Webinar

S Corporation ESOPs: Valuation Issues

September 29, 2020
ESOP fiduciaries and others responsible for the annual ESOP appraisal need to understand the interaction between their companies' S corporation statement and the valuation. The benefits of being an S corporation ESOP add several layers of complexity to the annual valuation. For example, ESOP shares are valued by law at the price a "willing buyer" would pay, but there is no guarantee that this hypothetical willing buyer would be an S corporation or have an ESOP. Does that make it impossible for the appraisal firm to consider the S corporation ESOP tax shield? If not, how should it affect the annual valuation? Does the appropriate valuation method change for initial transactions, ongoing operation, or in evaluating a potential sale of the company? What's the difference between valuation for a 100% ESOP-owned S corporation and one where the ESOP has a smaller stake?
Webinar

Collateral Payments in ESOP Transactions

October 6, 2020
This webinar will explore the theories advanced in legal cases, potential defenses to such claims, how courts have handled these claims in recent cases, and considerations for structuring these types of payments to mitigate risk.
Webinar

Think Like an Owner

October 13, 2020
Leaders often ask what it takes to get more employees "thinking like an owner." The truth is, It takes more than just an ESOP. One challenge to engaging all employees as owners are the often invisible divides based on class and profession in our organizations: office and field, shop floor and customer service, sales, and warehouse.
Webinar

Do That with Your ESOP: Great Ideas from ESOP Companies

October 20, 2020
Every year we hear great ideas from ESOP companies on culture, administration, sustainability, governance, and more. This webinar brings together many of these ideas in a single place.   There are no prerequisites or advanced preparation required for this introductory-level session. Field of Study: Specialized Knowledge Delivery Method: Group Internet Based For more information on the types of Continuing Education Credit offered please visit Continuing Education Credits for Meeting and Webinar Attendees.
Webinar

Effective ESOP Communications Committees

October 27, 2020
Employee communication is a common theme in successful ESOP companies. This webinar highlights how the communication committee is essential to the long-term success of the organization. Our goal is to help your company have an effective internal communications committee.
Webinar

Lessons from Recent Litigation

November 3, 2020
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.
Webinar

Using ESOPs to Structure an Acquisition

November 10, 2020
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.
Webinar

How NCEO Research Can Help You

November 17, 2020
This webinar will examine and discuss important research and information related to ESOPs, workplace culture, and financial security in the United States. Using this research, we will examine how to best leverage these tools to communicate more effectively with employees and guide company decisions on the importance of employee ownership and best practices in the workplace.  
Webinar

ESOP Distribution Policies: Best Practices

November 24, 2020
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.
Webinar

Best Practices for ESOP Boards of Directors

December 1, 2020
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?
Webinar

Is an ESOP Right for You?

December 8, 2020
There are several paths you can take to transition the ownership of your business. This session will evaluate employee ownership and if selling your business to an Employee Stock Ownership Trust is right for you.
Webinar

Responsibilities of an Internal ESOP Fiduciary

December 15, 2020
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.