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LIVE WEBINAR

(Group-Internet Based)

Don't Do That With Your ESOP

November 7, 2017 (9:30 am-10:30 am Pacific)

About This Meeting

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.

You will learn:

Program

9:30 AM Legal and Fiduciary Issues, Financing and Operations
Paige Ryan and Ron Gilbert, ESOP Services, Inc.
10:30 AM Adjourn

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Presenters

Ronald Gilbert

presenter photologo

ESOP Services, Inc.

Ron is the president of ESOP Services and has more than 30 years of experience in "quarterbacking" ESOP transactions. Ron serves on the boards of four ESOP companies, the board of governors and the legislative committee of the ESOP Association, and is a former NCEO board member. He is co-editor and co-author of Employee Stock Ownership Plans: ESOP Planning, Financing, Implementation, Law, and Taxation, published by the Beyster Institute, and a number of NCEO articles, and he previously worked with Louis Kelso, the "father" of the ESOP.

Paige Ryan

presenter photologo

ESOP Services, Inc.

Serving ESOP Services, Inc., with more than 25 years of experience, Paige works with business owners to design and implement successful employee stock ownership programs, helping them analyze and understand the ESOP's impact on the company's ownership structure, cash flow, tax savings, shareholder liquidity, and employee benefits. As member of the National Center for Employee Ownership and The ESOP Association Paige frequently speaks on the topic of ESOPs, and she teaches an MBA course, "Topics of Corporate Governance: Techniques of Equity Compensation," at the Rady School of Management UCSD. Paige holds a Master of International Business from the University of San Diego and a B.A. from California State University, Long Beach.

Registration

NCEO members: Free.

Nonmembers: See below for fees.

General Registration Information

If you do not need continuing education credit you may simply access the Webinar access instructions in the members area of our Web site (user name and and password required).

Participants requesting continuing education credit do need to register once in the registration section of members area of our Web site (username and password required) and you will registered for as long as your membership is active.

If you are not a member and do not wish to join but would like to attend a Webinar, we invite you to attend one as our guest ($150 per Webinar thereafter as a nonmember).

For help with your user name and password or for any additional information, please contact Colleen Kearney at 510-208-1311 or ckearney@nceo.org.

Continuing Education Credit

To receive continuing education credit for our Group-Internet Based Webinars, participants must be registered for the Webinar and log in to the Webinar under their own name. Participants must respond by poll to all the questions posed by the moderator. Participants failing to respond to the questions will not be eligible for continuing education credit. To receive a certificate of completion, please indicate the type of certificate you would like on the ReadyTalk Participation Registration page. Upon confirmation of your participation, you will be sent a certificate via email from Colleen Kearney within the next 2 weeks.

CPE Credit

The National Center for Employee Ownership (NCEO) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

This program is a "group-Internet based" offering and provides 1.00 hour of CPE credit for accountants in the area of "specialized knowledge and applications." The material is basic level. No prerequisites or advanced preparation is needed. For more information regarding administrative policies such as complaint and refund, please contact the NCEO at 510-208-1300.

SHRM Credit

This program is valid for 1.00 PDC for the SHRM-CPSM or SHRM-SCPSM.

Cancellation Policy

Simply mark the dates of those Webinars you wish to attend on your calendar, and log in at the scheduled time. There is no need to advise us which ones you plan to attend. If you are an NCEO member no notice of cancellation is required. Live Webinars are a NCEO membership benefit and are free; therefore, refunds are not applicable. If you are not an NCEO member and have paid to attend, a full refund will be issued, less a $35 administrative fee, if the request is received by the close of business on 24 business hours prior to the broadcast. Cancellations made after that date will be eligible for credit toward another program, minus a $35 administrative fee. If you do not attend and do not cancel, no refund will be issued.