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Panel Proposals

New ESOP Considerations

What to Expect in Your First Year as an ESOP

Tuesday, April 15, 2025
12:45 PM – 1:45 PM MST
Location: 251 ABC
CE: 1
CE Type: CPE, SHRM
Education Level: Novice
After the close of an ESOP transaction, new ESOP responsibilities emerge, and it can be confusing to understand everything that needs to happen and when. This session will identify key tasks, clarify who is responsible for what, and outline the timeframe and deadline for each task. You'll hear from a panel of professionals who represent the trustee, valuation firm, TPA, and communications consultant to get a comprehensive view of your first year as an ESOP. Coming out of this session, you'll have a better understanding of the annual administrative tasks and how to set your ESOP up for success along the way.
NCEO Newsletter Article: Things to Do in Your First Year as an ESOP
NCEO ResourceThe Download

Learning Objectives:

  1. Participants will be able to identify the key annual tasks in the ESOP lifecycle.
  2. Participants will be able to describe who is responsible for what tasks and how different stakeholders work together on key tasks.
  3. Participants will be able to recognize key deadlines and potential roadblocks that could impact these deadlines.