We are continuing to offer a series of webinars that focus on a wide range of topics. To learn more click here.
Date: Wednesday, Feb 10th, 2021
Time: 10am-11am(EST)
Presented by: David Whaley, Thompson Hine; and Andrew Kulesza, Fifth Third Bank
In this first webinar for 2021, we bring in two experts to discuss a wide range of issues, including;
Early thoughts on the new administration's approach, and the legal and regulatory environment, for ESOPs; current legal/regulatory challenges, and navigating the new normal; PPP loan extension/expansion and status of the loan forgiveness process; what to expect in banking and financing for 2021; what we might be able to forecast now for the rest of the year, and more.
To learn more and register click here
Wednesday March 10, 2021
12 noon- 12:30 pm
Presented by Brian Bornino, GBQ
It's that time of year again - as you prepare for your annual valuation, what should you expect? What are the impacts of abnormal performance, whether good or bad? What if your company has not seen much difference in performance, will Covid still have an impact? How will a PPP loan (and any forgiveness) impact your number? What are the most appropriate (and least appropriate) valuation methods during these uncertain times? Should the COVID crisis create volatility in my ESOP valuation? This and more will be covered in our 30 minute virtual lunch n learn session.
To learn more and register click here.
Date: Wednesday, March 31, 2021
Time: 12 noon- 12:30 PM
Presented by: Pete Shuler, Crowe
In this 30-minute Virtual Lunch N Learn, we will be discussing the SECURE and CARES acts as they relate to ESOP and other retirement plans, and review and review new proposed statement disclosures. As always, we will answer any questions you have on ESOP Administration.
To learn more and register click here
The research is extensive, and increasingly without controversy - employee-ownership by itself will not increase employee satisfaction, motivation and performance, it must be combined with an ownership culture that generates value for the company, wealth for employees, and quality of life in our communities. We offer multiple programs throughout the year to help build and maintain an ownership culture.
Date: Wednesday, March 24th, 2021
Time: 12pm-1pm
Learn more and registration click here
Date: Thursday, May 6th, 2021
Time: TBA
Learn more and registration click here
We will continue to host a platform for C-suite members of employee owned companies to join peers for a frank and open ended discussion on the issues effecting your employee owned company. Our first two Roundtables will be held virtually and we plan to hold in-person Roundtables in the second half of the year.
Date: Tuesday, March 16th, 2021
Time: 5pm-6:30pm
To learn more and register click here
Date: Friday, May 7th, 2021
Time: TBA
To learn more click here
The impacts of Covid-19 are far reaching for all businesses, including those that are employee owned. As such, we have put together a series of timely webinars and other online programming; in addition, we are going providing you links to other programs, regardless of source, that we think might be useful. To learn more click here.
As the situation demands, and the our resource permit, we will continue to make our regular annual events and programs available through online platforms. For a review of our events click here
.jpg)
.png)
.png)
.png)
.png)
.jpg)
.png)
.png)
.jpg)