About the Webinar

In many companies, the valuation process is a black box—failure to understand valuation blocks the line of sight between employees' day-to-day activity and the value of their ESOP accounts. In order to tap the power of their ESOPs, companies need people to have a basic understanding of how valuation works and what aspects of the value employees can affect. We will talk about tools and techniques to communicate effectively about valuation in your own company, including actual examples of ways that some companies communicate about valuation to your workforce. This session is appropriate for people who will be doing their company's internal valuation communication.

You will learn:

  • How stock price can be best communicated to employees
  • What other companies do to help employees understand stock prices
Presenter(s)

TJ has a diverse background including technical and project management skills from the banking and mortgage industries. He applies his financial, regulatory, and audit experience to assess businesses and conduct valuations, contributing to equity transactions and annual ESOP valuation reports. TJ holds the CVA (certified valuation analyst) designation from the National Association of Certified Valuators and Analysts.

Accounting, budgeting, and financial planning experience and his tenure as a controller provide Alex with a strong financial foundation.  With his educational background and mortgage industry experience he understands heavily regulated and process driven environments.  Since joining ESI in 2016, Alex has assessed businesses focusing on annual ESOP valuations and equity transactions.  He regularly participates in industry trade shows and educational seminars.

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