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Employee Stock Ownership Plans (ESOPs)

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The ESOP Company Symposium

Register for one, two, or all three days of these back-to-back seminars.

• Handling the ESOP Repurchase Obligation (Denver, CO; Sep 11, 2012)
• Challenges and Solutions for Mature ESOP Companies (Denver, CO; Sep 12, 2012)
• Strategic Planning for Your ESOP (Denver, CO; Sep 13, 2012)

ESOPs: Feasibility & Best Practices for S Corporation ESOPs

Register for one or both days of these back-to-back seminars.

• Is an ESOP Right for You? (Atlanta, GA; Oct 2, 2012)
• Best Practices for S Corporation ESOPs (Atlanta, GA; Oct 3, 2012)

ESOP Governance Meetings

Register for one, two, or all three of these back-to-back seminars.

• Fiduciary Issues for Internal ESOP Trustees (Seattle, WA; Oct 16, 2012)
• Effective Boards of Directors: Best Practices in Governing an ESOP Company (Seattle, WA; Oct 17, 2012)
• Executive Compensation in ESOP Companies (Seattle, WA; Oct 18, 2012)

Get the Most Out of Your ESOP

Participants can attend one, two, or all three days of these back-to-back seminars on ownership culture in an ESOP company.

• Get the Most Out of Your ESOP (Chicago, IL; Sep 18, 2012–Sep 20, 2012)

2012 Live Webinars

Introductory Topics

• S Corporation ESOPs - Legal Issues (Mar 13, 2012)
• S Corporation ESOPs - Administrative Issues (Mar 20, 2012)
• S Corporation ESOPs - Valuation Issues (Mar 27, 2012)
• ESOPs as a Business Transition Tool (Apr 10, 2012)
• What You Need to Know as an Internal ESOP Fiduciary (Jun 12, 2012)
• The Rollout: Introducing a New ESOP to Employees (Jun 26, 2012)
• ESOP Feasibility (Nov 20, 2012)
• Becoming an S Corporation ESOP (Nov 27, 2012)
• ESOP Overview (Dec 4, 2012)

Ongoing ESOP Issues

• ESOP Accounting: Financial Reporting by ESOPs (Feb 7, 2012)
• ESOP Accounting: Financial Reporting by Plan Sponsors (Feb 14, 2012)
• ESOP Distribution Policies (Feb 28, 2012)
• Best Hiring Practices in Employee-Owned Companies (Mar 8, 2012) NEW
• Business Literacy (Apr 3, 2012)
• Running an Effective Board (May 2, 2012)
• Handling the Repurchase Obligation - Legal (May 9, 2012)
• Handling the Repurchase Obligation - Planning Issues (May 16, 2012)
• Handling the Repurchase Obligation - Valuation Issues (May 23, 2012)
• Best Practices for Other Retirement Plans When You Have an ESOP (May 24, 2012)
• Using ESOPs as an Acquisition Strategy (May 31, 2012)
• What ESOP Participants Should Know About Law, Regulation, and the Courts (Jun 7, 2012) NEW
• Valuation Challenges for Ongoing ESOPS (Jul 10, 2012)
• Communicating Valuation (Aug 7, 2012)
• Recent Research on ESOP Companies (Aug 14, 2012)
• Executive Compensation in ESOP Companies (Aug 28, 2012)
• S Corporation ESOPs - Traps for the Unwary (Sep 13, 2012) NEW
• Don't Do That With Your ESOP (Sep 18, 2012)
• Second-Stage ESOP Transactions (Sep 25, 2012)
• ESOP Audits and Voluntary Compliance Programs (Oct 9, 2012)
• Fiduciary Implications of Stock Drop Lawsuit in 401(k)s and ESOPs (Oct 23, 2012)
• Effective Wellness Plans in Employee-Owned Companies (Nov 6, 2012)

Ownership Culture

• Sustainable Leadership (Feb 21, 2012)
• Incentive Plans that Support Employee Ownership (Mar 6, 2012)
• Emerging Best Practices for Boards of ESOP Companies (Mar 15, 2012) NEW
• Building Trust in an Employee-Owned Company (Jun 19, 2012) NEW
• Effective ESOP Committees (Aug 21, 2012)
• Fostering Innovation (Oct 2, 2012) NEW
• Integrating Culture and Technical Issues in Addressing the "Have and Have Not" Challenge (Nov 15, 2012) NEW

ESOP Webinar Replays

NCEO ESOP Webinar replays are the recorded version of our live ESOP Webinars, using PowerPoint presentations viewed online. To purchase a twelve-month subscription (New) providing unlimited access to all recorded ESOP Webinars as listed below, follow this link. (Replays are not available for individual purchase.)

ESOP Company Case Studies

• An ESOP Company Case Study: Employee Involvement and Communication
• ESOP Company Case Studies - Employee Involvement and Communication
• ESOP Company Case Studies: Employee Involvement
• ESOP Company Case Studies: Open Book Management & Incentive Systems
• ESOP Company Case Studies: Open-Book Management and Incentive Systems
• ESOP Company Case Studies: Structuring an ESOP Transaction
• ESOP Company Case Studies: Structuring the Transaction

Introductory Topics

• Answers to the Most Frequently Asked ESOP Questions NEW
• Becoming an S Corporation ESOP
• ESOP Feasibility
• ESOP Overview
• ESOPs as a Business Transition Tool
• Orientation to ESOPs: The Basics
• S Corporation ESOPs - Administrative Issues for S Corporation ESOP
• S Corporation ESOPs - Legal Issues
• S Corporation ESOPs - Valuation Issues
• The Rollout: Introducing a New ESOP to Employees
• What You Need to Know as an Internal ESOP Fiduciary

Ongoing ESOP Issues

• Advanced ESOP Valuation Issues
• Best Practices for Other Retirement Plans When You Have an ESOP
• Communicating Valuation
• Don't Do That With Your ESOP
• Effective Wellness Plans in Employee Owned Companies
• ESOP Accounting: Financial Reporting by ESOPs
• ESOP Accounting: Financial Reporting by Plan Sponsors
• ESOP Audits and Voluntary Compliance Programs NEW
• ESOP Distribution Policies
• Executive Compensation in ESOP Companies
• Fiduciary Implications of Stock Drop Lawsuits in 401(k)s and ESOPs
• Handling the Repurchase Obligation - Legal
• Handling the Repurchase Obligation - Planning
• Handling the Repurchase Obligation - Valuation
• How the Proposed Department of Labor Regulations Could Affect ESOP Appraisals NEW
• Navigating the 409A Deferred Compensation Plan Rules
• Recent Research on ESOP Companies NEW
• Running an Effective Board
• Second-Stage ESOP Transactions
• Using ESOPs as an Acquisition Strategy
• Valuation Challenges for Ongoing ESOPs

Ownership Culture

• An Ownership Tale
• Business Literacy
• Communicating Your ESOP
• Effective ESOP Commitees
• Incentive Plans that Support Employee Ownership
• Integrating Succession Planning & Leadership Development to Ensure Long-Term Success NEW
• Marketing Tools and Employee Ownership
• Measuring and Managing Ownership Culture
• Meet the Innovations Awards Winners
• Minimizing Cynicism
• Ownership Culture 2.0: Creating Value through Process Improvement NEW
• Revitalizing Your Ownership Culture
• Sustainable Leadership

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Equity Compensation Plans

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2012 Live Equity Compensation Webinars

Participate in interactive conferences with experienced administrators and other experts. Free for NCEO members.

• Top 10 Considerations for the Design and Roll-out of Equity Compensation Plans (Feb 29, 2012) NEW
• Equity Compensation Trends (Mar 28, 2012) NEW
• Communicating Equity Compensation (May 30, 2012) NEW
• Equity-Linked Compensation or What to Give if You Don't Want to Give Stock or Options (Jun 27, 2012) NEW
• Equity Compensation Administration Co-Sourcing or Who Does What and When? (Jul 25, 2012) NEW
• 409A Deferred Compensation - Compliant vs. Exempt Awards (Aug 29, 2012) NEW
• Equity Compensation Accounting for Private Companies (Sep 26, 2012) NEW
• Tricks and Tips for Private Company Stock Plan Administration (Oct 31, 2012) NEW
• If I'd Only Known That! Real Life Equity Compensation Stories on Wrecks and Remedies (Nov 28, 2012) NEW
• Critical Administration Procedures for Private Companies (Dec 19, 2012) NEW

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Meeting Types

1. In-Person Meetings at locations around the U.S.
2. Live Webinars (Web-based seminars, free for NCEO members)
3. Webinar Replays (recordings of past Webinars you can view at any time; ESOP Webinar replays are available for purchase here, while equity compensation Webinars are archived in the members' area)

Learn About Sponsorship and Speaking Opportunities

What People Say About Our Meetings

• » “Eight people from our communications committee participated in your Webinar, and it provided great information and tools to help organize the committee.”
• » “No one has mastered the art of the Webinar better than the NCEO. All of my direct reports listen to each of them.”
• » “Good topics, good speakers, easy format, and the price is right. Thanks for the service!”
• » “Thank you for a very well done Webinar. The material was a great refresher and was well presented by all three speakers. I’ll do this again. The medium is fantastic!”
• » “I found these Webinars to be a great resource. It does not involve a full day of class, and you can do it in the office, which makes it easier to allocate the time.”
• » “I learn something from every ESOP Webinar, so please keep offering them. Thank you.”