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NCEO Meetings on Employee Stock Ownership Plans (ESOPs)
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ESOP Governance Meetings
Register for one, two, or all three of these back-to-back seminars.
- Fiduciary Issues for Internal ESOP Trustees (San Francisco, CA; May 25, 2010)
- Effective Boards of Directors: Best Practices in Governing an ESOP Company (San Francisco, CA; May 26, 2010)
- Executive Compensation in ESOP Companies (San Francisco, CA; May 27, 2010)
Live Seminars
This traditional learning format brings you face-to-face with our expert presenters. Our seminars provide ample opportunity for attendees to ask questions and interact with others.
- Is an ESOP Right for You? (Arlington Heights, IL; Sep 28, 2010–Sep 29, 2010)
The ESOP Company Symposium
Register for one, two, or all three days of these back-to-back seminars.
- Handling the ESOP Repurchase Obligation (Philadelphia, PA; Oct 19, 2010)
- Challenges and Solutions for Mature ESOP Companies (Philadelphia, PA; Oct 20, 2010)
- Strategic Planning for Your ESOP (Philadelphia, PA; Oct 21, 2010)
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.
- Effective ESOP Communications (Chicago, IL; Oct 25, 2010)
- Plan Design and Ownership Culture (Chicago, IL; Oct 26, 2010)
- Creating a Company of Owners (Chicago, IL; Oct 27, 2010)
2010 Spring Webinars
These Webinars are free for NCEO members. Registration is by track. To register for the Webinar tracks listed below go to the Members' Area of our Web site (username and password required).
Introductory Topics
- ESOPs as a Business Transition Tool (Mar 30, 2010)
- ESOP Feasibility (Apr 1, 2010)
- What You Need to Know as an Internal ESOP Fiduciary (May 4, 2010)
- S Corporation ESOPs - Legal Isses (May 18, 2010)
- S Corporation ESOPs - Administrative Issues (May 19, 2010)
- S Corporation ESOPs - Valuation Issues (May 20, 2010)
Ongoing ESOP Issues
- Executive Compensation for ESOP Companies (Mar 18, 2010)
- Business Literacy (Apr 7, 2010)
- Handling the Repurchase Obligation - Legal Issues (Jun 1, 2010)
- Handling the Repurchase Obligation - Planning Issues (Jun 2, 2010)
- Handling the Repurchase Obligation - How Repurchase Affects Valuation (Jun 3, 2010)
ESOP Company Case Studies
- ESOP Company Case Studies (Apr 8, 2010)
Webinar Replays
NCEO Webinar replays are the recorded version of our live Webinars, using PowerPoint presentations broadcast over the Internet.
Introductory Topics
- Administrative Issues for S Corporation ESOPs
- Communicating the Valuation Process to Employees
- ESOP Basics
- ESOP Feasibility
- ESOP Overview
- ESOPs as a Business Transition Tool
- Is an ESOP Right for You? The Basics
- Legal Issues Affecting S Corporation ESOPs
- Orientation to ESOPs: The Basics
- The Rollout: Introducing a New ESOP to Employees
- Using ESOPs as an Acquisition Strategy
- Valuation for S Corporation ESOPs
- What You Need to Know as an Internal ESOP Fiduciary
Ongoing ESOP Issues
- Advanced ESOP Valuation Issues
- Advanced ESOP Valuation: Special Topics
- Best Practices for Other Retirement Plans When You Have an ESOP
- Communicating Valuation
- Dealing with Down Times in an ESOP Company
- ESOP Accounting: Financial Reporting by ESOPs
- ESOP Accounting: Financial Reporting by Plan Sponsors
- Executive Compensation for ESOP Companies
- Fiduciary Implications of Stock Drop Lawsuits in 401(k)s and ESOPs
- Handling the Repurchase Obligation - Legal Issues
- Handling the Repurchase Obligation - Planning for the Repurchase Obligation
- How the Repurchase Obligation Affects Valuation
- Navigating the 409A Deferred Compensation Plan Rules
- Planning for the Repurchase Obligation
- Running an Effective Board
- Second-Stage ESOP Transactions
- Sustainable Leadership
- Valuation Challenges for Ongoing ESOPs
Ownership Culture
- A Company of Entrepreneurs: Getting Employees Involved
- An Ownership Tale
- Building Trust in an Employee-Owned Company
- Business Literacy
- Communicating Your ESOP
- Don't Do That With Your ESOP
- Effective ESOP Commitees
- Incentive Plans that Support Employee Ownership
- Learn From Failures: The Dark Side of ESOPs
- Marketing Tools and Employee Ownership
- Measuring and Managing Ownership Culture
- Meet an Innovations Award Winner
- Minimizing Cynicism
- Revitalizing Your Ownership Culture
- The NCEO ESOP Communications Power Point Template