ESOPs:  Creating a Legacy

Date:  Thursday, June 28, 2012
Time:  10 – 11 a.m. Central time
CPE Credit:  Not Eligible

Are you looking for options in creating an ownership succession plan? Join us for this complimentary webinar and receive practical, real world guidance regarding the use of an employee stock ownership plan (ESOP) to address ownership succession issues. You’ll also hear discussion of the characteristics that could make an ESOP the right solution for your organization.

Learning Objectives

Upon completion of this webinar, participants will be able to:

  • Identify companies that may be viable ESOP candidates
  • Provide a general explanation of how leveraged ESOPs work
  • Discuss potential benefits of an ESOP as a succession vehicle


CPE Information

Audience: Owners, CEOs and CFOs of privately held businesses

Program Level:  Advanced
Delivery Method:  Group Internet-Based
Advance Preparation:  None
Prerequisites:  Experience level such as owners, CEOs and CFOs of privately held businesses.
Refund Policy:  There is no cost for this webinar; therefore, there is no refund policy.

Contact Information
If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at training@bkd.com, at 800.472.2745 or visit BKD’s FAQs.


BKD, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

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