Events

As an internal ESOP fiduciary, you have substantial legal responsibilities. This webinar will discuss what fiduciaries do, how they can deal with audits and avoid lawsuits.

ESOPs are like people with different doctors. To get the best advice, you need the right team and you need to make sure they work well with one another. This webinar helps you learn how to make that happen.

This session is an overview of the main features of employee stock ownership plans (ESOPs). It is appropriate for people familiar with basic business and finance topics but new to ESOPs and for those responsible for ESOP communication.

This webinar looks at some cutting edge ideas for ESOP financing, including re-leveraging your plan to help get new employees ownership, finding financing from sources other than banks, and developing new sources of working capital.

This webinar looks at what makes an effective board. Should there be outside directors? What should their qualifications and compensation be? Should there be non-management employees on the board? Should board members be fiduciaries? Should plan advisors be on the board? What should board duties be and what makes boards most productive?

ESOPs benefit employees, sellers, and the organization's bottom line - in most companies. From time to time, mistakes with an ESOP have caused legal problems for the company, personal loss to plan fiduciaries, and damaged morale. This session will cover a variety of "anti-case studies" and discuss different ways companies can avoid problems before they arise.

ESOPs can transform businesses into high-performance organizations. But to do that, companies need to find ways to fully engage employee-owners and develop an effective ownership culture. Employee surveys are a good way to engage employees and gauge their perspectives on the fundamental aspect of your ownership culture and what needs to be done to move forward. 

An ESOP can be a tool to make acquisitions easier, but it also adds some layers of complexity, and this Webinar explores the legal and fiduciary issues that must be part of any effective acquisition strategy. This webinar will also discuss the impact of the acquisition, plan its implementation, consider the impact on HR, benefits, and morale, and develop an approach to communications to respects both the need for confidentiality and employee buy-in.

Providing the right executive compensation is a tricky issue for any company, but it can be especially challenging for an ESOP company. Fiduciary rules require the ESOP trustee to make sure that executive pay is reasonable. S ESOP corporation rules require special care be paid to the form in which executives receive equity compensation and how much they get. Corporate philosophies about compensation may emphasize a flatter pay and rewards scale than in similar conventional companies. These and other issues make this webinar especially timely. Learn from the experts what works, what doesn't, what other people do, and what the laws require.