NCEO Webinar: Strategies for Your ESOP Accounting and Finance Team

The first challenge for an ESOP company is completing annual compliance tasks with help from its CPA firm, bank, and ESOP service providers. However, what is involved in the crucial transition from basic compliance tasks to implementing best practices?

KSM’s Andy Manchir and Zach Kubly along with First Merchants Bank’s Tony Kaufman will draw on their accounting, valuation, and banking experience to discuss how to equip your accounting and finance team with the necessary skills and mindset to effectively foster an employee ownership culture.

Learning Objectives:

• Understand the compliance tasks involved in ESOP administration, focusing on the responsibilities of the accounting and finance team.
• Learn effective methods for establishing and maintaining strong relationships with ESOP banking partners to strengthen your company’s financial infrastructure.
• Gain insights to help with the staffing and skill development of your accounting and finance team to improve their professional growth and contributions to the ESOP company.

This webinar is presented in partnership with the National Center for Employee Ownership (NCEO) as part of the NCEO’s Employee Ownership Compass virtual learning series. NCEO members may register for the webinar at no cost. If you are not an NCEO member, you may join the organization for a nominal fee to gain access to the webinar and other NCEO member benefits.