Events and Meetings

Chapter: Heart of America

CEO, CFO, HR and ESOP Communications roundtables. The goal of the virtual roundtable is to give ESOP Companies the opportunity to share ideas on strategies and tactics for best dealing with current issues being faced during the COVID-19 crisis along with any other topics the group wants to discuss.

Chapter: Southwest

Exclusively for ESOP Company CEOs, COOs, and top ESOP company executives. The goal of the virtual roundtable is to give ESOP Companies the opportunity to share ideas on strategies and tactics for best dealing with current issues being faced during the COVID-19 crisis along with any other topics the group wants to discuss. Please come with a few issues, concerns or questions you would like the group to discuss.

This session will dive into the economic and financial impacts of the Covid-19 pandemic on a Company's valuation. Certain unique factors are considered including; non-recurring revenue and expenses and the impact of special government assistance such as PPP loans

This webinar qualifies for the following educational credits: 1 CPE in Specialized Knowledge-Technical, and 1 SHRM PDC.

Chapter: Minnesota & Dakotas

CEO, CFO, HR and ESOP Communications roundtables. The goal of the virtual roundtable is to give ESOP Companies the opportunity to share ideas on strategies and tactics for best dealing with current issues being faced during the COVID-19 crisis along with any other topics the group wants to discuss.

The purpose of an interim valuation is to use a more timely value for the contemplated ESOP stock event, such as a participant distribution. With the 2020 Pandemic, this becomes more of a concern. In this session, participants will explore if an interim valuation is necessary or allowable, and who makes the decision to conduct and approve an interim valuation. The speakers will discuss what is involved in the decision process and how to communicate this new value to the ESOP participants.

This webinar qualifies for the following educational credits: 1 CPE in Specialized Knowledge-Technical, and 1 SHRM PDC.

Chapter: Ohio & Kentucky

CEO, CFO, and HR roundtables. The goal of the virtual roundtable is to give ESOP Companies the opportunity to share ideas on strategies and tactics for best dealing with current issues being faced during the COVID-19 crisis along with any other topics the group wants to discuss.

Chapter: Wisconsin

CEO, CFO, and HR roundtables. The goal of the virtual roundtable is to give ESOP Companies the opportunity to share ideas on strategies and tactics for best dealing with current issues being faced during the COVID-19 crisis along with any other topics the group wants to discuss.

Chapter: New England

Exclusively for ESOP Company Communication Committee Members and those involved in communication and culture. The goal of the virtual roundtable is to give ESOP Companies the opportunity to share ideas on strategies and tactics for best dealing with current issues being faced during the COVID-19 crisis along with any other topics the group wants to discuss. Please come with a few issues, concerns or questions you would like the group to discuss.

For some, the pandemic has created an opportunity to expand the business by purchasing another company. This session will explore where the opportunities may lie and the process your ESOP company should follow when exploring a purchase.

This webinar qualifies for the following educational credits: 1 CPE in Specialized Knowledge-Technical, and 1 SHRM PDC.

Chapter: Mid-Atlantic

Mid-Atlantic Chapter Summer Virtual "Breakfast" Meeting will provide ESOP Company members an opportunity to participate in a conversation around today's hot topics including PPP and MSLP, ESOP litigation, 2017 IRS audits, ESOP formation & deals, Interim Valuations and Workplace Resiliency.