National & Regional Events and Meetings

This event is offered exclusively to Professional Members of The ESOP Association. Join us for discussions on 2020 Valuations and the impact from COVID-19, TEA’s request to the IRS on Plan issues, Legal & Regulatory updates and discuss on recent court cases, the next edition of the Washington Update and two invited guest speakers for the each day’s opening general session. It’s an event you won’t want to miss.

This event qualifies for the following educational credits: CPE, SHRM PDC, or a certificate of attendance.

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.

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.

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.

This session will explore how companies communicate changes in the ESOP share value and the "voice" that employee owners have in an ESOP company.

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

Many ESOP companies are facing a need for cash as they navigate the pandemic. The Federal government has responded with several lending programs to assist businesses during these times. Attend this webinar to learn about the the Paycheck Protection Program, the Main Street Lending Program, and other opportunities to address businesses' borrowing needs.

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.

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.