Introduction to Employee Ownership 1 Credit
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Are you prepared for the "Silver Tsunami"? In the United States, we are currently witnessing a demographic phenomenon known as the "Silver Tsunami," where a wave of baby boomer business owners is nearing retirement. This presents unique challenges, especially for small business owners who may not have interested family members to pass the business on to or those whose revenue isn't attractive to private equity buyers. If you're an exit planner, Certified Public Accountant (CPA), Certified Exit Planning Advisor (CEPA), or a stakeholder interested in small business ownership transitions, this webinar will provide you with a high-level overview of this critical issue.
As a small business advisor or service provider, expanding your knowledge and skill set is essential to offer your clients effective exit and succession planning strategies. Employee ownership is emerging as a viable option, offering an innovative solution for small business owners. In this CPE Finance webinar, we aim to inspire and activate exit planners, business advisors, and service providers. By promoting employee ownership, we can meet the growing demand for this approach and equip exit professionals with the tools to facilitate it.
The primary objective of this online course is to empower advisors to identify, educate, and refer small business clients to the most suitable employee ownership structure. This includes Employee Stock Ownership Plans (ESOPs), worker cooperatives, and Employee Ownership Trusts (EOTs). We'll also explore the numerous advantages of employee ownership, such as enhanced employee recruitment, retention, and engagement, which contribute to the preservation of quality jobs and the cultivation of an ownership culture.
Major Topics:
Join us for this CPE course, and gain insights that can lead to stronger companies, accelerated growth, and increased profits. It will ensure that you stay ahead in your field while fostering greater employee ownership awareness and boosting your practice's revenue and client retention.
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Strategic management considerations for SHRM Professionals (Approval No. 26-KXY95) (Valid upto : Dec 31, 2026) | 1 PDC | Approved |
| HR Business for Human Resource Certification Institute (HRCI) (Approval No. 687256) (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 |
| Financial Planning 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 |
| Financial Planning 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 |
| Financial Planning for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Employee Benefit Planning for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Financial Planning for CIPM | 1 PL | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Strategic management considerations for SHRM Professionals (Approval No. 26-KXY95) (Valid upto : Dec 31, 2026) | 1 PDC | Approved |
| HR Business for Human Resource Certification Institute (HRCI) (Approval No. 687256) (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 |
| Financial Planning 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 |
| Financial Planning 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 |
| Financial Planning for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Employee Benefit Planning for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Financial Planning for CIPM | 1 PL | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Strategic management considerations for SHRM Professionals (Approval No. 26-KXY95) (Valid upto : Dec 31, 2026) | 1 PDC | Approved |
| HR Business for Human Resource Certification Institute (HRCI) (Approval No. 687256) (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 |
| Financial Planning 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 |
| Financial Planning 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 |
| Financial Planning for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Employee Benefit Planning for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Financial Planning for CIPM | 1 PL | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Strategic management considerations for SHRM Professionals (Approval No. 24-ZJ69C) (Valid upto : Dec 31, 2024) | 1 PDC | Approved |
| HR Business for Human Resource Certification Institute (HRCI) (Approval No. 652675) (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 |
| Financial Planning 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 |
| Financial Planning for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Financial Planning for CIPM | 1 PL | Eligible |
| Employee Benefit Planning for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
Credit
Course Level
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.
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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.
LD
One the the best my-cpe webinars I have ever taken. She didn't rely exclusively on her slides and spoke in a conversational tone rather than boring lecture mode. I found the topic very interest and eye-opening. She did an excellent job explaining the three methods of employee ownership---how the methods were similar and how they were different.
BR
I loved this instructor, she kept the goals of both the viewer and the potential client in mind. She gave an excellent and easy to follow summary of the different types of employee ownership and made me curious to learn more.
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