Weekly Webinars

Plan design is integral to every ESOP -- but with so many decisions to make and so many options, how much does it matter?  Learn which plan features are mandatory, and which offer flexibility. We will discuss the best practices of these different options and the long-term impacts of each.

Boards can be essential both in managing the risks and realizing the potential of employee ownership, but to do that, directors need to know what is different about ESOP companies. Learn more in today's webinar.

Every ESOP has fiduciaries, and it's important for fiduciaries to understand their responsibilities. This presentation will give ESOP fiduciaries, such as committee members and trustees, a course in what their fiduciary duties are and why they are important.

Employee owners need to know about key valuation drivers and how their day-to-day decisions impact the valuation trajectory of their company. This session will share best practices for communicating value drivers to employees and constructing an effective ownership plan.

Nothing is more important when considering ESOP Sustainability than working closely with your Partner, Advisors. This session will allow attendees to discuss their current concerns with experts in the field of Valuation and Repurchase Obligation Analysis.

Across regions and industry segments, the workforce is incredibly diverse—and many times each requires different levels of support as well as diverse methods of communication and education. Being well-versed in participants’ needs and challenges before coordinating any equity plan education sessions is key.

This session will focus on how to implement an effective Succession System, including who to involve in the process, how and when to start thinking about leadership succession and detailing the necessary steps in the process.

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.  

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.