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ESOP Nuts and Bolts and Hot Topics

 ESOP Nuts and Bolts and Hot Topics
CPE Credit

Program Type: Recorded Webinar (Audio, PPT)
Program Level: Basic
Prerequisites: Previous training or experience with the fundamentals of accounting, finance, economics, and business writing
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: Three (3) hours
Fields of Study: Accounting
Item Number: 15PTASFTL08A
Shipping Weight: 0lbs. 0oz.
Price: $140.00
Program Description

This webinar covers the basic features of Employee Stock Ownership Programs (ESOPs). It explores the main uses of ESOPs, their advantages and disadvantages, and the mechanics for their implementation. In addition, this webinar outlines the steps required to create an ESOP and other considerations such as: average cost, feasible entities, and potential effects on company personnel.

Learning Objectives

After completing this session, attendees will be able to:

- Summarize the main uses of ESOPs
- List the main advantages and disadvantages of creating an ESOP
- Identify the key steps of creating an ESOP
- Describe the main considerations associated with the creation of an ESOP

Who Should Attend

Investment Bankers, M&A Advisors, Investment and Financial Analysts, CPAs, Financial Officers, CEOs and CFOs, Transaction Lawyers


Adrian Loud, CPA, ABV, CFF, CVA, ASA
Mr. Adrian R. Loud serves as a Managing Director at Censeo Advisors, LLC. Mr. Loud is also a Co-Founder at Censeo and he provides employee stock ownership plans and transaction advisory, litigation support, financial reporting, and tax compliance and planning services. His work experience also includes lost profits and economic damages calculations, transfer pricing, gift and estate tax planning, reasonable compensation studies, fairness and solvency opinions, intangible asset and intellectual property analyses, and financial reporting.

Mr. Loud’s broad industry experience spans manufacturing, distribution, professional services, sports, retail, real estate, financial services, healthcare, and other sectors. He is a State Chapter President of the National Association of Certified Valuators and Analysts Georgia Chapter and Vice President of The ESOP Association’s New South Chapter.

Prior to this, Mr. Loud served as a Partner-in-charge of the Valuation and Litigation Support Services Department at a regional accounting firm. Prior to that, he was a Senior Manager at a national valuation, economic analysis, and financial advisory services firm. Mr. Loud’s responsibilities included business development and project management. He also served as a Partner at Bennett Thrasher PC. Mr. Loud regularly speaks before local, regional, and national audiences, discussing different valuation and litigation support topics.

He has authored articles related to closely-held company valuations, ESOPs, mergers and acquisitions, and numerous other subjects. Mr. Loud has also testified as an Expert Witness in court, arbitration, and deposition matters. He is a Certified Public Accountant, Accredited in Business Valuation, Certified in Financial Forensics, Certified Valuation Analyst, and Accredited Senior Appraiser.

Mr. Loud has professional affiliations with American Institute of Certified Public Accountants, Georgia Society of Certified Public Accountants, Atlanta Estate Planning Council, National Association of Certified Valuators and Analysts, American Society of Appraisers, The ESOP Association, and National Center for Employee Ownership. Mr. Loud received a Bachelor of Business Administration from Emory University.