Ben Frisbee of Columbia Financial Advisors, Inc. will be attending the California Western States Chapter 'United for Peak Performance' conference in Denver, CO.
September 23 - September 25 - Denver, Colorado
About the Breakout Sessions:The Chapter offers four tracks throughout the conference so employee-owners of all experience levels gain from the information provided.
Track A: New to ESOPs - If you are new to ESOPS, this track is right for you.The session in this track will help you to gain (or refresh) a basic technical understanding of how ESOPS work.
Track B: Experience with ESOPs - In this track, you will expand your technical ESOP skills with such sessions as advanced ESOP valuation issues and dealing with the Internal Revenue Service (IRS) and Department of Labor (DOL).
Track C: Communication and Employee Ownership Track - This track highlights communications and the building of an employee ownership culture. Learn how to foster and keep alive the championship ESOP spirit.
Track D: Internal Fiduciaries - This new track at the Chapter Conference focuses on fiduciary issues. What is your responsibility to the players in your ESOP?