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Examine how ESG has made its way into investment decisions (looked at through the lens of an ERISA lawyer) and then as a component in measuring executive pay and performance.

What is an equity-based long-term incentive plan (“LTIP”), and how many ESOP companies have them? How can LTIPs help retain key executives and align their interests with those of ESOP participants? This session will answer these questions and more.

ESOPs are complicated and it is inevitable that some companies will make mistakes. Finding and correcting those mistakes yourself can save time and trouble, and the experts in this webinar will help you prevent any audits from becoming complicated, to find errors, and to decide the best way to address those errors yourself before the regulators get involved.

The IRS now wants you to have a written distribution policy. It's a good idea anyway. A well crafted will help you manage your repurchase obligation in a sustainable, equitable manner.

Join NCEO Founder, Corey Rosen, and President of OwnersEdge, Chris Adee to discuss ESOP Holding Companies.  ESOP holding companies have experience helping companies with ownership transitions, and this session will cover some of what one holding company has learned about the advantages of the model, common succession issues faced by former owners, and supporting employees through the process of becoming employee-owners.

Join Allison Egan of Faegre Drinker Biddle & Reath LLP and Natasha Fedder of Scale LLP to discuss recent trends in ESOP litigation, including arbitration, administrative exhaustion, and challenges to sale and re-leveraging transactions involving mature ESOPs.

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

In this session, we will explore relevant transaction alternatives available to highly-regulated businesses such as healthcare and, in particular, senior housing and elder care. Introduction of exit strategies from recapitalization/financing structures to selling to strategies for cash or employees through a stock sale will be covered.

This webinar will discuss the accounting treatment and other implications of often-overlooked alternatives to a traditional leveraged ESOP deal structure.

This webinar will explore important considerations when planning leadership succession at the C-Suite level, in service to the successful sustainability of your employee-owned company. We'll also discuss the current COVID-19 crisis and its potential impact on succession issues.