Webinar

Handling the Repurchase Obligation: Forecasting

September 24, 2019
This webinar provides a basic understanding of the process of completing a repurchase forecast and the factors and assumptions that affect the outcome of forecast, including the impact of specific plan provisions (such as distribution timing and segregating accounts), the impact of the distribution mechanics (recycling vs. redeeming), and interplay between the stock value and the repurchase obligation.
Webinar

S Corporation ESOPs: Administrative Issues

October 1, 2019
The legal issues discussed in the first webinar in our series on S corporation ESOPs have important implications for the administration of your ESOP. Make sure that your company is compliant with the complex rules and procedural requirements for effectively running an ESOP in an S corporation. Participants will leave this webinar with some questions to ask their administration firm to ensure that their ESOP is compliant and that they are getting the greatest benefit from the plan.
Webinar

S Corporation ESOPs: Valuation Issues

October 8, 2019
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? This webinar stands on its own, but many attendees will also view our other two S corporation webinars (one on legal issues and one on administrative issues)
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Webinar

Research and Communication Tools You Can Actually Use

October 15, 2019
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

Responsibilities of an Internal ESOP Fiduciary

October 22, 2019
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.
Webinar

Creating an Effective ESOP Team

October 29, 2019
ESOPs are like people with different doctors. To get the best advice, you need the right team and you need to make sure they work well with one another. This webinar helps you learn how to make that happen.
Webinar

ESOP Overview: An Introduction to ESOPs

November 5, 2019
This session is an overview of the main features of employee stock ownership plans (ESOPs). It is appropriate for people familiar with basic business and finance topics but new to ESOPs and for those responsible for ESOP communication.
Webinar

Best Practices for ESOP Boards of Directors

November 19, 2019
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

Don't Do That With Your ESOP

November 26, 2019
ESOPs benefit employees, sellers, and the organization's bottom line - in most companies. From time to time, mistakes with an ESOP have caused legal problems for the company, personal loss to plan fiduciaries, and damaged morale. This session will cover a variety of "anti-case studies" and discuss different ways companies can avoid problems before they arise.
Webinar

Using Employee Surveys to Improve Your Ownership Culture

December 3, 2019
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. 
Webinar

Using ESOPs to Structure an Acquisition

December 10, 2019
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.