Gain Insight into Employee Ownership Transition Models.
Build Expertise in Employee Ownership Insights
Continuing Education approved courses for Multiple Qualifications
On-Demand Courses
Individual Certificates for each Module
Courses authored by Subject Matter Experts
Shareable Certificate on LinkedIn
What role will you play in the “Silver Tsunami” of business ownership transitions? Gain the skills to advise small business owners on employee ownership options, including ESOPs, worker cooperatives, and EOTs. This course equips financial and legal professionals with strategies to optimize business successions and unlock tax, financial, and governance benefits of employee ownership.
Employee ownership models, including ESOPs, cooperatives, and trusts.
Tax and legal benefits associated with employee ownership structures.
Governance and administration intricacies within ESOP frameworks.
Financing options for implementing employee ownership transitions.
CPAs, CFAs, and financial advisors seeking advanced knowledge in employee ownership models, ESOPs, and business succession planning, beyond the basics of ownership structures.
Professionals involved in business transitions, legal advisory, or corporate finance aiming to deepen their understanding of ESOP implementation and ownership governance.
Individuals interested in employee ownership models, looking to explore comprehensive strategies for business succession and effective ownership management.
Handout PDFs for every ModuleGlossary/Key Terms for every ModuleQ&A directly with instructors.Employee Ownership ConsultantESOP Transaction AdvisorFinancial Analyst for Employee-Owned CompaniesESOP Compliance OfficerBusiness Transition SpecialistCorporate Governance ManagerExpertise in Employee Ownership ModelsAdvanced Tax Planning for Ownership StructuresStrategic Business Succession PlanningFinancial Analysis for Ownership ConversionsGovernance Design for Employee-Owned EntitiesEffective Communication of Ownership Benefits to ClientsModule Name
Duration
1 Hour
Co-Founder , Project Equity
1 Hour
Senior Product Manager , Project Equity
Vice President (VP) , Project Equity
1 Hour
Senior Product Manager , Project Equity
Senior Client Services Manager , Project Equity
1 Hour
Senior Product Manager , Project Equity
Managing Director , BMO
1 Hour
Senior Product Manager , Project Equity
Financial Advisor , Edward Jones
Owner & Managing Director , Ensemble Consulting LLC
1 Hour
Senior Product Manager , Project Equity
Partner , Gundzik Gundzik Heeger LLP
Counsel , Faegre Drinker
1 Hour
Director , Project Equity
Senior Product Manager , Project Equity
Co-Founder, Project Equity
Alison Lingane has dedicated her career to enabling businesses to be a force for good. She started her career in community-based work, designing and leading micro-enterprise programs for urban youth. Inspired to gain skills to bring programs to scale that create real impact, she got her MBA and co-founded what is now the Global Social Venture Competition, the largest international business plan competition for double or triple-bottom-line businesses.
Prior to launching Project Equity, Alison held executive roles at mission-driven businesses that are designed to have a human impact at scale, including Benetech (where she built and launched their first product, a digital book service for individuals with visual or reading disabilities), Great Schools (the 6th largest parenting website, a nonprofit using information to drive school improvement), and InsideTrack (a venture-backed scaled services company that has delivered 1:1 coaching to millions of college students, resulting in increased college completion rates). She brings those scaling lessons back full circle to her work at Project Equity, turning businesses into community change agents through employee ownership.
A serial ‘social entrepreneur,’ Alison co-founded a thriving PreK-8th grade dual immersion school in Oakland (Escuela Bilingüe Internacional) that serves over 360 students. Alison has her B.A. from Harvard University and her MBA from the Haas School of Business. She has been selected as 2014 Echoing Green Fellow, a 2017-18 Aspen Institute Job Quality Fellow, a 2019 Ashoka Fellow, and a 2022-23 Rutgers Executive Fellow. She is also a recipient of the 2022 Heinz Award for the Economy.
Director, Project Equity
I am a business leader who specializes in the areas of partnership development and social entrepreneurship. I support mission-driven businesses to think creatively and strategically about how to sustain themselves by establishing clear goals and developing projects that make a difference.
Senior Product Manager, Project Equity
I am the Senior Learning Product Manager at Project Equity, a nationwide non-profit organization that helps retiring owners sell their businesses to their employees. With over 20 years of experience in learning and development (L&D), content creation, and product management, I lead the service provider adoption team to educate and engage business service providers on the advantages of employee ownership exits.
My core competencies include agile L&D product development, content, curriculum, and certification management, executive SME recruitment, scaled operational efficiencies, and P&L/budget management. I am passionate about creating impactful and scalable learning solutions that empower employees, enhance organizational performance, and advance missional causes.
⭐️⭐️⭐️⭐️⭐️ myCPE has been a game changer for me! The range of courses they offer is impressive, and I always feel like I’m learning from the best in the field. It’s my go-to platform for staying updated and sharpening my skills.
The employee ownership course was a turning point for my career! 💼 It covered everything from ESOP tax benefits to structuring ownership transitions. I now feel confident guiding my clients through complex succession plans.
I wasn’t sure what to expect, but this course blew me away! Not only did I learn the ins and outs of employee ownership, but the practical examples helped me apply the knowledge directly to my clients. It’s honestly the best investment I’ve made in my professional development so far. The instructors were super engaging too! 😄
Certificate awarded upon the successful completion of the myCPE Advanced Certification Program is proof that user has successfully undergone the training and passed the quiz. This certificate marks completion of the said courses and learning activities and completion of the review quiz to earn continuing educational credits for specific qualification mentioned. This advance certificate program is not approved by any educational institution, training institute or regulatory body.
The Employee Ownership & ESOP Specialist Certification (EOESC) course dives into various employee ownership models, including ESOPs, worker cooperatives, and Employee Ownership Trusts (EOTs). You'll explore essential topics like the tax and legal benefits of employee ownership, succession planning, and governance. The course also covers the complexities of financing for ownership conversions and provides strategies for ongoing support. By the end, you'll have a well-rounded understanding of how to implement and manage these ownership structures effectively.
The Employee Ownership & ESOP Specialist Certification (EOESC) course equips you with the skills to guide businesses through ownership transitions confidently. You'll learn how to assess tax advantages, legal considerations, and financing options, enabling you to provide informed recommendations for clients. With this expertise, you'll be well-positioned to help clients navigate succession planning and manage the governance and compliance aspects of employee ownership. These skills will make you a trusted advisor, supporting sustainable business ownership models and driving value for your clients.
