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.
Take another step towards mastering the administration process for ESOPs and register for the next course.
Format
Virtual with two in-person sessions*
Duration
5 Sessions in 2 Weeks (3 virtual and 2 in-person*)
Schedule
Starts last week of January
Price
$2,095 Early-bird ** $2,295: Normal* 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.
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
Questions? Get in touch with our team at beysterinfo@rady.ucsd.edu
Contact Us