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Tweets by 2023 Annual Conference
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Patnaude, Ellen
LeadQuine
The Impact of Assumptions on the Ownership Mindset
Location: 2215 A
Ellen Patnaude
Pearl, Rick
Faegre Drinker Biddle & Reath
Is Your Home at Risk? How to Avoid the Pitfalls of Inadequate Fiduciary Insurance
Location: 2201
Rick Pearl
Perry, Alex
Ventura Trust
Reviewing ESOP Valuations: Best Practices for Trustees and Plan Sponsors
Location: 2215C
Alex Perry
Preovolos, Spiro
PenChecks Trust
Basic ESOP Repurchase Obligation and Distribution Payments
Location: 2201
Spiro Preovolos
