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Comprehensive training designed to meet professional needs.
Fulfill compliance requirements while acquiring valuable skills.
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Sample Certificate
What You’ll learn
Is your business transition strategy future-ready? Understanding employee ownership models is crucial for business owners, advisors, and financial professionals. This certification dives into ESOPs, worker cooperatives, and trusts, equipping you with the expertise to guide ownership transitions, assess financial readiness, and navigate legal complexities. Master the financial, legal, and operational aspects of employee ownership today!
Best practices for ESOP implementation and sustainability.
Estate planning & private equity-funded ESOPs.
Recommended For:
CPAs, CFAs, financial advisors seeking advanced expertise in ESOPs, worker cooperatives, and employee ownership trusts to enhance their financial, tax, and succession planning skills beyond foundational levels.
Business owners, financial consultants, legal advisors, and corporate decision-makers aiming to implement employee ownership structures, assess financial readiness, and navigate regulatory frameworks effectively.
Individuals interested in business succession planning and alternative ownership models who want to develop a strong understanding of ESOP transactions, estate planning, and private equity-funded ownership transitions.
Why take the Employee Ownership & ESOP Specialist Certification (EOESC) with MYCPE ONE?
Finance for
Delaware Licensed Public Accountant (DE-LPA)
1 CPE
Eligible
Finance for
Iowa Licensed Public Accountant (IA-LPA)
1 CPE
Eligible
Finance for
Maine Licensed Public Accountant (ME-LPA)
1 CPE
Eligible
License details
Credits
Status
Finance for
Certified Public Accountants (CPA-US)
1 CPE
Approved
Finance for
Delaware Licensed Public Accountant (DE-LPA)
1 CPE
Eligible
Finance for
Iowa Licensed Public Accountant (IA-LPA)
1 CPE
Eligible
Finance for
Maine Licensed Public Accountant (ME-LPA)
1 CPE
Eligible
On Demand (video)
Analyze differences between SALE-TO-ESOP and private equity transactions.
Review flow of funds in outside funded SALE-TO-ESOP transactions.
Explain key distinctions in SALE-TO-ESOP versus private equity sales.
Disclaimer : Before attending any course, please verify that the credit details align with your qualification requirements. This certificate is designed to help you acquire new skills and knowledge, which may or may not fulfill specific compliance criteria. While we have made every effort to ensure our courses adhere to compliance standards, we recommend reviewing the details to confirm applicability for your needs.
Instructors
Alison Lingane
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.
Brandt Brereton is a Co-Founder and Managing Director of Brereton, Hanley and Company. Working in the capital markets since 1987, he has more than two decades of experience in providing strategic and financial advice to owners of closely held private and public companies and in negotiating their divestitures to Fortune 500 buyers. Mr. Brereton’s financial advisory experience spans many industries from Agriculture, Food and Beverages to Construction, Tax Consulting, Financial Services and Facilities Services.
Prior to founding Brereton, Hanley and Company, Mr. Brereton managed and grew a family-owned distribution business for two years, gaining valuable experience and empathy with his clients
Previously, he had been with the investment banks of Kidder, Peabody & Co., Inc. and Bateman
Eichler-Hill Richards, Inc, respectively providing corporate finance and asset management services to clients.
Mr. Brereton holds a B.A. in Finance from San Jose State University and is currently attending Harvard’s Business School Executive Education Program. He is an NASD and SEC registered securities principal and a licensed California Real Estate Broker.
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.
Mark Lobb is a Partner and Co-Founder at Lobb & Plewe, which provides legal services for businesses, their owners and their families. Mark serves on several non-profit boards of directors and is currently the President of a non-profit hospice. He has published many articles and provided webinars, podcasts and continuing education lectures on estate planning, asset protection, taxation and succession planning to professional groups and organizations.
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.
Managing Director, Menke & Associates - The premier ESOP provider
Prior to joining Menke & Associates 15 years ago, Mr. DeDominicis spent three years as Director of Investment Banking for the Mergers & Acquisitions Group of Citigroup in New York, focusing on change of control advisory assignments to middle-market companies. Prior to that, Mr. DeDominicis spent ten years as Director of Investment Banking for the Mergers, Acquisitions & Private Finance Group of Morgan Stanley. Mr. DeDominicis received his degree in Chemical Engineering from the University of Delaware in 1985, and his MBA degree in Finance and Accounting from the Anderson Graduate School of Management at UCLA in 1989.
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The Course Was a Game Changer!
“I always struggled with understanding the complexities of employee ownership models, but this course broke everything down in a way that finally made sense. The financial analysis and ESOP implementation strategies were exactly what I needed for my role. Now, I feel more confident guiding clients through ownership transitions! 💡”
James Turner, CPA
Financial Analyst
Love the Learning Experience!
“The way this course covered ESOPs, worker cooperatives, and trusts was incredibly practical. As an HR professional, I now understand how employee ownership impacts workplace culture and long-term business success. It's definitely been an eye-opener! 👏”
Rebecca Collins, SHRM-CP
HR Coordinator
MYCPE ONE Makes Learning Easy!
“I love how MYCPE ONE brings structured and engaging courses all in one place. The flexibility to learn at my own pace, the well-organized modules, and the real-world examples made this an enjoyable learning experience. Can’t wait to take my next certification with them! 🚀”
This certification provides an in-depth exploration of employee ownership models, including ESOPs, worker cooperatives, and employee ownership trusts. It covers key areas such as financial readiness assessments, tax and legal considerations, estate planning for business owners, and private equity-funded ESOP transactions. Additionally, the course delves into implementation strategies, regulatory compliance, and ongoing support for employee ownership structures. By the end, you’ll have a strong foundation in structuring and advising on successful ownership transitions.
This certification will help you understand, implement, and advise on employee ownership strategies, making you a valuable resource for business owners, financial professionals, and HR specialists. You’ll gain expertise in financial analysis, tax planning, and legal compliance related to ESOPs and other ownership models. This knowledge will enable you to assist businesses in structuring sustainable employee ownership plans, navigate regulatory requirements, and optimize financial outcomes. Whether you're advising clients or involved in business succession planning, this certification equips you with essential skills to support ownership transitions and long-term financial success.
Certificate course is created by a qualified and experienced instructor(s). myCPE Certificate Courses includes Self-study Courses. Most of the courses are in the form of On-demand Videos. The Self-study Video courses in Certificate courses may be Live recorded presentations converted into Self Study (On-Demand Videos).
You can take your time and attend the course at your own pace. You can take exam unlimited time. So, don’t worry, if you are not able to pass an exam. You will be getting a chance to attend the exam again.
After completion of each course of this Certification Programs, you will be able to download a certificate with the course title and number of hours. Certificates, as well as your study records, are stored for life and you can access them anytime. Certificates are valid proof for your continuing education credits and you can also add it as an additional designation.
Once you register you will have complete access to all the courses of this Certification Programs. The self-study format allows you to access the material online 24x7 and study at your own pace.
As per NASBA guidelines, you have one year from date of purchase of your certificate to complete each program. After completion of each course, you can attend final exam any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.
Course have minimum passing score of 70% in the final exam and you can take multiple attempts of the said exam.
Our video player tracks & stores the watch time and will show you in the progress bar. But you make sure that you don’t fast forward or manually try to move the progress bar. If you have fast forwarded the video or tried to manually move the progress bar of the video. System wouldn’t capture your watch time. So please, let the video go on its own. However, being on-demand video you can pause and play and whenever you want and you can watch it in pieces. It will pick up from where you left off. So, for a self study courses you will have to
1. Complete the entire video 100%.
2. Answer all the review questions correctly. The review questions are at the bottom of the same page where you are viewing the course video.
3. Once you have watched the whole video and answered all the review questions, the Final Quiz will open up. You need to score more than 70%
in the Final Quiz to avail your CPE credit. Multiple attempts are allowed for submitting Review and Final Quiz questions.
4. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from the ‘My Certificates’ section. Kindly ensure you have allowed Multiple File download from your web browser to download all certificates.
5. You can download individual certificate from your "Account" as well as from this page once you complete a particular courses. Also, you can download "Consolidated Certificate" from the package page or from your account.
A Self-study course is a recorded video (If it’s a recording of a live course you may see polling questions appearing on the screen. You do not need to answer the polling questions and just let the video play). Do not fast forward. If you fast forward, we may not be able to capture your watch time and you may be required to watch it multiple times. In order to avail your credits for the self-study course, you need to answer the review questions correctly and complete the entire video. Once you have done that, the Final Quiz will open up in which you need to score a minimum 70% to qualify for the credit. You can attempt multiple times for answering the review questions and Final quiz questions. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from ‘My Certificates’ section.
If neither of the above cases works, please drop an email to support@my-cpe.com or contact our support team through live chat support.
The evaluation form will be sent to attendees in the next 24 hours after passing the final quiz with at least 70% marks. Kindly note that the evaluation form will only be available to attendees who remained logged in till the end of the course and answered all the polling questions.
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