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News & Press: Event

Utah ESOP Conference - May 23

Friday, May 6, 2016   (0 Comments)
Posted by: Amy Spencer
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The Utah ESOP is hosted by Zions Bank and Morgan Stanley

This conference features renowned speakers who will address every aspect of the ESOP Transaction. Speakers and topics include:

William O'Brien, Morgan Stanley - ESOP Overview
Kim Blaugher - Principal ESOP Administration
Waldan Lloyd, Callister Nebeker McCullough & Gregory Lindley, Holland Hart - ESOP Documents and ERISA
Daniel Rondeau, Sage Forensic Accountants - Valuation
Doug Hansen, Tanner LLC - Succession Planning and ESOP Considerations
Jeff Thorpe, CFO of Architectural Nexus - The ESOP Experience

Date: Monday, May 23
Time: Noon - 2 p.m.
Location: Zions Bank Founder's Room, One South Main Street, 18th Floor
Cost: Free
CPE: Two (2) hours pending approval
RSVP to Ryan Richards at Morgan Stanley, or 801-322-7662

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