ESOP Basics

Live Webinar :: July 29, 2008 :: Free for NCEO Members

This session is a one-hour introduction to some of the basic features of employee stock ownership plans (ESOPs). It is appropriate for people new to ESOPs or for those responsible for ESOP communication. The session will cover the current status of ESOPs in the US, some highlights on their performance, and core concepts about how they function. Corey Rosen and Loren Rodgers of the NCEO will use graphics, examples and simple explanations to provide a general introduction to the features common to all ESOPs. In addition, ESOP lawyer Brian Hector will engage in back-and-forth discussion throughout the session to provide examples and answer questions. NOTE: Every ESOP is different. This session does not attempt to teach people the specifics of how any particular ESOP works.

Program

9:30-10:30 AM Pacific	Introduction to ESOPs Corey Rosen and Loren Rodgers, NCEO; Brian Hector, Morgan, Lewis & Bockius LLP
10:30-10:45 AM	Q&A/Wrap-Up Corey Rosen and Loren Rodgers, NCEO; Brian Hector, Morgan, Lewis & Bockius LLP

Webinar Format

NCEO live Webinars are PowerPoint presentations broadcast live over the internet and accompanied by a telephone conference call. For a list of our other Webinars, see our meeting list.

Fee Information

The live session will be free for NCEO members and $75 for nonmembers. If you are not an NCEO member but join now ($90 for 1 year), you will receive the member rate.

Special Note on Webinar Replays

Replays of the Webinar are available to Webinar attendees at a special discounted rate of $25. To receive this discounted price, you must register for the live Webinar and purchase the replay at the time of registration. Otherwise, the replays will be available for $50 for NCEO members and $75 for nonmembers. The replay will be available on the next business day after the Webinar.

Cancellation Policy

Cancellations received before the Webinar will be eligible for credit toward another program, minus a $20 administration fee. If you do not cancel and do not attend the Webinar, no credit will be issued. The price of the replay, if purchased, will be adjusted accordingly.

How to Register

To register for the webinar or for more information, please contact Seminar Director Colleen Kearney at 510-208-1311 or ckearney@nceo.org. We have made it even easier to sign up for our Webinars. Instead of signing up for individual Webinars, when you register for a Webinar track you will automatically be registered for every Webinar in that track during that season. You can register for one track or all three. You will be provided with directions to access the handouts for each session on our Web site as well one set of login instructions per track each season. Simply mark the dates of the Webinars you wish to attend on your calendar, and login in at the scheduled time. There is no need to advise us whether or not you plan to attend.

HRCI Recertification Credit

HRCI Recertification Credit: This program has been approved for 1.25 recertification credit hours toward PHR and SPHR recertification through the Human Resource Certification Institute (HRCI). For more information about certification or recertification, please visit the HRCI home page at www.hrci.org.

CPE Credit for Accountants

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 addressed to National Registry of CPE Sponsors, 150 Fourth Ave. North, Suite 700, Nashville, TN 37219-2417. Web site: www.nasba.org.

This program is a "Group-Internet-Based" offering and provides 1 hour of CPE Credit for Accountants in the area of specialized knowledge and applications. The material is basic level. No prerequisites or advanced preparation are required.

For more information regarding administrative policies such as complaints and refunds, please contact our office at 510-208-1300.

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