Thomas Roback, Jr., CEP, QKA is a Managing Director at Blue Ridge ESOP Associates. Mr. Roback has worked in the accounting, investment and ESOP industry for over 26 years, and serves in the capacity of President. He is an expert in ESOP, 401(k) and equity compensation administration. He is a Qualified 401(k) Administrator (QKA), Certified Equity Professional (CEP) and was the Chair on the Board of Directors for the National Center for Employee Ownership (NCEO). Mr. Roback is also the Vice President-Membership for the ESOP Association’s Mid-Atlantic Chapter and on the board for the Central Virginia Employee Benefits Council (CVEBC). He is a member of: The ESOP Association; ASPPA; Employee-Owned S Corporations of America; Exit Planning Exchange; and the NCEO. Mr. Roback received his Master of Business Administration from the University of Baltimore and a Bachelor of Science in Accounting from the College of William and Mary.
Sessions
Living with an ESOP: ESOP Company Case Studies