1. National Center for Employee Ownership (NCEO)
    April 18, 2018

    Annual Conference
    Atlanta, GA
    Speakers and sponsors: Chuck Coyne, ASA, Scott Brace, ASA, Greg Sullivan, ASA, Dan Cooper, CFA,
    Joe Eckl, CFA, ASA and Linda Cutler

     
  2. ESOP NY/NJ Spring Conference
    April 5, 2018

    Syracuse, NY
    Keynote Speaker: Scott Brace, ASA

     
  3. ESOP New England Chapter
    March 23, 2018

    2018 Spring Conference
    Burlington, MA
    Sponsor and attendee: Chuck Coyne, ASA

     
  4. ACTEC Annual Meeting
    March 7, 2018

    San Antonio, TX
    Sponsors and attendees: Rich Hayes, Kevin Kane, CFA, ASA, Scott Nammacher, ASA, CFA,
    and Hugh Woodside, ASA, CFA 

     
  5. Is an ESOP Right for You?
    February 15, 2018

    National Center for Employee Ownership (NCEO
    Scottdale, AZ
    Speaker: Chuck Coyne, ASA

     
  6. SuperReturn US West Conference
    February 3, 2018

    San Francisco, CA
    Sponsors and Attendees: Kevin Kane, CFA, ASA and Michael Lu

     
  7. NYSSCPA - 2018 Committees Networking Night
    February 1, 2018

    New York, NY
    Attendees: Jason Ross, ASA and Jon Tang, CFA

     
  8. 52nd Annual Heckerling Institute on Estate Planning Conference
    January 22, 2018

    Orlando, FL
    Sponsors and Attendees: Scott Nammacher, ASA, CFA, Kevin Kane, CFA, ASA,
    Joseph Eckl, CFA, ASA, Chuck Coyne, ASA, Rich Hayes, Linda Cutler

     
  9. ACG Women of Leadership
    January 18, 2018

    New York, NY
    Attendee: Linda Cutler

     
  10. Society of American Military Engineers (SAME) Conference
    November 16, 2017

    Federal Small Business Conference
    Pittsburgh, PA
    Sponsors and Attendees: Chuck Coyne, ASA

     
  11. New York State Bar Association
    September 14, 2017

    Trusts and Estates Fall Meeting
    Buffalo, NY
    Sponsors and Attendees: Scott Brace, ASA and Greg Sullivan, ASA

     
  12. ESOP Association
    September 13, 2017

    Multi-State Conference
    Wilkes Barre, PA
    Sponsors and Attendees: Terry Griswold, ASA and Chuck Coyne, ASA

     
  13. 13th Annual Jerry Kasner Estate Planning Symposium
    September 7, 2017

    Hosted by the Santa Clara School of Law
    Santa Clara, CA
    Sponsors and Attendees: Kevin Kane, CFA, ASA and Scott Nammacher, ASA, CFA

     
  14. Florida Bar Association
    August 24, 2017

    Attorney/Trust Officer Liaison Conference
    Hosted by The Real Property Probate and
    Trust Law Section of The Florida Bar (RPPTL)
    Palm Beach, CA
    Exhibitor and Attendee: Rich Hayes

     
  15. BEI National Conference
    August 23, 2017

    Denver, CO
    Exhibitor and Attendee: Kevin Kane, CFA, ASA

     

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