1. ESOP 101: Is an ESOP Right for You?
    March 21, 2017

    Waltham, MA
    Panelist: Chuck Coyne, ASA

  2. National Center for Employee Ownership (NCEO)
    February 16, 2017

    Regional Conference
    Scottsdale, AZ
    Speaker: Chuck Coyne, ASA

  3. BVR Webinar: How Repurchase Obligations Impact Valuations
    February 9, 2017

    Chuck Coyne, ASA

  4. 18th Annual New England Estate Planning (and More) Conference
    January 6, 2017

    Massachusetts Continuing Legal Education, Inc.
    Boston, MA
    Speaker: Hugh Woodside, ASA, CFA

  5. Financial Research Associates (FRA)
    November 15, 2016

    7th Annual Hedge Fund Financial Reporting Conference
    New York, NY
    Panelist: Mark Shayne, ASA, CPA/ABV

  6. Financial Research Associates (FRA)
    November 14, 2016

    18th Annual Hedge Fund Tax Forum
    New York, NY
    Panelist: Hugh Woodside, ASA, CFA

  7. Pierro Law Group
    October 27, 2016

    12th Annual Pierro Intergenerational Estate Planning Conference
    Albany, NY
    Speaker: Chuck Coyne, ASA

  8. The Boston Foundation, Boston College and Ropes & Gray, LLP
    October 20, 2016

    Leading by Example: Best Practices in Charitable Giving
    Boston, MA
    Panelists: Hugh Woodside, ASA, CFA

  9. Pierro Law Group
    October 13, 2016

    12th Annual Intergenerational Estate Planning Conference
    New York, NY
    Speaker: Chuck Coyne, ASA

  10. ESOP New England Chapter
    October 6, 2016

    Annual Fall Conference
    Portland, ME
    Speakers: Chuck Coyne, ASA

  11. ESOP 101: Is an ESOP Right for You?
    October 5, 2016

    Augusta, ME
    Panelist: Chuck Coyne, ASA

  12. Jerry Kasner Estate Planning Symposium
    September 29, 2016

    Santa Clara Convention Center
    Santa Clara, CA
    Attendees: Scott Nammacher, ASA, CFA and Kevin Kane, CFA, ASA

  13. Calvary Hospital
    September 29, 2016

    13th Annual Ethics for Breakfast Attorney Conference
    New York, NY
    Attendees: Rich Hayes and Linda Cutler

  14. Financial Research Associates (FRA)
    September 26, 2016

    Valuation of Hard-to-Value Securities & Portfolio Conference
    New York, NY
    Speaker: Keith Smith, CFA, David Eidman, Mark Shayne, CPA/ABV

  15. The ESOP Association
    September 14, 2016

    2016 Multi-State Conference
    Wilkes-Barre, PA
    Speakers: Chuck Coyne, ASA, Terry Griswold, ASA



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