Register Now for the 2019 Fall ESOP Forum (Salt Lake City, Sept. 17–18)

Are you an NCEO member? Learn more or sign up now.

Home » Webinars »

LIVE WEBINAR

(Group-Internet Based)

Communicating Financials and Valuation to Your Participants

June 11, 2019 (9:30 am-10:30 am Pacific)

About This Meeting

Research consistently shows that ESOP companies outperform the competition, but only when the incentive and reward of the ESOP is communicated clearly and employee owners can see and act on opportunities to drive improved company performance. This session will provide different ideas on how to effectively communicate financial information; what to share, how, and what ongoing support is needed. Several methods from different companies are provided so you can identify what may be best for your firm.

You will learn:

Add This Webinar to Your Calendar

If you use a Microsoft Outlook calendar or another calendar that can import iCalendar events, click the button below to add this Webinar to your calendar.

Add to Calendar

Presenter

Lindsay Baublitz

presenter photologo

SC&H Capital

Lindsay is an accredited senior appraiser (ASA) at SC&H Capital and specializes in providing business valuations for ESOP transactions, annual ESOP updates, financial reporting, and estate and gift purposes. She also provides sell-side M&A advisory services. In addition to her role at SC&H, Lindsay is the owner of an e-commerce business that specializes in home décor products. She has first-hand experience with all aspects of running a small business, providing a unique perspective that translates to her business valuation career. Lindsay is a professional member of the ESOP Association and a member of the NCEO.

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 Andrea Johnson at 510-208-1309 or ajohnson@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 Andrea Johnson 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.