CFO/Business Manager's Program Agenda
Monday, January 30, 2017
Below is the schedule for the CFO/Business Manager's Track.
Session 4Multijurisdictional Practices: An Exploration of the Financial, Legal and Marketing Issues related to Providing Services through Multiple EntitiesPatricia A. Harris, Esq., LEED AP, Founder & CEO | Licensure LLC
Session 5Ownership Succession: Employee Stock Ownership Plan (ESOP)Lian Gravelle, ESOP Compliance Counsel | ESOP Plus | Schatz Brown Glassman LLPJoe Marx, Vice President, Consulting | Principal Financial Group
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