1. Financial Executives International (FEI)
    June 27, 2017

    Accounting Change for Financial Leaders
    Philadephia, PA
    Attendee: Jon Tang, CFA

  2. Axial
    June 20, 2017

    Valuation Workshop
    New York, NY
    Panelist: Keith Smith, CFA

  3. ACTEC
    June 15, 2017

    Summer Meeting
    Seattle, WA
    Attendee: Kevin Kane, CFA, ASA

  4. CalCPA
    June 6, 2017

    Estate Planning Symposium
    San Jose, CA
    Attendee: Kevin Kane, CFA, ASA

  5. ESOP Association
    May 10, 2017

    40th Annual Conference and Awards Ceremony
    Washington, DC
    Attendees: Chuck Coyne, ASA and Joe Eckl, ASA, CPA

  6. National Center for Employee Ownership (NCEO)
    April 3, 2017

    Annual Conference
    Denver, CO
    Attendees: Terry Griswold, ASA, Scott Brace, ASA and Linda Cutler
    Speaker: Chuck Coyne, ASA

  7. ESOP Association
    March 23, 2017

    CEO Conference
    ​Newport, RI
    Attendee: Chuck Coyne, ASA

  8. ESOP 101: Is an ESOP Right for You?
    March 23, 2017

    Rochester, NY
    Panelist: Scott Brace, ASA

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

    Waltham, MA
    Panelist: Chuck Coyne, ASA

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

    Regional Conference
    Scottsdale, AZ
    Speaker: Chuck Coyne, ASA

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

    Chuck Coyne, ASA

  12. 18th Annual New England Estate Planning (and More) Conference
    January 6, 2017

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

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

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

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

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

  15. Pierro Law Group
    October 27, 2016

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



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