Live Webinars

This webinar is geared towards individuals who maintain the accounting and general ledger for ESOP transactions in their company.   

Selling to an employee ownership trust (EOT) should be considered as a strong alternative to an ESOP where the cost of an ESOP is a major consideration, as well as where perpetuity of the employee ownership structure is a major goal. The presentation will also include discussion of wealth accumulation strategies in an EOT, valuation for an EOT sale, choice of EOT trustee, oversight under state trust law, the transition of an ESOP to an EOT, and examples of EOT-owned companies.

What happens when an ESOP company wants to sell? The sale of an ESOP company has unique complexities that need to be accounted for to ensure a successful outcome.

The webinar will provide an overview of the concept of stewardship and how the constructs of stewardship are important to employee ownership culture.  

Determining the value of ESOP shares requires complicated, regulated analysis, but everyone connected with the ESOP needs to know the basics. This webinar will serve as an overview for people who just want to understand the key concepts of ESOP valuation or as a foundation on which to learn more advanced valuation topics.

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. 

Join us for a look into the latest developments in the employee ownership community with Executive Director Loren Rodgers.

We will talk about tools and techniques to communicate effectively about valuation in your own company, including actual examples of ways that some companies communicate about valuation to your workforce. This session is appropriate for people who will be doing their company's internal valuation communication.

How do you engage your employee-owners? Once engaged, how do you follow through? In this session, we will provide examples of engaging employee-owners and how to maintain momentum. We will present a case scenario of the Ownership Rewards Program at DCS Corporation. 

ESOP Administrative Committees can play a variety of roles. Most commonly, they either are the fiduciary or direct the fiduciary. In both cases, they also make sure that plan administration is properly handled. This webinar will explore who should be on it for how long? What kinds of information should they gather? How should they communicate with employees? If they are directing a trustee, how can they make that interaction most useful? What are some examples of don't do that's administrative committees have stubbed their toes on?

An understanding of recent developments in litigation brought by ESOP participants and the DOL, and in DOL investigations and IRS audits, can help to avoid problems with regulators and to be prepared to deal with trouble if it comes. Join members of the McDermott Will & Emery ESOP Litigation team for a discussion of the lessons all ESOP owned companies, fiduciaries and advisors should be focusing on in 2020.

Successful leadership transitions are complex and there is obviously no "one-size-fits-all" approach to guarantee success.