Webinars

Learn. Share. Connect. Explore our events below.

October 7, 2025 • 9:30 am

How to evaluate and select leaders who will strengthen your...

October 2, 2025 • 9:30 am

Join us for a deep dive into the anti-abuse rules under IRC §409(p)—a...

September 30, 2025 • 9:30 am

We'll start with a light overview of the purposes of the ESOP --...

September 23, 2025 • 9:30 am

Employee ownership changes more than just your cap table—it reshapes...

September 18, 2025 • 9:30 am

Have you heard these buzzwords? What are they? Does it affect my plan...

September 9, 2025

Join us for the fall Crash Course for employee-owned companies. Build...

September 9, 2025 • 9:30 am

Missed our workshop at the Forum? We’ll provide a recap of the...

September 4, 2025 • 9:30 am

Join our presenters as they discuss the Form 5500 audit process. The...

August 21, 2025 • 9:30 am

Join us for a review of what a distribution policy is, why companies...

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