Whether your ESOP is in its early stages or well-established, this session will explore key accounting strategies to help maximize the value of your plan. Attendees will gain a practical understanding of ESOP accounting fundamentals, the rhythm of the annual accounting and valuation cycle, and what to expect during the annual ESOP valuation review – equipping you with the insights needed to manage your ESOP with confidence.

Learning Objectives:

1) Understand foundational accounting principles applicable to both new and established ESOPs.

2) Gain insight into the annual ESOP accounting and valuation cycle, including key tasks and timelines.

3) Learn how the annual ESOP valuation review process works and its impact on financial reporting and plan administration.