Event Information

Date & Time

Fri, Oct 21st, 2022
8:00am (EST)

Location

Rolling Road Golf Club: 814 Hilltop Ave, Catonsville, MD 21228

Status

XPX Registration Closed

Price

Non-Members Early Bird (through 10/7)
$65.00
Non-Members Regular Fee
$85.00
Non-Members Same Day/Walk-In Fee
$95.00

Registrants

48 people attended
Cindy Atkinson of Hartman Executive Advisors is a member of XPX Maryland
Robert Brando of Firstrust Bank is a member of XPX Maryland
Steve Edwards of Edwards Performance Solutions is a member of XPX Maryland
+43

Please join us as Jon Williams, Director of Plan Administration at Blue Ridge ESOP Associates, explains the basic tenants of an Employee Stock Ownership Plan (ESOP). Jon will discuss how an ESOP operates, possible tax advantages, and why it might be a great option for business owners looking to sell.

Our Speaker:


Jon A. Williams, QKA

Director, Plan Administration
Blue Ridge ESOP Associates

Mr. Williams is a Director of Plan Administration for Blue Ridge ESOP Associates and has over 13 years of experience in employee benefits, with a focus on plan design, implementation, administration and consulting services for ESOPs. He is a member of The ESOP Association, the National Center for Employee Ownership and is a speaker at various ESOP conferences. Jon earned a Bachelor of Science in Business from Virginia Commonwealth University, where he majored in Accounting and minored in Economics.


AGENDA: 8:00AM-10:00AM EDT

8:00AM to 9:00AM (Networking & Breakfast)
9:00AM to 10:00AM (Presentation)

Event Pricing:

Non-Members Early Bird (through 10/7) $65.00
Non-Members Regular Rate $85.00
Non-members Same Day Registration/Walk-In Fee $95.00

Other XPX Chapter Members Early Bird (through 10/7) $50.00
Other XPX Chapter Members Regular Fee $60.00
Other XPX Chapter Members Same Day Registration/Walk-in Fee $70.00

XPX MD Members Early Bird (through 10/7) $35.00
XPX MD Members Regular Fee $45.00
XPX MD Members Same Day Registration/Walk-In Fee $55.00
XPX MD Sponsors (Annual & Event) $0.00

Refund Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. We are unable to issue a credit towards another meeting or individual, no substitutes.