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Employee Owned 2026

November 1-4, 2026
Las Vegas, NV

Event Info:

Visit the Blue Ridge Associates team throughout the conference at Copperleaf 2!

Employee Owned 2026 brings together the employee ownership community for an immersive conference focused on professional growth, meaningful connections, and the long-term success of ESOP companies.

Blue Ridge Associates is proud to be a Strategic Partner of Employee Owned 2026. We’re excited to be part of this important gathering and to connect with employee-owners, company leaders, and ESOP professionals from across the community.

Be sure to find us at Copperleaf 2! Our team will be there throughout the conference, and Blue Ridge Associates will be featured in multiple speaking sessions covering insights and topics relevant to today’s employee-owned companies.

With high-impact education, peer-to-peer engagement, and valuable networking opportunities, EO26 is a great opportunity to learn, connect, and take ideas back to your organization.

Attendees:

Barbara Clough, QPA, QKC, QKA

Scott Freund, QPA, QKC

Renee Stadtmueller

Kip Kuster

Jon Williams

Randy Shrake, QKA

Chad Guzinski

Laura Sadikoglu

Tom Roback, Jr., CEP, QKA

Frederick Wetzel

Lindsay Shafer

= Featured Speaker

Blue Ridge Presentations

New to ESOPs? What to Expect When You Become an ESOP Owned Company

Scott Freund, QPA, QKC
November 2, 2026
9:30AM PST
Randy Shrake

Mastering the Administration Cycle: A Practical Guide for Plan Sponsors

Randy Shrake, QKA
November 2, 2026
11:00AM PST

Designing the Future: Workforce Upskilling vs. Job Evolution

Lindsay Shafer
November 2, 2026
1:40PM PST

Building Ownership Culture: The Important Role of Leadership in Communicating the ESOP

Lindsay Shafer
November 3, 2026
10:25AM PST
Barbara Clough

Lunch & Leadership: Perspectives from Women Leaders in the ESOP Community

Barbara Clough, QPA, QKC, QKA
November 3, 2026
12:40PM PST
Barbara Clough

Which Payment Comes First? Understanding ESOP Distribution Timing

Barbara Clough, QPA, QKC, QKA
November 3, 2026
1:45PM PST

ESOP Distribution Policy- Considerations and Changes

Jon Williams
November 3, 2026
3:00PM PST

Beyond the Feasibility Study: Hidden Legal, Tax, and Plan Design Issues in ESOP Transactions

Kip Kuster
November 3, 2026
3:00PM PST

Avoiding Inadvertent 409(p) Violations

Renee Stadtmueller
November 3, 2026
4:10PM PST
Randy Shrake

Workshop: Culture, Alignment, & Engagement

Randy Shrake, QKA
November 3, 2026
1:45PM PST