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CPAs, CFPs, CEPAs

ExitPro Plus - CEOA Module 2: Employee Stock Ownership Plans (1.0 CPE, CFP)


Description

This is the second module of the Certified Employee Ownership Advisor certificate program. At the end of this module, participants will be able to comprehend the structure, purpose, and key features of ESOPs, evaluate the tax advantages and legal considerations associated with them, and analyze the governance and other important details of ESOPs.

  • Understanding ESOPs: structure, purpose, and key features
  • Tax advantages and legal considerations
  • Governance and other key details

Faculty

Stacey Smith, SVP Programs, Project Equity

At Project Equity Stacey is helping grow our team of professionals to accelerate the adoption of employee ownership as a key to building wealth and high-quality careers in communities. In addition to having been a licensed CPA, Stacey has a degree in Business Administration from the University of Vermont and has done coursework in International Business Studies at the University of Copenhagen. When she is not working, you can find her hiking the Bay Area hills, indulging in the restaurant scene, and playing with her family.



Continuing education

Upon successful completion of the course, participants will receive 1.0 hours of CFP Board and 1.0 hours of NASBA CPE.

Content
  • ExitPro Plus - Module 2 - ESOPs
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: 1 year
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