ESOP Series Module 8: Implementation and Ongoing Support

Overview

This course will explore the countless tools that most Excel users overlook . Additionally, We’ll also explore the latest new features and tools. Also, we’ll explore numerous time-saving features that help spreadsheet creators.

Highlights

• Implementation
• Strategy
• Communication & Guidance

Designed For

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

Objectives

• Developing an employee ownership implementation plan, including investment in education and culture
• Communication of the transition process to employees and stakeholders
• Ongoing support and guidance to employee-owned businesses

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.