Measure, Manage, & Master Repurchase Obligation Webinar Series

Our advisory team has put together an educational 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.

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Past Webinars

  • Projecting ESOP Repurchase Obligation

    Presented By: Tina Dicroce & Ashleigh Newlin (original air date 2/12/19) 

    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 Repurchase Obligation Management

    Presented By: Ryan Graham & Tina DiCroce (original air date 5/14/19) 

    Description: 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

    Presented By: Ryan Graham & Ashleigh Newlin (original air date 8/27/19) 

    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 RO.
  • Mastering the Repurchase Obligation: Positioning Your Company to Sustain Long-Term ESOP Ownership

    Presented By: Paul Halverson (original air date 10/22/19) 

    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? How to fund and manage a capital reserve.