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Own it: Leading your ESOP through the stages of maturity

December 09, 2025

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Event details
Date and time

Tuesday, December 09, 2025

2 p.m. ET | 1 p.m. CT

Intended audience

Leaders of ESOP companies, including CEOs, chief operating officers, chief financial officers and chief human resources officers, as well as owners and leaders who are considering establishing an ESOP

Duration

60 minutes

CPE Credit

One CPE credit will be issued to eligible participants

Fee

Complimentary

Event overview

Whether you're just beginning your employee stock ownership plan (ESOP) journey or stewarding a mature employee-owned company, understanding the stages of ESOP maturity is key to long-term growth and success.

Join us for a dynamic and practical webinar that explores the core phases of ESOP development:

  • Early implementation
  • Midlife optimization
  • Long-term stewardship

Led by RSM professionals Anne Bushman and Jo-Ann Balmer and moderated by Justin Stallard, this session will guide you through the operational, cultural and compliance strategies that drive value and growth at every stage.

Who should attend: Leaders of ESOP companies, including CEOs, chief operating officers, chief financial officers and chief human resources officers, as well as owners and leaders who are considering establishing an ESOP

Don’t miss out on this essential conversation and CPE credit—reserve your spot.

Presenters

Learning objectives

By the end of this presentation, participants will learn:

  • Compliance essentials: Reporting, audits, tax planning and M&A readiness
  • Strategic planning for repurchase obligations
  • Best practices for fostering ownership culture and communicating ESOP value
  • Techniques for integrating ESOP benefits into total rewards strategies
  • Understanding common challenges and opportunities in employee owner awareness, engagement and sentiment

CPE credits

RSM US LLP is pleased to offer 1.0 CPE credits for attending this webinar. To qualify, you must log in to the live webinar and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPE and partial credit is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

RSM US 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Advance preparation: None | Program level: Basic | Prerequisites: None | Delivery method: Group internet-based
Field of study: Taxes | CPE: 1.0 credits

Event details
Date and time

Tuesday, December 09, 2025

2 p.m. ET | 1 p.m. CT

Intended audience

Leaders of ESOP companies, including CEOs, chief operating officers, chief financial officers and chief human resources officers, as well as owners and leaders who are considering establishing an ESOP

Duration

60 minutes

CPE Credit

One CPE credit will be issued to eligible participants

Fee

Complimentary

Register

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