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  6. The Beyster Institute: Administering Your ESOP Company

Administering Your ESOP Company

Strengthen your ESOP knowledge with this specific ESOP administration course.

The program is designed to simplify and streamline this process, making it easier for you to manage and understand your ESOP company. It covers a wide range of topics including plan design, compliance, recordkeeping, and reporting.

Our experienced instructors will guide you through every step of the process, providing you with practical tools and techniques to ensure your ESOP company runs smoothly and effectively. See comments below from executives and managers who have completed the program:

“Excellent speakers. They all did a great job explaining their areas of expertise.”
“All the speakers were great. Beyster has put together an excellent group of consultants for this program.”

Take another step towards mastering the administration process for ESOPs and register for the next course.

Apply Now

Format

Virtual with two in-person sessions*

Duration

Six sessions in two weeks (four virtual and two in person*)

Schedule

Starts the last week of January

Price

$2,595 Early bird ** $2,795 Regular

* In-person sessions can also be attended virtually
** Early bird is available up to two months before course starts. Additional discount may apply for multiple enrollments. Contact us for more information.

Beyster Course Classroom

Course Topics

  • Fiduciary Duties in ESOP Companies
  • ESOP Transaction & Closing Documents
  • Plan Document, Loan Document & Other Key ESOP Documents
  • Accounting Requirements for ESOP Companies
  • ESOP Administration & Participants Distributions
  • Company Valuation
  • Credit Facilities & Cash Flow Management
  • ESOP Audits and Related Accounting
  • Organizational Development & Communication
  • 2-Day Panel (in-person with option to attend online)

Who should attend?

  • Executives, division leaders and senior managers in ESOP companies (e.g.finance, human resources, operations, etc.)
  • Advisors that are related to administrative tasks (trustees, third-party administrators, attorneys, appraisers, etc.)
  • Highly recommended for newly formed or soon-to-be ESOP companies
Beyster Course

Questions? Get in touch with our team at jbvalencia@ucsd.edu