Beyond ESOP - Employee Ownership 101 1 Credit
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In the U.S., we are entering a demographic phase that's been coined the "Silver Tsunami," representing the great wave of baby boomer business owner retirements.
However, from your small business client's perspective, selling their business may be very difficult, due to disinterested family members or not generating large enough revenue to attract a private equity buyer. Consequently, only 20% of small businesses put up for sale find a buyer. As a small business advisor or service provider, becoming more knowledgeable about employee ownership as a viable exit and succession planning strategy is a useful tool to add to your service portfolio.
But it isn’t just your retiring business owners who can find value in employee ownership. Employee engagement and retention – which every business owner knows has a direct line to profitability and growth – can be greatly strengthened by building an ownership culture, brought to life most effectively when there is some amount of true ownership, even if only a partial stake in the business.
Key topics covered:
We hope that this CPE Finance webinar will inspire and activate business advisors and service providers to build demand for employee ownership, while simultaneously increasing the "supply" of advisors who can execute one or more pieces of the employee ownership service needs.
In addition, in this course, we'll touch on the many benefits of employee ownership including improved employee recruitment, retention, engagement, preserving quality jobs, and building an ownership culture. These benefits result in stronger companies, faster growth, and higher profits.
Project Equity's Thought Leadership learning products offer convenient CPE opportunities for small business advisors and a framework for increased employee ownership awareness, practice revenue, and client retention.
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Business Acumen for SHRM Professionals (Approval No. 26-UANQP) (Valid upto : Dec 31, 2026) | 1 PDC | Approved |
| HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 688258) (Valid upto : Nov 30, 2025) | 1 RCH | Approved |
| Finance for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Finance for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Financial Planning for Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Finance for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Finance for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Finance for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Finance for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Finance for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Finance for CIPM | 1 PL | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Business Acumen for SHRM Professionals (Approval No. 26-UANQP) (Valid upto : Dec 31, 2026) | 1 PDC | Approved |
| HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 688258) (Valid upto : Nov 30, 2025) | 1 RCH | Approved |
| Finance for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Finance for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Financial Planning for Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Finance for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Finance for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Finance for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Finance for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Finance for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Finance for CIPM | 1 PL | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Business Acumen for SHRM Professionals (Approval No. 26-UANQP) (Valid upto : Dec 31, 2026) | 1 PDC | Approved |
| HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 688258) (Valid upto : Nov 30, 2025) | 1 RCH | Approved |
| Finance for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Finance for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Financial Planning for Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Finance for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Finance for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Finance for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Finance for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Finance for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Finance for CIPM | 1 PL | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Business Acumen for SHRM Professionals (Approval No. 24-TP3AN) (Valid upto : Dec 31, 2024) | 1 PDC | Approved |
| HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 649458) (Valid upto : Nov 30, 2024) | 1 RCH | Approved |
| Finance for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Finance for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Financial Planning for Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Employee Benefit Planning for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Employee Benefit Planning for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Finance for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Employee Benefit Planning for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Employee Benefit Planning for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Finance for CIPM | 1 PL | Eligible |
Credit
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Instructional Method
Pre-requisites
Advance Preparation
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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.
Stacey has spent most of her career helping businesses examine their impact and aligning it with their values. She started as a CPA with Arthur Andersen, then moved into strategy and organizational development. Seeking to devote her financial expertise to social and environmental issues, she was an early mover in the field of sustainability and corporate responsibility in the US. She joined Business for Social Responsibility in 2001 to build their business consulting practice and spent the next decade guiding Fortune 500 companies to address their negative impacts. Recently, Stacey began consulting to nonprofits and foundations to strengthen their strategy, management, and governance practices. Through her work with the Public Equity Group and her own independent practice, she explored the structural barriers to wealth and other drivers of generational poverty.
At Project Equity she is helping grow our team of professionals to accelerate the adoption of employee ownership as a key to building wealth and high-quality careers in communities. In addition to having been a licensed CPA, Stacey has a degree in Business Administration from the University of Vermont and has done coursework in International Business Studies at the University of Copenhagen. When she is not working, you can find her hiking the Bay Area hills, indulging in the restaurant scene, and playing with her family.
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To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
WR
The information provided was very helpful and deepened my understanding of the benefits of employee ownership, I believe this webinar was an excellent complement to the EO 101: Nuts and Bolts presentation from the EO Summit. It was valuable to my role that the presenters also included information on potential marketing messages and key points that can frame the benefits of employee ownership when working directly with business owners and employees. Excellent presentation, Thank you!
This topic can sometimes be hard to understand, which is the nature of the subject matter. However, these presenters were fabulous in their teaching/presentation methods. thanks so much.
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