2017 Speaking Engagements

January 17, 2017
EFS Webinar Series
“ESOP Structures, Tax Benefits, & Key Issues”
Kelly O. Finnell; Andrew T. Holmes

January 24, 2017
FSP 2017 Arizona Institute
“ESOPs: An Emerging Opporunity for Financial Advisors”
Kelly O. Finnell

February 14, 2017
EFS Webinar Series
“ESOPs: Advanced Considerations”
Kelly O. Finnell; Andrew T. Holmes

February 21, 2017
San Antonio Estate Planning Council
“ESOPs and Estate Planning: An Integrated Approach”
Kelly O. Finnell

February 28, 2017
Securian’s Advanced Business Planning Summit
“Using an ESOP as a Business Succession Strategy”
Kelly O. Finnell

March 7, 2017
ESOP Morning Briefing in Huntsville, AL
“ESOP Structures, Tax Benefits, and Key Issues”
Kelly O. Finnell

March 21, 2017
EFS Webinar Series
“ESOPs and Estate Planning: An Integrated Approach”
Kelly O. Finnell; Andrew T. Holmes

April 4, 2017
NCEO 2017 Employee Ownership Conference
“What Happens to your Benefit Plan when you have an ESOP”
Andrew T. Holmes

May 5, 2017
ESOP Executive Briefing – Dallas
“ESOP Structures, Tax Benefits, and Key Issues”
Kelly O. Finnell

May 31, 2017
BEI – National Techincal Webcast
“Marketing ESOPs: A BEI Member’s Guide to Presenting an ESOP to a Business Owner”
Kelly O. Finnell; Andrew T. Holmes

August 23, 2017
Business Enterprise Institute’s Annual Conference
“Family Business Transactions Using an ESOP” and “ESOPs a CFO’s Perspective”
Kelly O. Finnell

September 21, 2017
ESOP Association New South & Carolinas Chapters 2017 Fall ESOP Conference
“ESOP Sustainability: Developing a Long Term Strategy”
Kelly O. Finnell; Adrian Loud

September 27, 2017
American Sociey of Pension Professionals & Actuaries (ASPPA) Webcast
“ESOPs & Business Transitions: Structuring a Win-Win Succession Plan”
Kelly O. Finnell

October 19, 2017
Morgan Stanley
“ESOPs and Captive Insurance Arrangements”
Kelly O. Finnell