ESOP Chili Cook Off (Irving, TX)

February 26, 2015
Southwest Chapter
4th Annual ESOP Chili Cook Off – Irving, TX
Hosted by:  Inland Truck Parts & Service
2339 E. Grauwyler Rd.
Irving, TX  75061
Please R.S.V.P. to: Butchs AT inlandtruck.com
For Chapter information contact Jim Schranz at 903.575.7345 or via e-mail at jschranz7 AT gmail.com

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