Don't Do That With Your ESOP
November 7, 2017 (9:30 am-10:30 am Pacific)
About This MeetingESOPs benefit employees, sellers, and the organization's bottom line -- in most companies. From time to time, mistakes with an ESOP have caused legal problems for the company, personal loss to plan fiduciaries, and damaged morale. This session will cover a variety of "anti-case studies" and discuss different ways companies can avoid problems before they arise.
You will learn:
- What the most significant and most common legal problems to be aware of as ESOP companies are, including how to fix them.
- Preventative steps and best practices to avoid those problems from arising in the first place.
|9:30 AM||Legal and Fiduciary Issues |
|10:00 AM||Financing and Operations |
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NCEO members: Free.
Nonmembers: See below for fees.
General Registration InformationIf you do not need continuing education credit you may simply access the Webinar access instructions in the members area of our Web site (user name and and password required).
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CPE CreditThe National Center for Employee Ownership (NCEO) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
This program is a "group-Internet based" offering and provides 1.00 hour of CPE credit for accountants in the area of "specialized knowledge and applications." The material is basic level. No prerequisites or advanced preparation is needed. For more information regarding administrative policies such as complaint and refund, please contact the NCEO at 510-208-1300.
SHRM CreditThis program is valid for 1.00 PDC for the SHRM-CPSM or SHRM-SCPSM.
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