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CE Credit Type generic asppa cpe

Why Do I Need the RPO?

Webinars July 9, 2026 9:30 am PT

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Continuing Education Credit Offered For Live Session Only: Generic, ASPPA, CPE

Webinar Details

This session will discuss the Repurchase Obligation process, proper planning and expectations post study.

Learning objectives:

1. Define the purpose of a Repurchase Obligation Study (RPO)

2. Learn how to analyze and project repurchase liability.

3. Understand strategies to manage and fund repurchase obligations effectively.

Webinar Slides

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Webinar Replay

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Presenters

Ashton Ellis

Ashton Ellis is a Senior ESOP Strategy Consultant at Blue Ridge Associates, where she partners with business owners and plan fiduciaries to design and implement long term strategies for employee stock ownership plans (ESOPs). With over 17 years of experience in the retirement and employee benefits industry, Ashton specializes in repurchase obligation forecasting and the financial mechanics that drive successful ESOP outcomes. Working remotely, Ashton serves clients nationwide, offering strategic insight grounded in both technical knowledge and practical application. She earned her bachelor's degree in applied mathematics from Auburn University.

Why Do I Need the RPO?

Presenters

Ashton Ellis

Josh Goldbeck

Thank you to our Sponsors

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Presenters

Ashton Ellis

Josh Goldbeck

Thank you to our Sponsors