Join us for upcoming seminars and events

We are fortunate to host educational seminars and events for our clients and the community exploring a variety of topics. Our events provide an opportunity to expand your knowledge and engage with us as you learn more about a specific topic. Past and upcoming events are posted on our website below. Please contact us for more information regarding a specific seminar or event.

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Eggs and ESOP

Eggs and ESOPs

May 13, 2025 10:00 AM Pacific Daylight Time - May 13, 2025 11:30 AM Pacific Daylight Time
Location To Be Determined

Join us for a discussion on the potential benefits of ESOPs.
Don’t miss this opportunity to learn about the topics below and have your own questions answered.

  • ESOP overview and suitability
  • Tax considerations for the seller, company and employees
  • Overview of the transaction process, timeline and cost
  • Side-by-side comparison of third-party sale to an ESOP
  • ESOPs and investments

Guest speakers and hosted by:

Leslie Lauer, CEPA®, CFP®, ChFC®

Managing Director – Private Wealth Advisor

Senior Portfolio Manager – Portfolio Focus

 

Rebecca Glasgow, CEPA®, CFP®

Managing Director – Private Wealth Advisor

Senior Portfolio Manager – Portfolio Focus

 

Carl Hattermann

Senior Vice President – Financial Advisor

The ESOP Association's 2024 Employee Owned Conference

Nov 13, 2024 11:43 AM Eastern Standard Time - Nov 15, 2024 12:00 AM Eastern Standard Time
Caesars Palace 3570 South Las Vegas Boulevard Las Vegas, NV , 89109

The ESOP group is proud to sponsor the 2024 Employee Owned Conference in Las Vegas. Our own Rebecca Glasgow and Curt Rubinas will be speaking!

Curt Rubinas will be speaking about Understanding the 1042 Rollover on November 14th at 4:30 PM and Rebecca will be moderating two sessions on The SSBCI Loan Program & The US Treasury ESOP Loan Program at 8:00 AM and 9:30 AM on November 15th.

The Employee Owned Conference, attended annually by more than 2,000 employee-owners, thought leaders, and professional advisors, is the largest ESOP conference in the world. Make sure to join us in Las Vegas for collaboration, networking, and multiple learning tracks designed to help you get the information you need. Please join us and make sure to visit The ESOP Group at booth # 14!

Elevate AEC Conference

Sep 17, 2024 03:00 PM Eastern Daylight Time - Sep 19, 2024 07:00 PM Eastern Daylight Time
Grand Hyatt Tampa Bay 2900 Bayport Drive Tampa, Florida , 33607

The ElevateAEC Conference is the largest in-person gathering of industry leaders and award-winning firms, all interested in advancing the "elevate the industry" vision.

This year's conference promises to be bigger and better than ever, with a jam-packed agenda designed to help you network, learn, and celebrate like never before. Registration is open for the annual in-person conference in Tampa Bay, FL.

Leslie Lauer of the RBC ESOP Group will be speaking with Jeremy Pelphrey of Faegre Drinker at 2:15 pm on September 18th (Using an ESOP as a Liquidity or Succession Strategy)

Eggs & ESOPs

Sep 10, 2024 07:30 AM Central Daylight Time - Sep 10, 2024 09:00 AM Central Daylight Time
Town and Country Club 300 N. Mississippi River Boulevard Saint Paul, MN , 55104

Join us for a discussion on the benefits of ESOPs. Don’t miss this opportunity to learn about the topics below and have your own questions answered.

Speakers will include Leslie Lauer and Rebecca Glasgow of the RBC ESOP Group and Josh Rebholz, a financial advisor for The Provenance Wealth Management Group of RBC. 

• ESOP overview and suitability
• Benefits and considerations for the seller,
company, community and employees
• Overview of the transaction process, timeline and costs
• Side-by-side comparison of third-party sale to an ESOP
• ESOPs and private equity