Events

This webinar provides a basic understanding of the process of completing a repurchase forecast and the factors and assumptions that affect the outcome of forecast, including the impact of specific plan provisions (such as distribution timing and segregating accounts), the impact of the distribution mechanics (recycling vs. redeeming), and interplay between the stock value and the repurchase obligation.

The legal issues discussed in the first webinar in our series on S corporation ESOPs have important implications for the administration of your ESOP. Make sure that your company is compliant with the complex rules and procedural requirements for effectively running an ESOP in an S corporation. Participants will leave this webinar with some questions to ask their administration firm to ensure that their ESOP is compliant and that they are getting the greatest benefit from the plan.

ESOP fiduciaries and others responsible for the annual ESOP appraisal need to understand the interaction between their companies' S corporation statement and the valuation. The benefits of being an S corporation ESOP add several layers of complexity to the annual valuation. For example, ESOP shares are valued by law at the price a "willing buyer" would pay, but there is no guarantee that this hypothetical willing buyer would be an S corporation or have an ESOP. Does that make it impossible for the appraisal firm to consider the S corporation ESOP tax shield? If not, how should it affect the annual valuation? Does the appropriate valuation method change for initial transactions, ongoing operation, or in evaluating a potential sale of the company? What's the difference between valuation for a 100% ESOP-owned S corporation and one where the ESOP has a smaller stake? This webinar stands on its own, but many attendees will also view our other two S corporation webinars (one on legal issues and one on administrative issues)

This webinar will examine and discuss important research and information related to ESOPs, workplace culture, and financial security in the United States. Using this research, we will examine how to best leverage these tools to communicate more effectively with employees and guide company decisions on the importance of employee ownership and best practices in the workplace.

As an internal ESOP fiduciary, you have substantial legal responsibilities. This webinar will discuss what fiduciaries do, how they can deal with audits and avoid lawsuits.

ESOPs are like people with different doctors. To get the best advice, you need the right team and you need to make sure they work well with one another. This webinar helps you learn how to make that happen.

This session is an overview of the main features of employee stock ownership plans (ESOPs). It is appropriate for people familiar with basic business and finance topics but new to ESOPs and for those responsible for ESOP communication.

This seminar looks at some cutting edge ideas for ESOP financing, including releveraging your plan to help get new employees ownership, finding financing from sources other than banks, and developing new sources of working capital.

This webinar looks at what makes an effective board. Should there be outside directors? What should their qualifications and compensation be? Should there be non-management employees on the board? Should board members be fiduciaries? Should plan advisors be on the board? What should board duties be and what makes boards most productive?