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Listen and view the live broadcast of the Webinar, interact with presenters, ask questions—via the Internet and telephone conference call—from the convenience of your own desktop and phone.

For program details, please click the meeting name in question.

Employee Stock Ownership Plans (ESOPs)

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2012 Live Webinars

Introductory Topics

• S Corporation ESOPs - Legal Issues (Mar 13, 2012)
• S Corporation ESOPs - Administrative Issues (Mar 20, 2012)
• S Corporation ESOPs - Valuation Issues (Mar 27, 2012)
• ESOPs as a Business Transition Tool (Apr 10, 2012)
• What You Need to Know as an Internal ESOP Fiduciary (Jun 12, 2012)
• The Rollout: Introducing a New ESOP to Employees (Jun 26, 2012)
• ESOP Feasibility (Nov 20, 2012)
• Becoming an S Corporation ESOP (Nov 27, 2012)
• ESOP Overview (Dec 4, 2012)

Ongoing ESOP Issues

• ESOP Accounting: Financial Reporting by Plan Sponsors (Feb 14, 2012)
• ESOP Distribution Policies (Feb 28, 2012)
• Best Hiring Practices in Employee-Owned Companies (Mar 8, 2012) NEW
• Business Literacy (Apr 3, 2012)
• Running an Effective Board (May 2, 2012)
• Handling the Repurchase Obligation - Legal (May 9, 2012)
• Handling the Repurchase Obligation - Planning Issues (May 16, 2012)
• Handling the Repurchase Obligation - Valuation Issues (May 23, 2012)
• Best Practices for Other Retirement Plans When You Have an ESOP (May 24, 2012)
• Using ESOPs as an Acquisition Strategy (May 31, 2012)
• What ESOP Participants Should Know About Law, Regulation, and the Courts (Jun 7, 2012) NEW
• Valuation Challenges for Ongoing ESOPS (Jul 10, 2012)
• Communicating Valuation (Aug 7, 2012)
• Recent Research on ESOP Companies (Aug 14, 2012)
• Executive Compensation in ESOP Companies (Aug 28, 2012)
• S Corporation ESOPs - Traps for the Unwary (Sep 13, 2012) NEW
• Don't Do That With Your ESOP (Sep 18, 2012)
• Second-Stage ESOP Transactions (Sep 25, 2012)
• ESOP Audits and Voluntary Compliance Programs (Oct 9, 2012)
• Fiduciary Implications of Stock Drop Lawsuit in 401(k)s and ESOPs (Oct 23, 2012)
• Effective Wellness Plans in Employee-Owned Companies (Nov 6, 2012)

Ownership Culture

• Sustainable Leadership (Feb 21, 2012)
• Incentive Plans that Support Employee Ownership (Mar 6, 2012)
• Emerging Best Practices for Boards of ESOP Companies (Mar 15, 2012) NEW
• Building Trust in an Employee-Owned Company (Jun 19, 2012) NEW
• Effective ESOP Committees (Aug 21, 2012)
• Fostering Innovation (Oct 2, 2012) NEW
• Integrating Culture and Technical Issues in Addressing the "Have and Have Not" Challenge (Nov 15, 2012) NEW

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Equity Compensation Plans

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2012 Live Equity Compensation Webinars

Participate in interactive conferences with experienced administrators and other experts. Free for NCEO members.

• Top 10 Considerations for the Design and Roll-out of Equity Compensation Plans (Feb 29, 2012) NEW
• Equity Compensation Trends (Mar 28, 2012) NEW
• Communicating Equity Compensation (May 30, 2012) NEW
• Equity-Linked Compensation or What to Give if You Don't Want to Give Stock or Options (Jun 27, 2012) NEW
• Equity Compensation Administration Co-Sourcing or Who Does What and When? (Jul 25, 2012) NEW
• 409A Deferred Compensation - Compliant vs. Exempt Awards (Aug 29, 2012) NEW
• Equity Compensation Accounting for Private Companies (Sep 26, 2012) NEW
• Tricks and Tips for Private Company Stock Plan Administration (Oct 31, 2012) NEW
• If I'd Only Known That! Real Life Equity Compensation Stories on Wrecks and Remedies (Nov 28, 2012) NEW
• Critical Administration Procedures for Private Companies (Dec 19, 2012) NEW

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Meeting Types

1. In-Person Meetings at locations around the U.S.
2. Live Webinars (Web-based seminars, free for NCEO members)
3. Webinar Replays (recordings of past Webinars you can view at any time; ESOP Webinar replays are available for purchase here, while equity compensation Webinars are archived in the members' area)

Learn About Sponsorship and Speaking Opportunities

What People Say About Our Meetings

• » “Eight people from our communications committee participated in your Webinar, and it provided great information and tools to help organize the committee.”
• » “No one has mastered the art of the Webinar better than the NCEO. All of my direct reports listen to each of them.”
• » “Good topics, good speakers, easy format, and the price is right. Thanks for the service!”
• » “Thank you for a very well done Webinar. The material was a great refresher and was well presented by all three speakers. I’ll do this again. The medium is fantastic!”
• » “I found these Webinars to be a great resource. It does not involve a full day of class, and you can do it in the office, which makes it easier to allocate the time.”
• » “I learn something from every ESOP Webinar, so please keep offering them. Thank you.”