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NCEO Webinar: Strategies for Your ESOP Accounting and Finance Team

September 9, 2024

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?

In this recent webinar, held in partnership with the National Center for Employee Ownership (NCEO), KSM’s Andy Manchir and Zach Kubly along with First Merchants Bank’s Tony Kaufman shared 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.


This webinar was presented in partnership with the National Center for Employee Ownership (NCEO) as part of the NCEO’s Employee Ownership Compass virtual learning series.

Andy Manchir Partner, Business Valuation & ESOP Services

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