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  6. The Beyster Initiatives: Understanding ESOPs, Training to be an ESOP Professional

Understanding ESOPs: Training to be an ESOP Professional

Develop the necessary skills to work in the ESOP field.

This course is designed to provide an in-depth knowledge about the main aspects of an ESOP company. Learn what management in ESOP companies need to think about and understand the different roles that ESOP advisors play before, during and after a transaction.

Each lecturer is a renowned expert in their respective field and brings decades of experience and knowledge to the course.

Learn how ESOPs work and become an ESOP professional. See comments below from previous students in the program:

“I liked the course quite a bit. It shows the complexity in each step of the way.”
“Overall, I found the course to be highly engaging and informative. The content was well-structured and the instruction was clear and insightful.”
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Format

100% Virtual

Duration

9 Weekly sessions

Schedule

June 23rd – August 18th, 2026

Price

$2,795

Early-bird
(until 6-1-26)
$2,595

NCEO Members
$2,495
$2,295 Early-bird

Groups of 4+ $2,295
$2,095 (NCEO)

** Early bird is available up to two months before course starts. Additional discount may apply for multiple enrollments. Contact us for more information.

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Course Topics

  • The world of ERISA and Internal Revenue Code
  • Organizational Development and ownership culture building
  • The ESOP as a qualified retirement plan
  • Structuring a sustainable ESOP company
  • Corporate Governance: who runs an ESOP company?
  • Issues to address in ESOP transactions
  • Fair market value
  • Life as an ESOP company –working with the ESOP team

Who should attend?

  • ESOP professionals & advisors
  • Advisors that are related to the ESOP field (ESOP consultants, trustees, third-party administrators, attorneys, appraisers, etc.)
  • Professionals that are looking to have a better understand about ESOPs
  • Graduate students aiming to start their career in the ESOP field
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Questions? Get in touch with our team at jbvalencia@ucsd.edu