Events

Learn. Share. Connect. Explore our events below.

In-Person Events

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July 14, 2025

ESOP feasibility event in San Diego, CA in July 2025.

July 14, 2025 • 9:00 am

New Manager Workshop in San Diego.

August 27, 2025

Join us at the Forum in Philadelphia, PA

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May 20, 2025 • 9:30 am

Webinar for business owners looking to maximize value when selling to...

May 22, 2025 • 9:30 am

This session will review formation of an ESOP under SECURE 2.0,...

June 3, 2025 • 9:30 am

Are you looking for innovative ways to optimize your company’s ESOP...

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May 8, 2025 • 9:30 am

This session will provide answers to the most common questions from...

May 6, 2025 • 9:30 am

Join our webinar as we answer top executive compensation questions...

April 24, 2025 • 9:30 am

This session will review the various rules relating to Rehired...