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Webcast ArchiveSES Advisors regularly presents educational webcasts for clients, ESOP companies, business owners considering an ESOP and professional business advisors. We typically archive and post the webcast within 48 hours of the broadcast.
ARCHIVE SECTIONS --- ESOP Introductions and Overviews --- --- ESOP Maintenance: Administration, Governance, ERISA, Etc. ---
Also, be sure to check our "Upcoming Events" section for information on future webcasts and other live educational opportunities or join our mailing list to receive event updates via email. __________________________________________________________________________ ESOP OverviewThe following webcasts are geared towards Business Owners and Professional Advisors considering the implementation of an ESOP. Estate Planning Using ESOPs Presenter: Stephen P. Magowan, Partner - Steiker, Fischer, Edwards & Greenapple, P.C. Date: March 10, 2010 Description: Whether you have already completed an ESOP transaction or are considering one, it's important to consider your estate planning options in conjunction with a sale to an ESOP. Steve Magowan discusses ownership transition issues, ESOP transaction structures, potential for estate tax reform, and key estate planning opportunities. Employee Ownership as an Engine of Innovation Presenters: Robert P. Lynch, CEO - The Warren Company and Ken Serwinski, Senior Managing Director - Prairie Capital Advisors Moderator: Robert W. Edwards, Principal - Steiker, Fischer, Edwards & Greenapple, P.C. Date: October 26, 2009 Description: Learn how to utilize innovation as a business strategy and how a successful innovation strategy affects ESOP valuation. Learn ways to spark and nurture the innovative potential inside your company, and about the specific tools and advantages that employee ownership can provide. Hear how small innovations equate to dollar value increases by enhancing productivity and/or profitability, which is turn enhances retirement plan assets. ESOPs and Other Liquidity Options Presenter: Kyle Coltman, Managing Director - SES Advisors, Inc. Date: September 22, 2009 Description: Kyle describes several different succession planning tools, with an emphasis on ESOPs. Using ESOPs in a Tough Economy Presenter: James G. Steiker, Chairman & CEO - SES Advisors, Inc. Date: March 26, 2009 Description: Jim explains the benefits and limitations of using an ESOP to plan for succession in today's economy. ESOPs in the Construction Industry Presenter: Robert E. Massengill, President - SES Advisors, Inc. Date: October 22, 2008 Description: Bob explains the benefits and limitations of using an ESOP to plan for succession in the construction industry. Learn what an ESOP is and if it’s appropriate for you, tax incentives for C and S corporations and investment strategies for selling shareholders. ESOPs for Mission-Driven Businesses Presenter: James G. Steiker, Chairman & CEO - SES Advisors, Inc. Date: October 2, 2008 Description: This webcast addresses how employee ownership fits into a company's mission. Learn how to preserve your wealth AND your values through the liquidity process. Business Succession Planning for Engineers & Architects Presenter: James G. Steiker, Chairman & CEO - SES Advisors, Inc. Date: May 1, 2008 Description: An Employee Stock Ownership Plan is a unique liquidity and exit strategy for owners of engineering and architecture firms seeking to diversify wealth, maintain control and perpetuate their legacy. Learn what an ESOP is and if it’s appropriate for you, tax incentives for C and S corporations and investment strategies for selling shareholders. Business Succession Planning for Auto Dealers Presenter: Robert E. Massengill, President - SES Advisors, Inc. Date: June 13, 2007 Description: Employee Stock Ownership Plans are fast becoming a method of choice for auto dealers seeking liquidity in their privately-held enterprises. Learn what an ESOP is and if it’s appropriate for you, tax incentives for C and S corporations and investment strategies for selling shareholders. ___________________________________________________________________________ Maintaining Your ESOPThe following webcasts are for companies with ESOPs already installed. Find answers to your questions on administration, corporate governance, accounting and more. Deferred and Incentive Compensation Plans in ESOP Companies Presenter: Stephen P. Magowan, Partner - Steiker, Fischer, Edwards & Greenapple, P.C. Date: May 21, 2010 Description: How can you structure deferred and incentive compensation in a way that will enhance the company's bottom line and encourage managers to increase company value? This webcast focuses on deferred compensation vehicles that use stock value as the measure for success (such as phantom stock plans) and addresses the tax challenges you may face in designing such plans as they relate to Internal Revenue Code 409A. Second-Stage Transactions/Mature ESOPs Presenter: James G. Steiker, Chairman & CEO - SES Advisors, Inc. Date: April 27, 2010 Description: Jim Steiker discusses the specific issues to be considered in a second-stage transaction, what a typical transaction looks like, and the differences between a first and second-stage transaction. Ask the ESOP Experts Presenters: James Higgins, Principal - SES Advisors, Inc. Brian Wurpts, Principal & VP of Plan Administration Services - SES Advisors, Inc. Mary Beth Gray, Principal - Steiker, Fischer, Edwards & Greenapple, P.C. Date: March 24, 2010 Description: SES Advisors, Inc. and our affliated law firm of Steiker, Fischer, Edwards & Greenapple, P.C., present a panel of ESOP experts with more than 20 years of experience in assessing and determining the feasibility of, designing and installing, and administering ESOPs for hundreds of companies nationwide. ESOP Administration: Everything You Need to Know for Your Plan Year End Presenters: Jane Rogers & Karen Hurley Senior Plan Administrators - SES Advisors, Inc. Moderator: Bob Massengill, President - SES Advisors, Inc. Date: January 27, 2010 Description: Jane Rogers & Karen Hurley discuss what is involved in the annual administration of your ESOP, including what you should know as the Plan Sponsor when preparing for and reviewing your annual ESOP allocation. In addition, we review specific items in the plan administration process relating to plan eligibility, allocation to participant accounts, distributions, compliance testing, and plan reporting and disclosure. ESOP Administration: What We Are Thankful For Presenters: Mychelle Holloway and Tina Fisher, Senior Plan Administrators - SES Advisors, Inc. Date: November 18, 2009 Description: Tina Fisher and Mychelle Holloway cover a "cornucopia" of Administration topics, including minimum distribution requirements/suspension for 2009; mandatory electronic filing of Form 5500 & schedules beginning 2010 for 2009 plan years; partial plan termination; locating missing participants; and year-end "to-do" projects. Corporate Governance of ESOP Companies Presenter: Steven B. Greenapple, Partner - Steiker, Fischer, Edwards & Greenapple, P.C. Date: October 7, 2009 Description: Without the founding entrepreneur steering the ship, ESOP companies' corporate governance is of paramount importance. In this webcast, you will learn: the roles of trustees, directors and officers, how corporate governance affects value, and best practices for corporate governance in ESOP companies. Second-Stage ESOP Transactions Presenter: James G. Steiker, Chairman & CEO - SES Advisors, Inc. Date: June 24, 2009 Description: Most ESOPs purchase shares from owners in more than one transaction. Whether your company is planning another transaction, or has a newly-formed ESOP that will be done in stages, there are key legal, valuation and financial issues involved. Hot Topics in ESOP Administration Presenters: Mychelle Holloway, Senior ESOP Administrator and Tina Fisher, Senior ESOP Consultant - SES Advisors, Inc. Date: August 12, 2008 Descriptions: Tina and Mychelle discuss the intricacies of distribution forms and timing, when consent is needed, the flexibility and uses of a distribution policy, and the ins and outs of diversification. They also focus on the importance of tracking and reporting hours of service and the consequences of reporting incorrect hours. ESOP Accounting 101 Presenter: Brian Wurpts, Principal and Vice President of Plan Administration Services - SES Advisors, Inc. Date: July 22, 2008 Description: ESOPs have complicated and unique accounting implications. Brian guides you through ESOP accounting concepts and gives practical examples of financial statements conforming with GAAP. Structuring Equity-Based Deferred Compensation Plans Under 409A Presenters: Rob Edwards and Steve Magowan, Partners - Steiker, Fischer, Edwards & Greenapple, P.C. Date: June 25, 2008 Description: Section 409A of the Internal Revenue Code has created certain challenges in structuring deferred compensation plans for company executives. Rob and Steve address the tax implications of various equity-based deferred compensation arrangements and offer solutions. Frequently Asked ESOP Administration Questions (and the Answers) Presenters: Mychelle Holloway, Senior ESOP Administrator and Tina Fisher, Senior ESOP Consultant - SES Advisors, Inc. Date: August 14, 2007 Description: Explore partial termination (what is it? how to recognize it has occurred? what to do next?), the different meanings of words like "year" in the ESOP world, vesting requirements of the Pension Protection Act and how it is playing out in real life, and diversification and distribution issues. Understanding ESOP Administration Presenter: Diane Fanelli, Principal and Senior ESOP Administrator - SES Advisors, Inc. Date: March 29, 2007 Description: Learn about the participant, financial and distribution data that matters to ESOP Administrators and how they use it. ESOPs for Non-ESOP Administrators Presenters: Brian Wurpts, Principal and Vice President of Plan Administration Services and Tina Fisher, Senior ESOP Consultant - SES Advisors, Inc. Date: December 12, 2006 Description: Explanations of 409(p) abuse testing, share release calculation method, 1042 nonallocation rules, dividend allocation rules and ESOP accounting. |
