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Learn About ESOPs

Webcasts

SES Advisors has launched a webcast series for clients and companies considering the implementation of an ESOP as well as professional business advisors.

 

Click on the links below to view the webcasts. Check the "Upcoming Events" section of the website for our upcoming programs.

Structuring Equity-Based Deferred Compensation Plans Under 409A
Presenters - Rob Edwards and Steve Magowan, Partners - Steiker, Fischer, Edwards & Greenapple, P.C.

Business Succession Planning for Engineers & Architects
Presenter - James G. Steiker - Chairman & CEO, SES Advisors, Inc.

Frequently Asked ESOP Administration Questions (and the Answers)
Presenters - Mychelle Holloway, Senior ESOP Administrator, and Tina Fischer, Senior ESOP Consultant, SES Advisors, Inc.

Corporate Governance of ESOP Companies
Presenter - Steven B. Greenapple, Partner - Steiker, Fischer, Edwards & Greenapple, P.C.

Business Succession Planning for Auto Dealers
Presenter - Robert E. Massengill - Managing Director, SES Advisors, Inc.

Business Succession Planning in the Construction Industry
Presenter - Robert E. Massengill - Managing Director, SES Advisors, Inc.

Understanding ESOP Administration
Presenter - Diane Fanelli, Principal/Sr. ESOP Administrator, SES Advisors, Inc.

ESOP Repurchase Obligation
Guest Presenter - Judith Kornfeld of ESOP Economics

ESOPs for Non-ESOP Administrators
Presenters: Brian Wurpts - Principal and Vice President of Plan Administration Services - and Tina Fisher - Senior ESOP Consultant, SES Advisors, Inc.