The ESOP Solution for Private Companies

Wednesday, July 16, 2008

An introduction to Employee Stock Ownership Plans (ESOPs), a powerful type of employee ownership program that allows a business owner to sell stock to the employees on terms that are downright unbeatable.

Corporate Governance
in an Employee Ownership Environment

Wednesday, August 13, 2008

This session will examine the roles and responsibilities in governing an employee ownership company. Learn which roles have fiduciary responsibilities and which don't, how to manage conflicting roles, how to get the most out of employee ownership without taking on personal risk, and other important issues related to corporate governance.

Equity Compensation Plans for
Private Companies

Wednesday, September 17, 2008

This session offers an overview of the most common forms of equity compensation including stock options, stock purchase programs, restricted stock and more. You'll learn how to use these tools effectively and also hear about practical strategies for today's economy.

409A: What does it mean for me?

Learn the ins and outs of the new deferred compensation rules as outlined in the Internal Revenue Code Section 409A, along with the impact it will have on your business practices.

Find out what significant changes to common practices are required by 409A; what requirements exist for any design changes or amendments to existing programs; and learn more about some of the special considerations for employee ownership programs.

Basic ESOP Administration

Designed for the in-house person responsible for administration of an ESOP, this seminar covers the steps necessary to properly administer the plan; the roles and responsibilities of all the parties involved; the timing and legal requirements that must be met; and common pitfalls and current approaches to resolving them.

Corporate Governance in an Employee Ownership Environment

This session will examine the roles and responsibilities in governing an employee ownership company. Learn about which roles have fiduciary responsibilities, which roles are non-fiduciary management roles, how to manage conflicting roles, how to get the most out of employee ownership without risking your personal wealth to do so, and other important issues related to corporate governance.

Critical Issues in Establishing Employee Ownership

Before establishing an employee ownership program, it is important to give careful thought to a number of critical issues that might impact the effectiveness of the program. What do you really want to accomplish?  What is the best program to help you do that? This online session, designed for owners preparing to share equity with their employees, will tackle some of these critical questions that owners must address prior to establishing an employee ownership plan.

The ESOP Solution for Private Companies

Find out about Employee Stock Ownership Plans (ESOPs), a powerful type of equity compensation program that provides owner liquidity on terms that are downright unbeatable, and at the same time gives employees a stake in the company.

Equity Compensation Plans for Private Companies

This session will give an overview of the various forms of equity-based compensation including stock options, stock purchase programs, and restricted stock awards. You'll learn how to use these tools effectively and also hear about practical strategies for today's economy.

Repurchase Planning & Cash Management

Nothing is more critical in a closely held employee ownership company than its ability to repurchase shares from employees as their distributions become due. Learn more about plan design and operational factors that affect repurchase obligations along with some best practices.

Valuing a Privately Held Company

If you are interested in gaining a greater understanding of your company's worth, then you won't want to miss this seminar. You will learn how fair market value is accurately determined from one of the nation's leading experts in private company valuation.