Course Library
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
In CFI’s “governance Issues & Materiality” course, you will explore key governance challenges such as board composition, enterprise risk management, ethics, and compliance, and their material impact o ...Delivery Method:
- QAS™ Self Study
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
People are the core of every organization—employees, customers, investors, suppliers, and communities all shape a company’s welfare. Today’s biggest challenges—labor strikes, talent shortages, supplie ...Delivery Method:
- QAS™ Self Study
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Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Integrating environmental sustainability into financial reporting has become paramount in today's rapidly evolving business landscape. This CPE course offers professionals a comprehensive understandin ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Integrating environmental sustainability into financial reporting has become paramount in today's rapidly evolving business landscape. This CPE course offers professionals a comprehensive understandin ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- WA
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
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Field of Study:
- Accounting
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
The session is focused on the proper accounting for employee owned companies and targets finance and accounting employees that are new to employee ownership. The session will include a discussion of l ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
ESOP Advantages with an M&A Strategy – Let's Make It Simple
15-Apr-2025 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This presentation will center around how to effectively take an ESOP-owned company and leverage the strengths of the ESOP structure to become a successful acquirer, either within the specific company' ...Program Level:
All Levels are WelcomeDelivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
Location:
- MO
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- MO
-
ESOP Best Practices: Understanding the Annual Valuation Process & Valuation Drivers
15-Apr-2025 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
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ESOP Board Best Practices on CEO Evaluation and Compensation Plans: Presented by the Private Directors Association
16-Apr-2025 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
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ESOP Board of Director Responsibilities in the Face of Economic Headwinds
26-Apr-2023 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- MO
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ESOP Companies and an Acquisition Strategy
26-Apr-2023 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- MO
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Companies that receive support from federal programs or rely on goods that may be subject to tariffs are operating in an environment of rapid change and significant uncertainty, all of which have spec ...Program Level:
AllDelivery Method:
- Group Internet Based
- Group Live
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ESOP Company Acquisition Strategy and the Role of the Board
16-Apr-2025 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
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ESOP Company Directors - Long Term Duty to Grow Shareholder Value
25-Apr-2022 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- WA
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ESOP Company Executive Compensation: Is It Different?
30-Apr-2024 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- FL
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- WA
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- WA
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
The presentation will provide an overview of the current credit markets as well as key underwriting considerations for both new and existing ESOPs. The discussion will provide insights and persp ...Program Level:
All Levels are WelcomeDelivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Holding companies are growing in popularity among ESOP companies looking to do diverse acquisitions. Learn more about how they work and whether they are right for you in a presentation b NCEO founder ...Program Level:
IntroDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- MO
-
ESOP Issues in the Board Room: Presented by the Private Director's Association
19-Sep-2024 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- IN
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
ESOP-owned companies, fiduciaries, and other interested parties face litigation risk from the U.S. Secretary of Labor and private plaintiffs. Join Allison Egan of Faegre Drinker Biddle & Reath LLP and ...Program Level:
AllDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
ESOP Mergers and Acquisitions – "Control What You Can Control"
16-Apr-2025 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Started with the perspective of employee benefits, Employee Stock Ownership Plans or ESOPs have been instrumental and productive for businesses serve many purposes such as motivating employees through ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Discover the future of employee ownership at the 2024 Fall Forum! Our revamped, interactive format promises to deliver unparalleled insights and tangible takeaways, departing from traditional breakout ...Program Level:
AllDelivery Method:
- Group Live
Location:
- IN
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
- Group Live
Location:
- MO
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Program Level:
AllDelivery Method:
- Group Live
Location:
- TX
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ESOP Repurchase Obligation Planning and Asset Management Solutions
25-Apr-2022 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- WA
-
ESOP Resiliency: Anticipating and Overcoming the Common ESOP Challenges
26-Sep-2022 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
- Group Live
Location:
- MO
-
ESOP Restructuring to Attract Outside Capital Investment
14-Feb-2023 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
An ESOP that is wholly-owned by an S corporation is a very tax efficient structure, but the S corporation is not an optimal vehicle to attract outside capital. The use of subsidiary LLCs created as pa ...Delivery Method:
- Group Internet Based
- Group Live
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ESOP Success Starts Here: Avoiding Commons Mistakes
10-Jun-2025 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
When managed well, ESOPs create meaningful benefits for employees, reward sellers, and strengthen a company’s financial position. However, certain missteps can lead to legal challenges, fiduciary risk ...Program Level:
AllDelivery Method:
- Group Internet Based
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ESOP Sustainability Case Studies: Using Repurchase Obligation Strategies to Align ESOP and Corporate Objectives to Ensure Long-Term Success
17-Apr-2025 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
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ESOP Transaction Loan Length: How Long is Too Long?
26-Apr-2023 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- MO
-
ESOP Valuation in Uncertain Economic Times
25-Apr-2023 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- MO
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- MO
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- WA
-
ESOP–ESOP Mergers – A Marriage Made in Heaven?
16-Apr-2025 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This session will review the estate planning opportunities that are available to business owners who are undergoing an ESOP transaction. These opportunities stem from Learning Objectives 1) the capita ...Program Level:
AllDelivery Method:
- Group Internet Based
- Group Live
-
ESOPs and International, Collectively-Bargained, and Leased Employees
16-Apr-2025 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
ESOPs and M&A: Exploring the Intersection, the Prudence, and Process for Unsolicited Offers
01-May-2024 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- FL
27241 Results