Setting Up for Success Post ESOP Transaction: Selling Shareholder Perspectives

Webcast


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:

  • Develop a post-transaction compliance to-do list.

  • Integrate the ESOP into ongoing employee communication.

  • 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

Contact

Kathleen Bajart


Technical Support

+1 844-580-6963

BDO Employees

+1 844-580-6963

Share

Webcast


Contact

Kathleen Bajart


Technical Support

+1 844-580-6963

BDO Employees

+1 844-580-6963

Share