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

    Panelists:
    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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