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Menke esop201designing

ESOPS 201: DESIGNING AN EFFECTIVE EMPLOYEE INCENTIVE TO INCREASE PRODUCTIVITY

Please note that the course titles have updated since 2017. Be sure to read the course description carefully to ensure you are registering for the correct course. While suggested, you are not required to take the ESOP course series in order.
Cost Free
Presentation Length 1.5 hours

Recorded DateNovember 11, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelIntermediate
Series: ESOPs, Taxes
Course Description

This is an intermediate-level ESOP course. In this 90-minute webinar, we will discuss how ESOP plans are designed as a compensation incentive and how ESOPs have been shown to increase employee productivity. We will also address some general guidelines on getting ESOP employees more involved.

Learning Objectives:


  • Identify how ESOP plans are designed as a compensation incentive

  • Determine how ESOPs have been shown to increase employee productivity

  • Determine how to get ESOP employees more involved 


NOTE: The recommended prerequisite is Module 1 (ESOPS 101 - available as On-Demand Self-Study).

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Phillip DeDominicis

Menke and Associates, Inc
Managing Director - Investment Banking
pdedominicis@menke.com
410-885-2531

Menkeco

Before joining Menke & Associates 20 years ago, Mr. DeDominicis spent three years as Director of Investment Banking for the Mergers & Acquisitions Group of Citigroup in New York, focusing on changing the control advisory assignments to middle-market companies. Prior to that, Mr. DeDominicis spent ten years as Director of Investment Banking for the Mergers, Acquisitions & Private Finance Group of Morgan Stanley. Mr. DeDominicis received his degree in Chemical Engineering from the University of Delaware in 1985 and his MBA degree in Finance and Accounting from the Anderson Graduate School of Management at UCLA in 1989.

Linkedin

Kyle Coltman

Menke and Associates, Inc
Chief Executive Officer
kcoltman@menke.com
(415) 318-1011

Menkeco

Kyle Coltman has worked extensively in the design of employee buyouts since joining the firm in l979. During this time, he has supervised several hundred ESOP buyouts for owners of privately-held firms. Mr. Coltman’s responsibilities encompass all phases of deal structuring, financing, and coordination of ongoing services. Mr. Coltman graduated with honors from the University of California, San Diego, receiving a B.A. degree in Economics. He received his M.B.A. degree in finance at the University of California, Berkeley.

About Our Presenter

Menkeco
Menke & Associates is a nationally recognized firm that specializes in the design and installation of employee stock ownership plans (“ESOPs”). Since 1974 Menke & Associates has provided comprehensive ESOP services including feasibility and design, financial consulting, legal services, employee communication, and plan administration/ record keeping services. Menke & Associates has installed over 3,000 ESOPs.