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Purchase the recorded version of our live Webinars. The Internet link provided allows access to the same content as the live broadcasts, whenever and as often as you like, for up to six months from the presentation date. (Please note, however that replays are not interactive. This format does not allow for questions to the presenters.)

For program details, please click the meeting name in question.

Employee Stock Ownership Plans (ESOPs)

Show only Webinar replays on this topic

Webinar Replays

NCEO Webinar replays are the recorded version of our live Webinars, using PowerPoint presentations broadcast over the Internet.

ESOP Company Case Studies

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

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

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Equity Compensation Plans

Show only Webinar replays on this topic

Webinar Replays

NCEO Webinar replays are the recorded version of our live Webinars, using PowerPoint presentations broadcast over the Internet.

Ongoing ESOP Issues

• Navigating the 409A Deferred Compensation Plan Rules

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Ownership Culture

Show only Webinar replays on this topic

Webinar Replays

NCEO Webinar replays are the recorded version of our live Webinars, using PowerPoint presentations broadcast over the Internet.

ESOP Company Case Studies

• An ESOP Company Case Study: Employee Involvement and Communication

General

• Jack Stack on a Stake in the Outcome

Ownership Culture

• A Company of Entrepreneurs: Getting Employees Involved
• Building Trust in an Employee-Owned Company
• Business Literacy
• 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

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Annual Conference

Our 2010 annual conference in Minneapolis (April 20-22) is now open for registration.

Meeting Types

We offer four types of meetings:

1. In-Person Meetings at locations around the U.S.
2. Live Webinars (Web-based seminars, free for NCEO members)
3. Webinar Replays (replays of Webinars you can buy and view at any time)
4. Conference Calls (telephone conference calls)

What People Say About Our Meetings

• » “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.”

The National Center for Employee Ownership (NCEO) · 1736 Franklin St., 8th Flr. · Oakland, CA 94612 · Phone (510) 208-1300 · Fax (510) 272-9510 · Web site http://www.nceo.org/ · Email: customerservice@nceo.org. All material on this site is © 2010 by NCEO.