Current Speaking Engagements
April 20-22, 2010  

The NCEO-Beyster Institute 2010 Employee Ownership Conference
April 20-22, 2010
Speaker:
Marc Schechter
Location:
Minneapolis, MN
 

Past Speaking Engagements
April 22-24, 2009   Employee Ownership Conference 2009
April 22-24, 2009
Speaker:
Marc Schechter
Location:
Portland, Oregon

Download Acrobat PDF event presentation
March 17, 2009   Dividing Retirement Plans in an Unpredictable Economy
Speaker:
Elizabeth Sales
 Download Acrobat PDF event presentation
December 8, 2008

 

   Employee Stock Ownership Programs
Speaker:
Marc Schechter
Location: 
UC San Diego
Rady School of Management
Download Acrobat PDF brochure of event
 
November 2008  

San Diego Tax & Accounting Institute
Update and Refresher
Listed Transactions Connected with Benefit Plans
 Speaker:
Robert K. Butterfield

View the Outline

October 1, 2008 IRS Memo re "Rollovers as Business Start-ups (ROBS)"

View the Presentation:
 
 
November 2007

San Diego Tax & Accounting Institute Presentation:

Everything You Need to Know About Listed Transactions Connected with Benefit Plans
Speaker:  Robert K. Butterfield

View the Outline

View the Presentation: