Road Map for Your ESOP Finance and Accounting Team: NCEO Webinar

The first challenge for an ESOP company is completing the annual compliance tasks with the help of your CPA firm, bank, and ESOP service providers. But how do you move from “compliance” to “best practices?”

Join Katz, Sapper & Miller’s Andy Manchir and Mark Flinchum along with Tony Kaufman of First Merchants Bank in a webinar hosted by the National Center for Employee Ownership (NCEO). These accounting, valuation, and banking professionals who support award-winning ESOP companies will share valuable information on how to help your ESOP finance and accounting team develop the skills and traits needed to effectively support an employee ownership culture.

Topics to be covered during this session include:

• Compliance tasks for ESOP administration with a focus on the tasks completed by the finance and accounting function
• Best practices for building a strong ESOP banking relationship
• Staffing and development of the finance and accounting team

This webinar will be presented in partnership with the National Center for Employee Ownership (NCEO) as part of the NCEO’s Employee Ownership Compass virtual learning series. NCEO members may register for the webinar at no cost. If you are not an NCEO member, you may join the organization for a nominal fee to gain access to the webinar and other NCEO member benefits.