Our advisory team has put together an edicational webinar series focused on measuring, managing, and mastering repurchase obligation. Feel free to reach out to any of our experts with questions about advanced ESOP topics below. Sign up to receive a copy of our webinars Past Webinars Projecting ESOP Repurchase Obligation Air Date: February 12, 2019 Presenters: Tina Dicroce & Ashleigh Newlin Description: Learn the definition of ESOP repurchase obligation (RO), why and how to plan for RO, steps involved in forecasting RO, and taking your RO forecast to the next level. Optimizing ESOP Distribution Policy for Effective RO Management Air Date: May 14, 2019 Presenters: Ryan Graham & Tina DiCroce Descritption: Learn about available options when designing an ESOP distribution policy, consequnces of different distribution practices, and how distribution policy can be used as a tool for effectivley managing future RO. Decoding "The Three Rs": Recycle, Redeem, and Releverage Air Date: August 27, 2019 Presenters: Ryan Graham & Ashleigh Newlin Description: Our experts will define each of the three repurchase methods and explain how they work. They will discuss how each strategy impacts employee benefits, shareholder returns, and the company's repurchase obligations. Mastering the Repurchase Obligation: Positioning Your Company to Sustain Long-Term ESOP Ownership Air Date: October 22, 2019 Presenters: Paul Halverson & Rich Chapman Description: Our experts will explain how to use a capital reserve to mitigate the risk of capital calls: Why establish a capital reserve? Who is responsible?, and How to fund and manage a capital reserve. Considerations in Sustainability Planning Air Date: February 25, 2020 Presenters: Ryan Graham & Tina DiCroce Description: Learn about a holistic approach to sustainability analysis versus the historic view of sustainability, elements of effective sustainability planning, what you should be focused on when reviewing the long-term sustainability of your current capital structure, and a case study.
Our advisory team has put together an edicational webinar series focused on measuring, managing, and mastering repurchase obligation. Feel free to reach out to any of our experts with questions about advanced ESOP topics below. Sign up to receive a copy of our webinars Past Webinars Projecting ESOP Repurchase Obligation Air Date: February 12, 2019 Presenters: Tina Dicroce & Ashleigh Newlin Description: Learn the definition of ESOP repurchase obligation (RO), why and how to plan for RO, steps involved in forecasting RO, and taking your RO forecast to the next level. Optimizing ESOP Distribution Policy for Effective RO Management Air Date: May 14, 2019 Presenters: Ryan Graham & Tina DiCroce Descritption: Learn about available options when designing an ESOP distribution policy, consequnces of different distribution practices, and how distribution policy can be used as a tool for effectivley managing future RO. Decoding "The Three Rs": Recycle, Redeem, and Releverage Air Date: August 27, 2019 Presenters: Ryan Graham & Ashleigh Newlin Description: Our experts will define each of the three repurchase methods and explain how they work. They will discuss how each strategy impacts employee benefits, shareholder returns, and the company's repurchase obligations. Mastering the Repurchase Obligation: Positioning Your Company to Sustain Long-Term ESOP Ownership Air Date: October 22, 2019 Presenters: Paul Halverson & Rich Chapman Description: Our experts will explain how to use a capital reserve to mitigate the risk of capital calls: Why establish a capital reserve? Who is responsible?, and How to fund and manage a capital reserve. Considerations in Sustainability Planning Air Date: February 25, 2020 Presenters: Ryan Graham & Tina DiCroce Description: Learn about a holistic approach to sustainability analysis versus the historic view of sustainability, elements of effective sustainability planning, what you should be focused on when reviewing the long-term sustainability of your current capital structure, and a case study.
