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Handling the ESOP Repurchase Obligation

Prerecorded Webinar

ESOP repurchase obligations can be handled smoothly or they can create major crises. This program explores the various ways to assess the size of your obligation and manage it efficiently, including various funding options and plan structures, whether to recycle shares to the ESOP or retire them, and affect the impact of repurchase on valuation.

Program

	Session 1
	Legal Issues Brian Hector, Morgan Lewis & Bockius LLP
	Session 2
	Planning for the Repurchase Obligation Judith Kornfeld, ESOP Economics, Inc.
	Session 3
	How the Repurchase Obligation Affects Valuation Jim Ahern, Comstock Valuation Advisors, Inc.

Webinar Format

NCEO Webinar replays are the recorded version of our live Webinars, using PowerPoint presentations broadcast over the internet. You will receive a link to replay the webinar whenever and as often as you wish. For a list of our other Webinar replays, see our meeting list.

Fee Information

$50 for NCEO members, $75 for nonmembers. Your registration gives you access to unlimited replays while this version of the seminar is online. If you are not an NCEO member but join now ($90 for 1 year), you will receive the member rate.

How to Purchase

• Purchase online using our order form (recommended), or
• Telephone us at 510-208-1300 with your credit card in hand.

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