2019 Speaking Engagements

2019 Speaking Engagements

January 8, 2019
EFS Webinar Series
Kelly Finnell and Andrew Holmes Co-present
“ESOP Basics”

January 22, 2019
ESOP Advisor Dinner
EFS Cosponsors
“Tax Planning for Sellers in ESOP Transactions”
Huntsville, Alabama

February 12, 2019
EFS Webinar Series
Kelly Finnell and Andrew Holmes Co-present
“ESOPs: Advanced Considerations”

February 28, 2019
ESOP Association New South Chapter Meeting
Kelly Finnell Co-presents
“ESOP Repurchase Obligation Studies: How to Avoid Garbage In/Garbage Out”
Atlanta, Georgia

March 12, 2019
EFS Webinar Series
Kelly Finnell and Andrew Holmes Co-present
“ESOP Case Studies”

April 10, 2019
NCEO 2019 Employee Ownership Conference
Andrew Holmes, Brian DeMaag (Vision ESOP Valuation), and Justin Stemple (Warner Norcross + Judd) Co-present
“Overview of an ESOP Transaction”
Pittsburgh, Pennsylvania

April 23, 2019
ESOP Advisor Dinner
EFS Cosponsors
“SBA Financing of ESOP Transactions”
Huntsville, Alabama

April 28, 2019
ACTEC 2019 Southern Regional Meeting
Kelly Finnell Presents
“Consider ESOPs as an Estate Plan Component for Business Owners”
Huntsville, Alabama

May 14, 2019
EFS Webinar Series
Kelly Finnell and Tom Scalici (Cornerstone Benefits) Co-present
“Creating Strategies for a Sustainable ESOP Company”

June 11, 2019
EFS Webinar Series
Kelly Finnell and Andrew Holmes Co-present
“ESOP Basics”

July 9, 2019
EFS Webinar Series
Kelly Finnell presents
“Anatomy of an ESOP Transaction”

August 13, 2019
First Heartland University
Kelly Finnell and Andrew Holmes Co-present
“ESOPs Advanced Considerations”
St. Louis, MO

August 22, 2019
Business Enterprise Institute Annual Conference
Kelly Finnell presents
“Anatomy of an ESOP Transaction”
Denver, CO

September 10, 2019
EFS Webinar Series
Kelly Finnell and Andrew Holmes Co-present
“ESOPs in Ownership Succession Planning”

September 23, 2019
M Financial Group Marketing Meeting
Kelly Finnell Co-presents
“Using ESOP in Ownership Succession and Liquidity Planning”
Atlanta, GA

October 1, 2019
ESOP Advisor Dinner
EFS Co-Sponsors
“Using Drop-Down LLCs in ESOP Transactions”
Huntsville, AL

October 16, 2019
ESOP Association New South Chapter Conference
Kelly Finnell Co-presents
“ESOPs: Lessons Learned”
Orlando, FL

December 6, 2019
Great Plains Federal Tax Institute
Kelly Finnell presents
“Consider ESOPs as a Liquidity Strategy for Business Owners”
Omaha, NE

Blakenship CPA Group Annual CE Conference
Andrew Holmes presents
“ESOPs in Ownership Succession Planning”
Brentwood, TN


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Memphis, TN 38125

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