NCEO Webinar: Don’t Do That With Your ESOP

Date:July 21, 2020 
Time:12:30-1:30 p.m. EDT

In most companies, Employee Stock Ownership Plans (ESOPs) benefit employees, sellers, and the organization's bottom line. However, from time-to-time, mistakes with an ESOP have caused legal problems for the company, personal loss to plan fiduciaries, and damaged morale. It is important to know what to do and what not to do with your ESOP to ensure its success.

Katz, Sapper & Miller’s Mark Flinchum, partner-in-charge of KSM's ESOP Services Group, and Andy Manchir, director in the firm’s ESOP and Valuation Services Groups, will join the National Center for Employee Ownership in a webinar discussion Tuesday, July 21 from 12:30-1:30 p.m. EDT. During the session, Flinchum and Manchir will discuss some common governance, financial, and legal pitfalls that ESOP companies may encounter and how to address these mistakes. They will also provide preventative steps and best practices so employee-owners can prevent minor issues from becoming major obstacles.

To register for the webinar, please click here.