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

    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 Repurchase Obligation Management

    Air Date: May 14, 2019

    Presenters: Ryan Graham & Tina DiCroce

    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

    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 RO.
  • 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? How to fund and manage a capital reserve.