Do you §409(p)?
Join us for a deep dive into the anti-abuse rules under IRC §409(p)—a...
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Webinars
Learn. Share. Connect. Explore our events below.
Webinars
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How Your Board Supports the Success of Your ESOP
We'll start with a light overview of the purposes of the ESOP --...
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Financial Management for ESOPs: A CFO's Strategic Playbook
Employee ownership changes more than just your cap table—it reshapes...
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Reshuffling & Rebalancing
Have you heard these buzzwords? What are they? Does it affect my plan...
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Communications Committee Crash Course
Join us for the fall Crash Course for employee-owned companies. Build...
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Navigating Your Path to ESOP Sustainability: Takeaways from the Forum
Missed our workshop at the Forum? We’ll provide a recap of the...
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The Form 5500 Audit
Join our presenters as they discuss the Form 5500 audit process. The...
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Distribution Policies
Join us for a review of what a distribution policy is, why companies...
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Releveraging - A Deeper Dive
In this session we will review the process, procedure and...
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