Distribution Policies - The Need to Know
Review of what a distribution policy is, why companies implement them...
Read More about Distribution Policies - The Need to Know
Learn. Share. Connect. Explore our events below.
Webinars
Past Webinars
Read More about Distribution Policies - The Need to Know
Understanding and Implementing Compensation
Presenters will review the most common compensation definition,...
Read More about Understanding and Implementing Compensation
Creative ESOP M&A: Innovative Structures for Growth and Ownership
This session explores innovative transaction structures and how ESOP...
Read More about Creative ESOP M&A: Innovative Structures for Growth and Ownership
Understanding the Sustainability Metrics That Matter
Missed our workshop at the NCEO Pre Conference or want a refresher on...
Read More about Understanding the Sustainability Metrics That Matter
Digital Asset Risk Management: Protecting Employee-Owned Companies
Digital assets represent a crucial aspect of your business. This...
Read More about Digital Asset Risk Management: Protecting Employee-Owned Companies
Starting Fresh: Operating Your New SECURE 2.0 ESOP
This session focuses specifically on new plan formation and...
Read More about Starting Fresh: Operating Your New SECURE 2.0 ESOP
Emerging Liability Trends for Sellers and Non-Fiduciaries in ESOP Litigation
Discuss sellers of stock and others who customarily have not been...
Read More about Emerging Liability Trends for Sellers and Non-Fiduciaries in ESOP Litigation
Translating ESOP Accounting for Your Clients
We'll break down the accounting concepts that trip up your clients,...
Read More about Translating ESOP Accounting for Your Clients
Employee Owned, People Powered, Fiduciary Governed; a Candid Conversation with HFA Leadership
This webinar features conversations with the leaders of HFA, a fully...
Read More about Employee Owned, People Powered, Fiduciary Governed; a Candid Conversation with HFA Leadership