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April 22: Nick Francia & Sarah Bothner in Rochester, NY

Location

Date & time

Speakers

Supporting links

Rochester, NY

22 April, 20259:00 AM - 5:00 PM Eastern
  • Nick Francia
  • Sarah Bothner

April 29-30: Kaveh Gilanshah in Northern California

Location

Date & time

Speakers

Supporting links

Alamo, Palo Alto, and San Francisco

29 April, 20253:00 PM - 6:00 PM Pacific
  • Kaveh Gilanshah

May 4-6: Kaveh Gilanshah in Charlotte Harbor, FL

Kaveh will be hosting a Sunrise Table Talk at the Exit Planning Institute (EPI) Summit.

Location

Date & time

Speakers

Supporting links

Charlotte Harbor, FL

06 May, 20257:00 AM - 8:00 AM
  • Kaveh Gilanshah

Conference Agenda

May 13-16: Sarah Bothner in Washington, DC

Sarah will be moderating "Investing the 1042 Rollover" at The ESOP Association's national conference.

Location

Date & time

Speakers

Supporting links

Washington, DC

15 May, 20252:50 PM - 3:50 PM Eastern
  • Sarah Bothner

Conference Agenda

July 14-15: Nick Francia in San Diego, CA

Nick will be presenting "Investing the 1042 Rollover" at National Center of Employee Ownership's "Is an ESOP right for you" conference.

Location

Date & time

Speakers

Supporting links

San Diego, CA

15 July, 20251:55 PM - 2:40 PM Pacific
  • Nick Francia

Conference Agenda

August 27-29: Nick Francia in Philadelphia, PA

National Center of Employee Ownership (NCEO): Fall Forum 2025

Location

Date & time

Speakers

Supporting links

Philadelphia, PA

27 August, 20259:00 AM - 5:00 PM Eastern

    Conference Agenda

    September 17-18: Nick Francia in Chicago, IL

    Chief Executive Group: Manufacturing M&A Dealmakers Forum

    Location

    Date & time

    Speakers

    Supporting links

    Chicago, IL

    17 September, 20259:00 AM - 5:00 PM Central
    • Nick Francia

    November 3-5: The Capital ESOP Group in Las Vegas, NV

    The ESOP Association: Employee Owned 2025

    Location

    Date & time

    Speakers

    Supporting links

    Las Vegas, NV

    03 November, 20259:00 AM - 5:00 PM Pacific

      April 14-17: The Capital ESOP Group in Salt Lake City, UT

      Nick will be presenting "Investing the 1042 Rollover" at the National Center of Employee Ownership (NCEO) annual conference. 

      Location

      Date & time

      Speakers

      Supporting links

      Salt Lake City, Utah

      15 April , 20253:30 PM - 4:30 PM Mountain
      • Nick Francia

      Conference Agenda

      April 2-3: Keith Apton & Nick Francia in New York, NY

      Location

      Date & time

      Speakers

      Supporting links

      New York, NY

      02 April , 20259:00 AM - 5:00 PM Eastern
      • Keith Apton
      • Nick Francia

      March 31: Nick Francia in Houston, TX

      Location

      Date & time

      Speakers

      Supporting links

      Houston, TX

      31 March , 20259:00 AM - 5:00 PM Central
      • Nick Francia

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