Webinars

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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July 1, 2025 • 9:30 am

Repurchase Obligation 101

A basic understanding on how to balance the cash needs of the ESOP...

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June 26, 2025 • 9:30 am

Community Conversations: Acquisitions Evolution: An Alternative Path to Employee Ownership

Transform your exit strategy with the power of employee ownership....

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June 24, 2025 • 9:30 am

Health Plan Savings, Transparency, and Stability for ESOP Companies

How member companies leverage transparency, programs, and resources...

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June 19, 2025 • 9:30 am

Diversification

This session will review the §401(a)(28) statutory distribution...

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June 17, 2025 • 9:30 am

Successful Corporate Governance for ESOP Companies

Tools needed for effective corporate and ESOP governance.

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June 10, 2025 • 9:30 am

ESOP Success Starts Here: Avoiding Common Mistakes

ESOP plan administration best practices webinar.

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