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ESOP Series Module 1: Introduction To Employee Ownership

Available Until

Self-study

1.00 Credits

Member Price $49.00

Non-Member Price $59.00

Overview

Power BI — Bringing It All Together for Data Analysis is an advanced course for professionals ready to integrate and optimize their use of Power Pivot and Power BI. Building on foundational skills, this session guides you beyond creating models and measures to fully harness these tools for uncovering insights and building impactful visualizations. You’ll learn to streamline workflows, optimize model performance, and leverage advanced Power BI Service features to create solutions that go beyond basic reporting. By the end, you’ll be equipped to synthesize your Power BI skills into powerful, audience-ready analytics. From presenting to stakeholders and sharing insights across teams to managing enterprise-level reporting, this course helps you bring every piece together into a comprehensive, efficient workflow tailored to real-world business needs.

Highlights

  • Overview of employee ownership forms: ESOPs, worker cooperatives and EOTs
  • Benefits and challenges of employee ownership
  • Role of the Employee Ownership Advisor

Prerequisites

None.

Designed For

Financial professionals who wok with small business owners and advisors who lead or work on an owner’s team of business succession planning professionals

Objectives

  • Differentiate between forms of broad-based employee ownership including ESOPs, worker cooperatives and EOTs.
  • Identify features, benefits and challenges associated with each employee ownership form for a variety of small business owners.
  • Recognize and recommend suitable forms of broad-based employee ownership to small business clients as appropriate.
  • Strategize how to implement an employee ownership readiness plan aligned to the business — lifecycle.
  • Identify and assemble key stakeholders for the employee ownership deal team and transition.

Preparation

None.

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.

Non-Member Price $59.00

Member Price $49.00

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