Appalachian Chapter July Meeting
0107 | Course | Scheduled
Description
Appalachian Chapter Meeting - July 15
Join the Appalachian Chapter for a chapter meeting at the Blackthorn Club at the Ridges. Social hour will begin at 5:30 p.m. Dinner and CPE will begin at 6:30 p.m.
Dinner and CPE: ESOPs for Liquidity, Diversification and Exit Planning
Speaker: Patrick Trask, CPA
Time: 6:30 - 8 p.m.
CPE Credit: 1 Specialized Knowledge
Fees: Free for members; $35 for non-members
Address: 1501 Ridges Club Dr., Jonesborough, TN 37659
Credits
| Number of Credits | Type of Credits |
|---|---|
| 1.00 | Accounting |
Instructors
Patrick Trask, CPA
With over 25 years of experience in banking, consulting, and public accounting, Patrick Trask offers clients a diverse financial services toolkit. A veteran of leading institutions including HSBC, JP Morgan Chase, and BNY Mellon, he has an extensive track record with ESOP companies and a deep understanding of corporate finance.
Prior to joining CSG Partners in 2020, Patrick advised firms ranging in revenue from $15 million to $500 million as a Senior VP at Lakeland Bank. Among many commercial banking responsibilities, his team oversaw ESOP financing for middle-market companies.
Patrick is based in East Tennessee and focused on clients across the southeastern US. A graduate of the University of Notre Dame, he also served as Corporal/Squad Leader in the US Marine Corps Reserves.
Patrick is a licensed CPA in New York and Tennessee.
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