Events and Meetings

There are many individuals involved in an ESOP. This session will explore the roles and responsibilities of the Board of Directors, Management, Plan Administrator, Trustee, Valuator and Third Party Recordkeeper to the ESOP.

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

The ESOP valuation has unique characteristics not always found in other private company valuations. This session will explore those differences and what fiduciaries should be looking for as they review and consider the valuation conclusion.

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

This session will provide an overview of judicial decisions and agency guidance over the past year.

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

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.

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: New England

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.

Chapter: New England

Exclusively for CFOs, Vice Presidents of Finance, Treasurers, Directors of Accounting, Controllers and Assistant Controllers in ESOP Companies. 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.

More than ever, keeping your employees informed, engaged and connected during this time of social distancing and business disruption. Come and hear about company campaigns, ideas, networks and other creative solutions.

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

This session will review the typical valuation methodologies commonly used in an ESOP valuation analysis and explore the nuances of ESOP valuation not found in other types of private company valuations.

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

This session will explore the basics of ESOP account administration including allocating shares, understanding your leveraged ESOP and compliance rules to follow.

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