Professionals' Forum Summer Edition: This new two-day online event will help Professional Members develop solutions to the latest challenges facing the ESOP community. Hear guest speakers, earn educational credits, and fulfill your meetings requirement to maintain membership on TEA Advisory committees.

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The ESOP Association

All Upcoming Webinars

1:00 pm EDT Jul 14 - 16, 2020

Professionals' Forum Summer Edition

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.

1:30 pm EDT Jul 15, 2020

ESOP Valuation - The Impacts of COVID 19

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.

1:30 pm EDT Jul 21, 2020

COVID-19 Interim Valuation - Yes or No?

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.

1:30 pm EDT Jul 23, 2020

Pandemic 2020 Acquisitions & Mergers: Should You Buy?

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.

1:30 pm EDT Jul 28, 2020

How Do You Communicate Valuation to Employee Owners?

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.

1:30 pm EDT Aug 04, 2020

I'm Supposed To Do What As an ESOP Fiduciary?

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.

1:30 pm EDT Aug 11, 2020

ESOP Valuation Reports; What's a Fiduciary To Do?

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.

1:30 pm EDT Aug 18, 2020

Just in—Updates on ESOP Rules, Regs and Case Law

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.

1:30 pm EDT Aug 25, 2020

ESOP Communication Committee - What's the Plan?

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.

1:30 pm EDT Aug 27, 2020

ESOP Valuation and the Value of ESOP Shares

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.