Jun 26, 2025 - 11:30
Atlanta
Quarterly Luncheon – Thursday, June 26th
- Maggiano’s Perimeter (4400 Ashford-Dunwoody Rd. Atlanta, GA 30346)
- Registration fee is $45 per person.
- Arrival & Check-in: 11:30am – 12:00pm
- Meeting & Lunch: 12:00pm – 1:15pm
- Speaker: Patrice Radogna
- Topic: Everything ESOPs (Employee Stock Ownership Plans)
- Patrice is a managing director at CBIZ, co-leads CBIZ’s national ESOP practice, and sits on CBIZ’s Fairness Opinion Committee. She specializes in advising shareholders of middle-market companies on mergers and acquisitions (M&A), employee stock ownership plan (ESOP) transactions, fairness opinions and other consulting advisory services. In addition, Patrice has been instrumental in leading per previous firm’s (Marcum LLP) national ESOP practice. Patrice is on the Valuation Advisory Committee for the ESOP Association, speaks on various topics at national ESOP conferences and regularly publishes for both internal company-wide ESOP newsletters and outside publications. Patrice also started her career working with construction companies as a surety underwriter in New York City.