Navigate one of the most complex aspects of ESOP management with confidence! This comprehensive session will equip you with the critical knowledge and practical tools needed to tackle repurchase obligations head-on, ensuring your plan's long-term sustainability and success.
You'll gain insider insights into the entire repurchase obligation process, from initial assessment through strategic implementation. Our expert presenters will guide you through proven methodologies for accurate liability projection, reveal sophisticated funding strategies that top-performing plans use, and share real-world case studies that demonstrate how proper planning can turn potential challenges into competitive advantages.
Whether you're facing your first repurchase obligation study or looking to optimize your current approach, this session delivers the actionable intelligence you need to make informed decisions that protect both your organization and your employee-owners. Don't leave your plan's future to chance – master the strategies that ensure sustainable growth and financial stability.
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.
Coming Soon
Presenters
Kevin T. Rusch
Kevin, CPA, QPA, is a director at Blue Ridge ESOP Associates and has more than 23 years of experience providing administration and consulting advice to ESOP clients. He is a certified public accountant (CPA) as well as a qualified pension administrator (QPA). He works closely with plan sponsors, accountants, advisors, and legal counsel to provide guidance on ESOP plan design, repurchase obligation analysis, compliance, and operation.
Thank you to our Sponsors
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