This is the fourth 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 EOTs, evaluate the tax advantages and legal considerations associated with them, and analyze the governance and other important details of EOTs.

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

Faculty

Courtney Kemp, Senior Client Services Manager, Project Equity
Courtney has experience working with a diverse nonprofit, foundation, and private stakeholders across the urban-rural divide. Her professional imperative is to collaborate with diverse stakeholders to develop, measure, and communicate impact strategies, supporting positive social, economic, and environmental impact. The majority of her experience lies in collaborating with mission-oriented clients to successfully manage impact programs, including conducting impact analyses and designing impact measurement and management systems; analyzing, tracking, and improving a variety of impact investing portfolios; and working with social enterprises to assess impact, conduct financial due diligence and feasibility assessments, and achieve individual goals. She holds a BA in Applied Political Economics from the University of Arizona, a land-grant university, as well as an MA in Policy and an MBA in Social Finance and Impact Management from Middlebury College.

Continuing education

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