August 21, 2025 • 9:30 am Distribution Policies Join us for a review of what a distribution policy is, why companies... Read More
August 7, 2025 • 9:30 am Releveraging - A Deeper Dive In this session we will review the process, procedure and... Read More
August 5, 2025 • 9:30 am Optimizing ESOP Success: Accounting & Valuation Essentials Whether your ESOP is in its early stages or well-established, this... Read More
July 29, 2025 • 9:30 am Designing Effective Compensation Programs Compensation committees of ESOP companies often look for benchmarking... Read More
July 24, 2025 • 9:30 am What You Should Get Out of Your RPO? This session will discuss the Repurchase Obligation process, proper... Read More
July 22, 2025 • 9:30 am ESOPS and Estate Planning This session will review the estate planning opportunities that are... Read More
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... Read More
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... Read More
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... Read More