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
Registration for this event has closed. If you have any question or concerns please give us a call at 615-377-3825 or send us an e-mail at registrar@tscpa.com

Instructors

Patrick M. 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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