Learn. Share. Connect. Explore our events below.
Join us for a concise and impactful discussion on the transformative...
Read More Community Conversations | The Employee Ownership Effect: How ESOPs Change Lives
Cannabis businesses face unique challenges—ESOPs offer a strategic...
Read More Cultivating Ownership : Cannabis ESOPs and the Future of Employee Equity
How to evaluate and select leaders who will strengthen your...
Read More Laying the Groundwork: Evaluating Leadership Talent in Your ESOP
Join us for a deep dive into the anti-abuse rules under IRC §409(p)—a...
Read More Do you §409(p)?
We'll start with a light overview of the purposes of the ESOP --...
Read More How Your Board Supports the Success of Your ESOP
Employee ownership changes more than just your cap table—it reshapes...
Read More Financial Management for ESOPs: A CFO's Strategic Playbook
Have you heard these buzzwords? What are they? Does it affect my plan...
Read More Reshuffling & Rebalancing
Missed our workshop at the Forum? We’ll provide a recap of the...
Read More Navigating Your Path to ESOP Sustainability: Takeaways from the Forum
Join our presenters as they discuss the Form 5500 audit process. The...
Read More The Form 5500 Audit
