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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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

Working together

Eggs and ESOPs Webinar

May 07, 2024 10:00 AM Pacific Daylight Time - May 07, 2024 11:30 AM Pacific Daylight Time
Location To Be Determined

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. RSVP by Monday, May 6 to Christy Dryden at christy.dryden@rbc.com or Carl Hattermann at carl.hattermann@rbc.com


• ESOP overview and suitability
• Tax and other benefits 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 private equity

Hosted by:
Curt Rubinas, CEPA®
Managing Director – Private Wealth Advisor
Senior Portfolio Manager –
Portfolio Focus

Carl Hattermann
Senior Vice President – Financial Advisor

Guest Speaker:
Corey Rosen, Founder
National Center for Employee Ownership
(NCEO)

2024 NCEO Employee Ownership Conference

Apr 28, 2024 04:00 PM Eastern Daylight Time - May 01, 2024 01:00 PM Eastern Daylight Time
Tampa Convention Center 333 S Franklin Street Tampa, Florida , 33602

We have partnered with the NCEO! Join The ESOP Group at the Annual Employee Ownership Conference. Enjoy the Florida sun while connecting with the employee ownership community from across the country.

The Exit Planning Summit

Apr 28, 2024 07:30 AM Eastern Daylight Time - Apr 30, 2024 05:00 AM Eastern Daylight Time
JW Marriott Marco Island Beach Resort 400 South Collier Blvd Marco Isand, FL , 34145

Join The ESOP Group in Marco Island, Florida this April for the 2024 Exit Planning Summit! We are excited to announce our partnership with Exit Planning Institute for their industry-leading conference for exit planning advisors
and business owners. (https://exitplanningsummit.com/agenda/). Visit Managing Director, Leslie Lauer, at our booth!

Two people making food

Eggs and ESOPs

Jan 30, 2024 07:30 AM Eastern Standard Time - Jan 30, 2024 10:00 AM Eastern Standard Time
Andrei’s Restaurant 2607 Main Street Irvine,, CA , 92614

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.

  • ESOP overview and suitability
  • Tax and other benefits 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 private equity

Hosted by:
Leslie A. Lauer, CFP®, CEPA, ChFC®
Managing Director – Private Wealth Advisor


Carl Hattermann
Senior Vice President – Financial Advisor


Guest Speaker:
Jeremy Pelphrey, Partner
Faegre Drinker Biddle & Reath

Date and time:
Tuesday, January 30, 2024
8–10 a.m.
Check in at 7:30 a.m.
Breakfast will be served.

Location:

Andrei’s Restaurant

2607 Main Street | Irvine, CA 92614

RSVP by Friday, January 26 to Christy Dryden at christy.dryden@rbc.com or Carl Hattermann at carl.hattermann@rbc.com