March 2018

  • GOP Tax Reform and New Disability Plan Regulations: Impact on Executive Compensation and Employee Benefit Plans
    presented by Nona K. Massengill and Brydon M. DeWitt, Williams Mullen

December 2017

  • Retirement Plan Investments and ERISA Fiduciary Obligations
    presented by Jennifer E. Shirkey, Lenhart Pettit PC

October 2017

  • Cybersecurity in the Retirement Plan World
    presented by Duane Gran, Blue Ridge ESOP Associates

April 2017

  • The Changing Landscape for Business Valuations
    presented by Joseph D. Thornton, CPA, ABV, CVA, Mitchell, Wiggins & Company LLP

February 2017

  • The Tax-Exempt Private Stock Market & Business Success(ion)
    presented by Michael A. Coffey, President, Corporate Capital Resources, LLC


December, 2016

October 11, 2016

September 7, 2016

June 1, 2016

May 4, 2016

March 2, 2016

December 2, 2015

  • Investment Trends 401(k) Plans
    presented by Celia Rafalko, Managing Principal
    Piedmont Independent Fiduciaries

June 3, 2015

December 3, 2014

September 3, 2014

December 3, 2013

September 4, 2013

May 7, 2012

March 14, 2012