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Discussion of the lessons all ESOP-owned companies, fiduciaries, and advisors should be focusing on in 2021.

Discuss recent focus areas by the DOL and plaintiffs’ firms in ESOP related litigation. 

Learn  an overview of LTIP plans, including why and how they are used at ESOP-owned businesses.

The Entrepreneurial Operating System (EOS) and No-Entitlement Incentive Plan best practices

Valuation Is Essential To The Employee Ownership Process

Review the market approach to valuations and discuss each method’s strengths and weaknesses.

When considering ESOP sustainability, it is essential that you work closely with your partner advisors. This session will allow attendees to discuss their current concerns with experts in the field of Valuation and Repurchase Obligation Analysis.

Join other NCEO members for guided small group conversations.

KSM’s Andy Manchir and Barnes & Thornburg’s Michael Nader will discuss the latest developments in ESOP valuations and the proposed regulations surrounding "Adequate Consideration" set forth by the Department of Labor (DOL).

Best Practices for RMD Management: Discover best practices for managing RMDs within Employee Ownership plans, including practical tips and tools to streamline the process and enhance client satisfaction.