Webinars

August 5, 2025 • 9:30 am

Optimizing ESOP Success: Accounting & Valuation Essentials

Whether your ESOP is in its early stages or well-established, this...

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July 29, 2025 • 9:30 am

Designing Effective Compensation Programs

Compensation committees of ESOP companies often look for benchmarking...

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July 24, 2025 • 9:30 am

What You Should Get Out of Your RPO?

This session will discuss the Repurchase Obligation process, proper...

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July 22, 2025 • 9:30 am

ESOPS and Estate Planning

Explore tax-efficient strategies, 1042 transactions, and estate...

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July 17, 2025 • 10:45 am

The Statements are Ready - What Do I Do Now?

During this session you will hear from individuals who have developed...

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July 17, 2025 • 9:30 am

Community Conversations: Planning Tips for the Best EO Month Ever

Join us for an engaging session with leaders from employee-owned...

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July 15, 2025 • 9:30 am

Building Effective ESOP Leadership : How to Evaluate and Hire with Purpose

ESOPs require more than just good leadership—they demand a unique...

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July 10, 2025 • 9:30 am

Purchase Price Adjustment - What Do I Need to Know?

Many new ESOPs include a requirement that within a specified period...

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July 8, 2025 • 9:30 am

From ESOP to Ownership : Navigating Change and Transition

This interactive webinar uses William Bridges simple and memorable...

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