ESOPs and Worker Cooperatives 1 Credit
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In the looming "Silver Tsunami" of retirements among baby boomer business owners, a staggering reality emerges: half of all U.S. businesses are owned by those over 55, with many lacking a proper exit plan. This impending wave risks washing away millions of businesses and jobs. Yet, for small business owners unable to find suitable buyers or disinterested family successors, selling their business becomes a formidable challenge. As advisors, expanding your expertise to include employee ownership in exit planning is a valuable asset.
Designed for small business advisors and professionals navigating business succession, this CPE course equips you with the essential knowledge to champion employee ownership. By adding this strategy to your service portfolio, you empower small business owners to explore a sustainable exit plan. Aimed at inspiring and activating advisors, this module facilitates a comprehensive understanding of employee ownership, nurturing a robust network of professionals proficient in executing these strategies.
Key Topics:
This CPE Finance webinar is to enable advisors to identify, educate, and guide small business clients toward appropriate employee ownership forms, including the intricate Employee Stock Ownership Plans (ESOPs). By the end of this course, participants will confidently comprehend ESOP structures, grasp their significance, assess tax benefits, and delve into governance and administration aspects.
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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.
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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Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
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.
JD
Strong presentation
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Topic was new to me and was presented in an easy to understand way
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Dec 13, 01:00 PM ET
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Dec 16, 09:00 AM ET
-1687862709.webp "Healthcare in Retirement - Retirement University Workshop 1")
Dec 16, 10:00 AM ET
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