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Resource Center


Our entire team are active members of the various employee benefits organizations. Not only that, we are all frequent speakers at these events. We travel all over the country to speak at and attend the regional and annual conferences for these organizations. Because of this, we offer invaluable insight into what is really going on in the employee benefits arena; we offer advice that is not only based on our firm's 200 years of collective experience but also based on what's going on in our industry through our 100,000 hours of collective active participation at these events.

Here's where CRL will be in 2017.

CAWS - ESOP | Spring Seminar

March 22 | Tesco Controls, Inc., Sacramento, CA | 9:00 am - 3:00 pm

Wendy Gilligan to speak on the topic, "Not Your Parking Lot: Understanding How an Employee-Owner Fits into an ESOP Corporation and Good Communication Habits of ESOP Companies." Register online. 


NCEO Annual Conference

April 3-6 | Denver Downtown Sheraton, Denver, CO

April 4 | 3:30pm-4:45pm – Kevin Long speaking with Julie Wubbena and Mark Clark on "The Profit Sharing/EIAP Plan Alternative"

April 5 | 11:15am-Noon – Sheryl Bayani-Alzona speaking with Laurie Salter on "ESOP Rules for Non Managers"

April 6 | 9:15am-10:30am – Wendy Gilligan speaking with Dan Reser and Josh Edwards on "The Due Diligence Process in ESOP Transactions"