教育
- 迈阿密大学,B.S.
专业协会
- 企业成长协会(董事会成员)
- 非洲金融共同体 Institute; 非洲金融共同体 Society of 哥伦布
- ESOP协会
- 俄亥俄州员工所有制中心
- 哥伦布(2017届)
选择演讲
- “How to Effectively Communicate Financial Information in the New Environment”; 7th Annual Great Lakes Regional ESOP Conference; Sandusky, OH; September 2021
- 《sbf88胜博发手机版uarterly: Is a ESOP Right for Your Company》?”; sbf88胜博发手机版; 哥伦布, OH; September 2021
- "你的员工持股价值是什么?”; 俄亥俄州员工所有制中心; Webinar; May 2021
- “Caring for Your Infant ESOP”; 俄亥俄州员工所有制中心; Webinar; August 2020
- “ESOPs and Contractors: A Savvy Business Succession Strategy”; BDO Alliance USA Conference; Webinar; May 2020
- “Estate and Business Succession Planning”; Wendy’s Franchisee Association; Webinar; May 2020
- “How to Prepare Better Projections”; ESOP Association; Indianapolis, IN; March 2020
- “Assessing the Feasibility of an ESOP”; sbf88胜博发手机版; 哥伦布, OH; October 2019
- “所有权转变,esop计划 & Next Gen: The Future of Your AE Firm”; sbf88胜博发手机版; 哥伦布, OH; August 2019
- “Parenting an ESOP Company Through its Stages of Life”; ESOP Association; Lansing, MI; April 2019
- “Think Like an Investor: A Discussion of Options to Monetize the Value of Your Business”; sbf88胜博发手机版; 哥伦布, OH; March 2019
- “税 Reform Roundtable”; ESOP Association; Sandusky, OH; October 2018
- “Potential Impacts of 税 Reform on ESOP Companies”; ESOP Association; Lexington, KY; August 2018
- “Identifying Ownership Transition Options in the Contracting Industry”; sbf88胜博发手机版; 哥伦布, OH; February 2018
- “Fundamentals of ESOP Repurchase Obligation”; ESOP Association; Sandusky, OH; October 2017
- “ESOPs: The Basics + Recent Developments”; Worthington Estate Planning Council; Worthington, OH; August 2017
- “Sharing Business Information to Engage Employee Owners”; ESOP Association; Lansing, MI; April 2017
- 《估值:M&A Transaction”; OSU Moritz College of Law; 哥伦布, OH; December 2016
- “Put Your 估值 Knowledge to the Test”; ESOP Association; Louisville, KY; August 2016
- “Getting Your ESOP Off to a Good Start”; ESOP Association; Louisville, KY; June 2015
- “Managing Your Benefit Levels and Repurchase Obligation”; ESOP Association; Indianapolis, IN; March 2015