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This session will discuss important accounting tactics to make the most of your plan.

This session will explore different approaches to drawing those lines by focusing on three areas where the confusion can be costly: succession planning, acquisition strategies, and tools to respond to acquisition offers.

Boards can be essential both in managing the risks and realizing the potential of employee ownership, but to do that, directors need to know what is different about ESOP companies. Learn more in today's webinar.

Increasingly, sellers of stock and others who customarily have not been named as defendants alongside ESOP Trustees are being sued in lawsuits relating to ESOPs. Join us for a webinar reviewing this trend and a discussion of how to protect against and defend such lawsuits.

Join us for a webinar reviewing this recent ESOP litigation trend and exploring how sellers of employee-owned companies and other participants in ESOP transactions can best protect themselves from litigation.  

Across regions and industry segments, the workforce is incredibly diverse—and many times each requires different levels of support as well as diverse methods of communication and education. Being well-versed in participants’ needs and challenges before coordinating any equity plan education sessions is key.

ESOP Companies have various option available to them which can help create a more sustainable ESOP.

Join us for a highly interactive session that combines insightful discussions, real-world case studies, and practical exercises. Through engaging activities and collaborative conversations, you will expand your understanding of the pivotal role belonging plays in an ESOP culture and leave with a toolkit of strategies ready for immediate implementation.

This webinar looks at what makes an effective board. Should there be outside directors? What should their qualifications and compensation be? Should there be non-management employees on the board? Should board members be fiduciaries? Should plan advisors be on the board? What should board duties be and what makes boards most productive?