2018 NCEO Employee Ownership Conference in Atlanta

News item header image

Swerdlin & Company is proud to be a Premier Sponsor for the 2018 NCEO Employee Ownership Conference in Atlanta on April 18 - 20.

Come Visit Us at Booth #6

The Swerdlin team is excited to share a brief web demo, Navigating MyESOPaccount.com for Plan Sponsors and Plan Participants!

The conference features more than 130 breakout sessions. Our team will present the following educational sessions:

Wednesday, April 18

  • 8:00am - 8:45am: Joanne Swerdlin – Orientation for new Attendees
  • 10:30am - 11:45am: Vicki Graft – Struggles of Small Employer ESOPs
  • 1:45pm - 2:30pm: Carla Klingler – ESOP Administration Glossary (ESL)
  • 3:00pm -4:15pm: Vicki Graft – The Changing ESOP Landscape

Thursday, April 19

  • 11:50am - 1:00pm: Lunch with Expert Roundtable Discussion Leaders
    • Susan Petrirena & Carla Klingler: What to Expect From Your TPA
    • Vicki Graft & Connie Woodmansee: Avoiding Pitfalls of Plan Administration

Friday, April 20

  • 7:30am - 8:30am: Expert One-on-One Appointments with Carla Klingler
  • 11:00am - 12:15pm: Connie Woodmansee: Operational Failures & Corrections in a Leveraged ESOP

Click here for the full 2018 Employee Ownership Conference program

We also have a guide to dining within walking distance, which you can find here. Atlanta has something delicious for everyone!

Learn more about Swerdlin

Featured page thumbnail

Why Swerdlin?

Although we have clients nationwide, we're still a family company at heart. 

Featured page thumbnail

Our Services

Swerdlin provides services for all types of retirement and cafeteria plans to clients nationwide. Learn how we can help you!

Featured page thumbnail

Resources

Click here for our collection of forms, calculators, useful links, and frequently asked questions.

Featured page thumbnail

Our Values

Balance. Integrity. Relationships. Development. 

Why Swerdlin?

Although we have clients nationwide, we're still a family company at heart. 

Our Services

Swerdlin provides services for all types of retirement and cafeteria plans to clients nationwide. Learn how we can help you!

Resources

Click here for our collection of forms, calculators, useful links, and frequently asked questions.

Our Values

Balance. Integrity. Relationships. Development.