Course Library
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
The presentation will provide an overview of the current credit markets as well as key underwriting considerations for both new and existing ESOPs. The discussion will provide insights and persp ...Program Level:
All Levels are WelcomeDelivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Holding companies are growing in popularity among ESOP companies looking to do diverse acquisitions. Learn more about how they work and whether they are right for you in a presentation b NCEO founder ...Program Level:
IntroDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- MO
-
ESOP Issues in the Board Room: Presented by the Private Director's Association
19-Sep-2024 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- IN
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
ESOP-owned companies, fiduciaries, and other interested parties face litigation risk from the U.S. Secretary of Labor and private plaintiffs. Join Allison Egan of Faegre Drinker Biddle & Reath LLP and ...Program Level:
AllDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Discover the future of employee ownership at the 2024 Fall Forum! Our revamped, interactive format promises to deliver unparalleled insights and tangible takeaways, departing from traditional breakout ...Program Level:
AllDelivery Method:
- Group Live
Location:
- IN
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
- Group Live
Location:
- MO
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Program Level:
AllDelivery Method:
- Group Live
Location:
- TX
-
ESOP Repurchase Obligation Planning and Asset Management Solutions
25-Apr-2022 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- WA
-
ESOP Resiliency: Anticipating and Overcoming the Common ESOP Challenges
26-Sep-2022 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
- Group Live
Location:
- MO
-
ESOP Restructuring to Attract Outside Capital Investment
14-Feb-2023 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
An ESOP that is wholly-owned by an S corporation is a very tax efficient structure, but the S corporation is not an optimal vehicle to attract outside capital. The use of subsidiary LLCs created as pa ...Delivery Method:
- Group Internet Based
- Group Live
-
ESOP Transaction Loan Length: How Long is Too Long?
26-Apr-2023 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- MO
-
ESOP Valuation in Uncertain Economic Times
25-Apr-2023 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- MO
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- MO
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- WA
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This session will review the estate planning opportunities that are available to business owners who are undergoing an ESOP transaction. These opportunities stem from Learning Objectives 1) the capita ...Program Level:
AllDelivery Method:
- Group Internet Based
- Group Live
-
ESOPs and M&A: Exploring the Intersection, the Prudence, and Process for Unsolicited Offers
01-May-2024 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- FL
-
ESOPs Are Great, But Still Businesses: How to Survive a Downturn
30-Apr-2024 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- FL
-
ESOPs Are So Complicated: How Do I Get Up to Speed?
29-Apr-2024 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- FL
-
Field of Study:
- Accounting
- Specialized Knowledge
- Taxes
Description:
Employee Stock Ownership Plans (ESOPs) provide a flexible, highly tax-favored alternative for profitable, closely held businesses that are looking for a business transition. ESOPs allow owners to use ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Program Level:
AllDelivery Method:
- Group Live
Location:
- TX
-
ESOPs combined with Other Ownership Structures
22-Sep-2021 National Center for Employee Ownership (NCEO)Field of Study:
- Business Management and Organization
- Personal Development
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Through practical case studies, learn creative ideas on how ESOP-owned companies utilize other ownership structures to align and incentivize key stakeholders to drive business results and achieve stra ...Delivery Method:
- Group Live
Location:
- CA
-
Field of Study:
- Auditing
Credit Hours:
- 9 - 12 credits
Description:
Let Leita guide you through every step of conducting an audit including assessing risk, refining the audit objective, choosing methodologies, and documenting your work. The auditors responsibilities ... -
Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
Program Level:
NoviceDelivery Method:
- Group Internet Based
- Group Live
Location:
- NY
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Computer Software and Applications
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Data Analysis Expressions, or DAX, is the formula language of Power Pivot, but there are many similarities with Excel formulas. Learn the basic functions of DAX in this course.Delivery Method:
- QAS Self Study
-
Field of Study:
- Computer Software and Applications
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Data Analysis Expressions, or DAX, is the formula language of Power Pivot, but there are many similarities with Excel formulas. Learn the basic functions of DAX in this course.Delivery Method:
- QAS Self Study
-
Field of Study:
- Communications and Marketing
Description:
Delivering effective presentations is a key skill that will allow you to be successful in every job, in every industry. From one-on-one conversations to more formal “group presentations”, your influen ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
-
Field of Study:
- Personal Development
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
This course gives attendees an introduction to common international tax issues and strategies that a US tax preparer may encounter in their practice such as reporting foreign financial assets, correct ...Program Level:
BasicDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 21 + credits
Description:
While accounting and the practice of law are separate professions, the accountant must be conversant with essential legal concepts. Modern accounting practice requires familiarity with corporate legal ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 21 + credits
Description:
While accounting and the practice of law are separate professions, the accountant must be conversant with essential legal concepts. Modern accounting practice requires familiarity with corporate legal ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 21 + credits
Description:
While accounting and the practice of law are separate professions, the accountant must be conversant with essential legal concepts. Modern accounting practice requires familiarity with corporate legal ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 13 - 16 credits
Description:
This program is a must for those wanting to learn about or review the major provisions in the lending compliance world!Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
OAM601WEBDelivery Method:
- Group Internet Based
-
Field of Study:
- Personal Development
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Auditing (Govmnt)
Credit Hours:
- 9 - 12 credits
Description:
Government audits are unusually complex. In this lighthearted and easy to follow course, Leita Hart-Fanta will guide you through every step of conducting an audit. She'll cover the nuances of a financ ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Auditing (Govmnt)
Credit Hours:
- 9 - 12 credits
Description:
Government audits are unusually complex. Let Leita guide you through every step of conducting an audit including assessing risk, refining the audit objective, choosing methodologies, and documenting y ...Delivery Method:
- QAS Self Study
-
Description:
Annuities have a number of unique features that can make them an attractive investment option for many individuals. In the Essentials of Annuities course, we cover the various types of annuities and t ...Program Level:
OverviewDelivery Method:
- QAS Self Study
Location:
- MA
-
Field of Study:
- Specialized Knowledge
Description:
Annuities have a number of unique features that can make them an attractive investment option for many individuals. In the Essentials of Annuities course, we cover the various types of annuities and t ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
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