Navigating Adequate Consideration Regulations for ESOPs: Current Developments, Challenges, and Next Steps

Co-Sponsored by the National Association of Certified Valuators and Analysts®  (NACVA®) 

	Program Description		Schedule
	How You Will Benefit

Program Description
This course offers a fundamental understanding of the regulatory landscape surrounding Employee Stock Ownership Plans (ESOPs) to date and the deemed importance of adequate consideration in ESOP transactions. Learn about the challenges fiduciaries face due to unclear regulations, recent developments, and proposed changes, including the Biden Administration’s draft rules. Gain insights into The ESOP Association's (TEA’s) recommendations for balanced regulations that support fiduciaries and promote employee ownership. Through examples and expert insights, this course equips you with the knowledge to navigate the complexities of ESOPs and the evolving regulatory environment.

How You Will Benefit
After completing this course, attendees will be able to:

• Identify the origin of ESOPs and how they have evolved
• Recognize and relay current regulatory developments, including the “why”, “when”, and from “who”
• Identify how these ongoing proposed regulations are affecting (or not affecting) real world assignments
• Create an ESOP model incorporating consideration for employee oversight association concerns
• Apply concepts to expand clients, quality, and knowledge base

Take Aways
After completing the course, attendees will be able to explain the concept of adequate consideration and its role in Employee Stock Ownership Plan (ESOP) transactions. They will be equipped to analyze recent regulatory developments and assess their implications for fiduciaries, trustees, and stakeholders. Attendees will also be prepared to engage in advocacy efforts, providing feedback during regulatory processes and supporting initiatives that promote balanced and practical regulations. Additionally, they will understand strategies to mitigate risks and collaborate with stakeholders to create a regulatory environment conducive to ESOP growth and success.

Delivery Method Group Internet-Based Program Level Intermediate Advanced Preparation None Prerequisites Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.    Accounting (Governmental) 1 Total CPE Hours   1

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