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Weekly Webinars

Free for NCEO Members.
Up-to-date information presented by experts. Always educational, never promotional. 9:30 - 10:30 AM PST most Tuesdays.

Live Webinars

  • Continuing Education
  • Financial Wellness for Employee Owners
  • Webinar Replays
  • Live Events
  • Webinar

    Why Plan Design is So Integral

    May 17, 2022
    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.
    Member-Only Content. Login or Join to View.
  • Webinar

    An ESOP Primer for Boards of Directors

    May 24, 2022
    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.
    Member-Only Content. Login or Join to View.
  • Webinar

    Fiduciary Duties 101

    May 31, 2022
    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.
    Member-Only Content. Login or Join to View.
Webinar

Why Plan Design is So Integral

May 17, 2022
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.
Member-Only Content. Login or Join to View.
Webinar

An ESOP Primer for Boards of Directors

May 24, 2022
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.
Member-Only Content. Login or Join to View.
Webinar

Fiduciary Duties 101

May 31, 2022
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.
Member-Only Content. Login or Join to View.
Webinar

Communicating Value Drivers & Creating an Effective Ownership Culture

June 7, 2022
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.
Member-Only Content. Login or Join to View.
Webinar

Mature ESOP Company Sustainability

June 14, 2022
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.
Member-Only Content. Login or Join to View.
Webinar

Back to the basics! Understanding the core benefits of an Equity Compensation Plan

June 21, 2022
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.
Member-Only Content. Login or Join to View.
Webinar

Market Based Valuation Approaches in ESOP Valuation

June 28, 2022
Member-Only Content. Login or Join to View.
Webinar

Study the Past, Create the Future: How to Build a Successful Leadership Succession System

August 2, 2022
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.
Member-Only Content. Login or Join to View.
Webinar

Inside-Out: A C-Suite perspective on optimizing the value you add as a Board Member or Trustee

August 16, 2022
Webinar

Funding Allocations for Repurchase Obligation

August 23, 2022
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.  
Webinar

Effective Corporate Governance in ESOP Companies

October 11, 2022
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.
Member-Only Content. Login or Join to View.
Webinar

Preparing for a CEO or other Key Executive Transition

October 25, 2022
This session will discuss the appropriate steps to complete in order to make a CEO (or other exec) transition seamless and successful.
Member-Only Content. Login or Join to View.

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