Setting Up for Success Post ESOP Transaction: Selling Shareholder Perspectives
1.0 CPE Credit
in the Field of Finance
Delivery: This webcast will be delivered via the BDO Online CPE Network
Prerequisites: None
Advanced Prep: None
Program Level: Basic
Learning Objectives:
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Develop a post-transaction compliance to-do list.
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Integrate the ESOP into ongoing employee communication.
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Plan for future recommended steps and best practices to help ensure sustainability of the new ESOP company.
BDO USA, P.C., is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Blake Head
Managing Director & Group Head, ESOP Services, BDO Capital Advisors
Caitlin Muradian
Chief Financial Officer, TETER Architects and Engineers
Maria Thiel
Director, ESOP Services, BDO Capital Advisors
Mauro Canelo
Vice President, ESOP Services, BDO Capital Advisors
Tyler Horning
Principal, TDC Life
NOTE: There is NO CPE for this recording.