ESOP Focus: Deliberate Decision-Making | Going Concerns And Future Planning


The decisions you make in response to the global pandemic will have lasting impacts on your business and your workforce. Join members of our ESOP team each Thursday for this webinar series designed to help you navigate and emerge from this crisis in the best position possible.

Understanding the options at your disposal, and their interplay with a growing suite of relief packages, will help you proceed with confidence.

The global crisis represents an existential threat to going concerns in the ESOP space. No organization is immune to the impact of negative trends that jeopardize the health of balance sheets and access to credit, cause protracted periods of loss and increase the risk of costly lawsuits. This makes preparation and a thorough understanding of the variables at play critically important. This session will delve into the essential factors an ESOP-owned organization must account for to remain a going concern, including:

  • Bank covenants
  • Cash flow management
  • Solvency issues
  • Phantom Stock and Stock Appreciation (SARs) plans
  • Immediate participation concerns

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Registration Information


11:00 am – 12:00 pm PDT
12:00 pm – 1:00 pm MDT
1:00 pm – 2:00 pm CDT
2:00 pm – 3:00 pm EDT

Webinar details provided upon registration

Zoom Webinar

Dig Deeper

Virtual Event / Speaking Engagements / September 23, 2021

NCEO 2021 Fall ESOP Forum

Webinar / Speaking Engagements / January 14, 2021

ERISA Litigation and Employee Stock Ownership Plans

Speaking Engagement / Speaking Engagements / September 16, 2020

The Fall ESOP Forum, National Center for Employee Ownership, The DOL and ESOPs

Webinar / Speaking Engagements / July 9, 2020

Class Action Litigation Involving ERISA/ESOP Valuation Issues