Weekly Webinars

Those who wish to or do serve as members of the Board of an ESOP company, or an internal Trustees, desire to add value in their role. But too often Boards and Trustees struggle to get beyond the minimalist and narrow use of these key roles. This session will give you an insight into an experienced ESOP C-Suite leader, with significant board experience.

This session will illustrate the value and options for ESOP Repurchase Obligation and how to avoid the pitfalls without proper planning now. Early and proper planning for Repurchase Obligation,  will help avoid pitfalls such as devaluation of stock, inability to secure trade/bank credit, forced sale of the company, personal liability for ESOP fiduciaries, and even insolvency.  

The first challenge for an ESOP company is completing the annual compliance tasks with the help of your CPA firm, bank, and ESOP service providers. But how do you move from “Compliance” to “Best Practices”? Hear from accounting, valuation, and banking professionals who support award-winning ESOP companies to learn how to help your finance and accounting team develop the skills and traits needed to effectively support an employee ownership culture.

Corporate governance shouldn’t just be a priority; good corporate governance should be a prerequisite. This session will go into detail on the characteristics of strong corporate governance and the characteristics of strong ESOP governance and the interplay between the two.

This session will discuss the appropriate steps to complete in order to make a CEO (or other exec) transition seamless and successful.

Administering an ESOP can be tough work. We will take an arial view of many different topics and understand some of the key details to understand before you consider implementation to your ESOP.