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LIVE WEBINAR

(Group-Internet Based)

Communicating Financials and Valuation to Your Participants

May 30, 2017 (9:30 am-10:30 am Pacific)

About This Meeting

Research consistently shows that ESOP companies outperform the competition, but only when the incentive and reward of the ESOP is communicated clearly and employee owners can see and act on opportunities to drive improved company performance. This session will provide different ideas on how to effectively communicate financial information; what to share, how, and what ongoing support is needed. Several methods from different companies are provided so you can identify what may be best for your firm.

You will learn:

Program

9:30 AM Communicating Financials and Valuation to Your Participants
Craig Olinger, ESI
10:30 AM Adjourn

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Presenters

Craig Olinger

presenter photologo

Enterprise Services, Inc.

Craig is a managing partner at ESI, a firm focused on providing consulting services for private business with a specific concentration on ESOPs, management buyouts, business valuations, stock option and synthetic equity plans, and fairness opinions. Craig specializes in working with business owners and advisors on ESOP valuations and possesses an impressive range of management experience encompassing financial planning, strategic management, and business administration. His numerous years in the service industry extend across such disciplines as sales, analysis, and customer relations.

Registration

NCEO members: Free.

Nonmembers: See below for fees.

General Registration Information

If 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).

Participants requesting continuing education credit do need to register once in the registration section of members area of our Web site (username and password required) and you will registered for as long as your membership is active.

If you are not a member and do not wish to join but would like to attend a Webinar, we invite you to attend one as our guest ($150 per Webinar thereafter as a nonmember).

For help with your user name and password or for any additional information please contact our event and administrative associate, Christine Lewis at 510-208-1308 or clewis@nceo.org.

Continuing Education Credit

To receive continuing education credit for our Group-Internet Based Webinars, participants must be registered for the Webinar and log in to the Webinar under their own name. Participants must respond by poll to all the questions posed by the moderator. Participants failing to respond to the questions will not be eligible for continuing education credit. To receive a certificate of completion, please indicate the type of certificate you would like on the ReadyTalk Participation Registration page. Upon confirmation of your participation, you will be sent a certificate via email from Christine Lewis within the next 2 weeks.

CPE Credit

The 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 Credit

This program is valid for 1.00 PDC for the SHRM-CPSM or SHRM-SCPSM.

Cancellation Policy

Simply mark the dates of those Webinars you wish to attend on your calendar, and log in at the scheduled time. There is no need to advise us which ones you plan to attend. If you are an NCEO member no notice of cancellation is required. Live Webinars are a NCEO membership benefit and are free; therefore, refunds are not applicable. If you are not an NCEO member and have paid to attend, a full refund will be issued, less a $35 administrative fee, if the request is received by the close of business on 24 business hours prior to the broadcast. Cancellations made after that date will be eligible for credit toward another program, minus a $35 administrative fee. If you do not attend and do not cancel, no refund will be issued.