Webinars

March 3, 2026 • 9:30 am

Beyond the Close – What New ESOPs Need to Prepare for in Their First 90 Days, 6 Months, and One Year

We'll walk through the essential operational, governance, and...

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February 24, 2026 • 9:30 am

What's Driving Your ESOP Valuation?

This session will provide insight into the key factors valuation...

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February 19, 2026 • 9:30 am

Getting Started on the Right Track with ESOP Communication

This session will provide tips and pointers for new ESOPs or those...

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February 17, 2026 • 9:30 am

Leading Through Change: A Strategic Roadmap for CEO Transition

Plan a successful CEO transition with a practical roadmap covering...

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February 12, 2026 • 9:30 am

Making Smart Amendment Choices: Your SECURE Act & SECURE 2.0 Game Plan

This session cuts through the regulatory noise to focus on what...

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February 10, 2026 • 9:30 am

Think Like an Owner

Join us for this fun and interactive webinar to learn how to take the...

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February 5, 2026 • 9:30 am

Navigating ESOP Rehires

This session breaks down the rehire rules that trip up even seasoned...

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February 3, 2026 • 9:30 am

Quarterbacking an ESOP Transaction

This webinar provides a practical, end-to-end overview of the ESOP...

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January 29, 2026 • 9:30 am

Behind the Scenes- Understanding Your TPA's Year-End Process

This session gives you an insider's perspective on the TPA's year-end...

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