September 9, 2025 Communications Committee Crash Course Join us for the fall Crash Course for employee-owned companies. Build... Read More Communications Committee Crash Course
September 9, 2025 • 9:30 am Navigating Your Path to ESOP Sustainability: Takeaways from the Forum Missed our workshop at the Forum? We’ll provide a recap of the... Read More Navigating Your Path to ESOP Sustainability: Takeaways from the Forum
September 4, 2025 • 9:30 am The Form 5500 Audit Join our presenters as they discuss the Form 5500 audit process. The... Read More The Form 5500 Audit
August 21, 2025 • 9:30 am Distribution Policies Join us for a review of what a distribution policy is, why companies... Read More Distribution Policies
August 7, 2025 • 9:30 am Releveraging - A Deeper Dive In this session we will review the process, procedure and... Read More Releveraging - A Deeper Dive
August 5, 2025 • 9:30 am Optimizing ESOP Success: Accounting & Valuation Essentials Whether your ESOP is in its early stages or well-established, this... Read More Optimizing ESOP Success: Accounting & Valuation Essentials
July 29, 2025 • 9:30 am Designing Effective Compensation Programs Compensation committees of ESOP companies often look for benchmarking... Read More Designing Effective Compensation Programs
July 24, 2025 • 9:30 am What You Should Get Out of Your RPO? This session will discuss the Repurchase Obligation process, proper... Read More What You Should Get Out of Your RPO?
July 22, 2025 • 9:30 am ESOPS and Estate Planning This session will review the estate planning opportunities that are... Read More ESOPS and Estate Planning