BEGIN:VCALENDAR VERSION:2.0 PRODID:-//EFS ESOP Consultants - ECPv6.15.20//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-ORIGINAL-URL:https://execfin.com X-WR-CALDESC:Events for EFS ESOP Consultants REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:UTC BEGIN:STANDARD TZOFFSETFROM:+0000 TZOFFSETTO:+0000 TZNAME:UTC DTSTART:20190101T000000 END:STANDARD END:VTIMEZONE BEGIN:VTIMEZONE TZID:America/Chicago BEGIN:DAYLIGHT TZOFFSETFROM:-0600 TZOFFSETTO:-0500 TZNAME:CDT DTSTART:20210314T080000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0500 TZOFFSETTO:-0600 TZNAME:CST DTSTART:20211107T070000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0600 TZOFFSETTO:-0500 TZNAME:CDT DTSTART:20220313T080000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0500 TZOFFSETTO:-0600 TZNAME:CST DTSTART:20221106T070000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0600 TZOFFSETTO:-0500 TZNAME:CDT DTSTART:20230312T080000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0500 TZOFFSETTO:-0600 TZNAME:CST DTSTART:20231105T070000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0600 TZOFFSETTO:-0500 TZNAME:CDT DTSTART:20240310T080000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0500 TZOFFSETTO:-0600 TZNAME:CST DTSTART:20241103T070000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0600 TZOFFSETTO:-0500 TZNAME:CDT DTSTART:20250309T080000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0500 TZOFFSETTO:-0600 TZNAME:CST DTSTART:20251102T070000 END:STANDARD END:VTIMEZONE BEGIN:VTIMEZONE TZID:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20220313T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20221106T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20230312T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20231105T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20240310T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20241103T060000 END:STANDARD END:VTIMEZONE BEGIN:VTIMEZONE TZID:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20190310T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20191103T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20200308T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20201101T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20210314T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20211107T060000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=UTC:20240905T110000 DTEND;TZID=UTC:20240905T120000 DTSTAMP:20260422T125557 CREATED:20240820T184631Z LAST-MODIFIED:20240820T203256Z UID:1747-1725534000-1725537600@execfin.com SUMMARY:ESOPs: Owners and Employees Win/Tax Man Loses DESCRIPTION:While there are several options for ownership succession planning\, ESOPs are the only one where the company’s employees win\, while the tax man loses. \nLearn how ESOPs provide a wealth creation opportunity for a company’s employees while enabling a company to operate on a tax-free basis. \nhttps://attendee.gotowebinar.com/register/1184912232295738710 \n  URL:https://execfin.com/event/esops-owners-and-employees-win-tax-man-loses/ LOCATION:gotowebinar\, https://attendee.gotowebinar.com/register/3644117300295921936 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20240409T110000 DTEND;TZID=America/Chicago:20240409T120000 DTSTAMP:20260422T125557 CREATED:20240411T110051Z LAST-MODIFIED:20240326T143142Z UID:1698-1712660400-1712664000@execfin.com SUMMARY:Maximizing ESOP Benefits: Exploring Advanced Strategies and Opportunities Apr 2024 DESCRIPTION:You understand the basics of an ESOP but now you want to take a deeper dive into the details\, in order to maximize the available benefits. Topics include: \nWarrants \nStock Appreciation Rights \nSelling a minority percentage of stock \nConsider joining us to hear more about maximizing the ESOP benefits. URL:https://execfin.com/event/esop-webinar-2/ LOCATION:gotowebinar\, https://attendee.gotowebinar.com/register/3644117300295921936 CATEGORIES:Webinar END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20240312T110000 DTEND;TZID=America/Chicago:20240312T120000 DTSTAMP:20260422T125557 CREATED:20240129T200034Z LAST-MODIFIED:20240228T151736Z UID:1695-1710241200-1710244800@execfin.com SUMMARY:EFS ESOP Webinar: Unlocking Employee Ownership: ESOP Fundamentals DESCRIPTION: URL:https://execfin.com/event/esop-webinar/ LOCATION:gotowebinar\, https://attendee.gotowebinar.com/register/3644117300295921936 CATEGORIES:Webinar END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20240220T110000 DTEND;TZID=America/Chicago:20240220T120000 DTSTAMP:20260422T125557 CREATED:20240129T195721Z LAST-MODIFIED:20240129T200148Z UID:1693-1708426800-1708430400@execfin.com SUMMARY:EFS ESOP Webinar: For Business Owners Who Want It All… DESCRIPTION: URL:https://execfin.com/event/efs-webinar-2/ LOCATION:gotowebinar\, https://attendee.gotowebinar.com/register/3644117300295921936 CATEGORIES:Webinar END:VEVENT BEGIN:VEVENT DTSTART;TZID=UTC:20240129T080000 DTEND;TZID=UTC:20240129T170000 DTSTAMP:20260422T125557 CREATED:20240129T200725Z LAST-MODIFIED:20240129T200725Z UID:1700-1706515200-1706547600@execfin.com SUMMARY:Inside ESOP Transactions: Unveiling the Fine Print May 2024 DESCRIPTION:ESOP transactions are usually described in very general terms\, when often a specific detailed example is more helpful. This webinar will articulate the specific processes of an ESOP transaction. \nThis webinar explores: \n• ESOP transaction journey: Understand the process from start to finish.\n• Client analysis: Assess ESOP feasibility for a business.\n• ESOP trustee team: Roles and responsibilities.\n• Negotiating transaction terms: Key factors and strategies.\n• Engaging employees as owners: Foster enthusiasm and commitment. URL:https://execfin.com/event/esop-webinar-3/ LOCATION:gotowebinar\, https://attendee.gotowebinar.com/register/3644117300295921936 CATEGORIES:Webinar END:VEVENT BEGIN:VEVENT DTSTART;TZID=UTC:20231128T110000 DTEND;TZID=UTC:20231128T120000 DTSTAMP:20260422T125557 CREATED:20231102T200635Z LAST-MODIFIED:20231102T200757Z UID:1673-1701169200-1701172800@execfin.com SUMMARY:From Candidates to Champions: Crafting Successful ESOPs DESCRIPTION:Sign Up Today \nJoin Executive Financial Services’ team of experts\, with 40+ years of experience\, as we share invaluable insights on what makes a successful ESOP transaction through compelling case studies. You’ll learn: \n–How to identify the positive and negative characteristics of ESOP candidates\n–About the crucial roles that professionals play in these transactions\n–How examining some of EFS’ recent transactions can better inform your own considerations \nWe’ll take you through the typical ESOP transaction timeline\, equipping you with the tools and knowledge to navigate the process with confidence. We look forward to having you join us! \nJOIN OUR SPEAKERS: \nKelly O. Finnell\, J.D.\, CLU\, AIF® is one of the nation’s premier ESOP consultants\, having spent more than 40 years helping business owners design and execute ESOPs. Kelly is one of the most sought-after speakers about ESOPs\, with experience presenting at more than 300 conferences and meetings throughout the U.S. and abroad in London and Sydney. An accomplished writer\, Kelly wrote the preeminent ESOP book\, “The ESOP Coach: Using ESOPS in Ownership Succession Planning” in 2010 and this work remains the most comprehensive guide to ESOPs today. Kelly has also published dozens of articles on the use of ESOPs in Ownership Kelly is the president of Memphis-based EFS ESOP Consultants\, LLC \nAndrew T. Holmes\, LL.M.\, QKA has been with EFS ESOP Consultants\, LLC for thirteen years and currently serves as vice president and shareholder. Since joining EFS\, Andrew has assisted on numerous complex middle-market ESOP transactions. Andrew co-authored the article\, “Consider ESOPs as an Estate Plan Component for Business Owners\,” and “Consider ESOPs in Legacy Planning\,” in “Estate Planning” and received the Qualified 401(k) Administrator credential from ASPPA. He frequently conducts speaking engagements for the NCEO\, NBI\, and NACVA. \nSign Up Today URL:https://execfin.com/event/from-candidates-to-champions-crafting-successful-esops/ ATTACH;FMTTYPE=image/png:https://execfin.com/wp-content/uploads/2023/11/112823.png ORGANIZER;CN="Ben Schultz":MAILTO:bschultz@execfin.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=UTC:20231024T110000 DTEND;TZID=UTC:20231024T120000 DTSTAMP:20260422T125557 CREATED:20231019T195404Z LAST-MODIFIED:20231019T195404Z UID:1668-1698145200-1698148800@execfin.com SUMMARY:EFS ESOP Webinar: Maximizing ESOP Benefits: Exploring Advanced Strategies and Opportunities DESCRIPTION:You understand the basics of an ESOP but now you want to take a deeper dive into the details\, in order to maximize the available benefits. Topics include: \nWarrants \nStock Appreciation Rights \nSelling a minority percentage of stock \nConsider joining us to hear more about maximizing the ESOP benefits. URL:https://execfin.com/event/efs-esop-webinar-maximizing-esop-benefits-exploring-advanced-strategies-and-opportunities/ CATEGORIES:Webinar ORGANIZER;CN="Ben Schultz":MAILTO:bschultz@execfin.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20231024T110000 DTEND;TZID=America/Chicago:20231024T120000 DTSTAMP:20260422T125557 CREATED:20230929T184417Z LAST-MODIFIED:20230929T184758Z UID:1660-1698145200-1698148800@execfin.com SUMMARY:Maximizing EOSP Benefits: Exploring Advanced Strategies and Opportunities Oct 2023 DESCRIPTION:‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nREGISTER HERE \n \n\n\n\n\n\n\n\n\n\n\n\nEFS Webinar Series \n\n\n\n\nMaximizing EOSP Benefits: Exploring Advanced Strategies and Opportunities \n\n\n\n\n\n\n\n\n\n  \n\n\n\n\n\n\n\n \n\n\n\n\n KELLY O. FINNELL\, J.D.\, CLU\, AIF \nANDREW T. HOLMES\, J.D.\, LL.M.\, QKA \n\n\n\n\n\n\nYou understand the basics of an ESOP but now you want to take a deeper dive into the details\, in order to maximize the available benefits. Topics include: \nWarrants \nStock Appreciation Rights \nSelling a minority percentage of stock \nConsider joining us to hear more about maximizing the ESOP benefits. \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nOct 24 \nNoon-1 PM EST \n\n\n\n\n\n  \n\n\n\n\n\n\n\n\n\n  \n\n\n\n\n\n\n\nAn Employee Stock Ownership Plan (ESOP) is a popular strategy for ownership succession planning that takes advantage of the features listed above. This webinar addresses how a business owner can use an ESOP to provide him or her with liquidity and how a company can use an ESOP for tax planning purposes. \n\n\n\n\n\n\n  \nEFS ESOP Consultants\, LLC\, is a national ESOP consulting firm established in 1981 and based in Memphis\, Tennessee. \nESOPS are all we do. \n  \n\n\n\n\n\n\nREGISTER \n\n\n\n\n  \n\n\n\n  \n\n\n  URL:https://execfin.com/event/you-understand-the-basics-of-the-esop-but/ CATEGORIES:Webinar ATTACH;FMTTYPE=image/png:https://execfin.com/wp-content/uploads/2023/09/efs-webinar-oct-2023.png ORGANIZER;CN="Ben Schultz":MAILTO:bschultz@execfin.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=UTC:20230921T110000 DTEND;TZID=UTC:20230921T120000 DTSTAMP:20260422T125557 CREATED:20230824T164840Z LAST-MODIFIED:20230829T191608Z UID:1635-1695294000-1695297600@execfin.com SUMMARY:EFS Webinar: Unlocking Employee Ownership: ESOP Fundamentals DESCRIPTION:Register Here \nJoin us to hear about how a business owner can use an ESOP to provide him or her with liquidity and how a company can use an ESOP for tax planning purposes. \nWITH AN ESOP: \n•A business owner can sell his or her business on a tax-free basis and continue being active in the business after the sale\n•A company can receive a tax deduction for principal payments on a loan\n•A company can deduct the dividends that it pays on its stock\n•A for-profit company can operate as a tax-exempt entity \nJOIN OUR SPEAKERS: \nKelly O. Finnell\, J.D.\, CLU\, AIF® is one of the nation’s premier ESOP consultants\, having spent more than 40 years helping business owners design and execute ESOPs. Kelly is one of the most sought-after speakers about ESOPs\, with experience presenting at more than 300 conferences and meetings throughout the U.S. and abroad in London and Sydney. An accomplished writer\, Kelly wrote the preeminent ESOP book\, “The ESOP Coach: Using ESOPS in Ownership Succession Planning” in 2010 and this work remains the most comprehensive guide to ESOPs today. Kelly has also published dozens of articles on the use of ESOPs in Ownership Kelly is the president of Memphis-based EFS ESOP Consultants\, LLC \nAndrew T. Holmes\, LL.M.\, QKA has been with EFS ESOP Consultants\, LLC for thirteen years and currently serves as vice president and shareholder. Since joining EFS\, Andrew has assisted on numerous complex middle-market ESOP transactions. Andrew co-authored the article\, “Consider ESOPs as an Estate Plan Component for Business Owners\,” and “Consider ESOPs in Legacy Planning\,” in “Estate Planning” and received the Qualified 401(k) Administrator credential from ASPPA. He frequently conducts speaking engagements for the NCEO\, NBI\, and NACVA. \nFor more information about how an ESOP can help your company achieve your ownership succession planning goals\, please contact me at kfin@execfin.com or 901.259.7979. URL:https://execfin.com/event/efs-webinar-unlocking-employee-ownership-esop-fundamentals/ CATEGORIES:Webinar ATTACH;FMTTYPE=image/png:https://execfin.com/wp-content/uploads/2023/08/September-Webinar.png ORGANIZER;CN="Andrew Holmes":MAILTO:aholmes@execfin.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=UTC:20230824T110000 DTEND;TZID=UTC:20230824T120000 DTSTAMP:20260422T125557 CREATED:20230731T171648Z LAST-MODIFIED:20230731T171841Z UID:1619-1692874800-1692878400@execfin.com SUMMARY:Insider ESOP Transactions: Unveiling the Fine Print DESCRIPTION:Register for this webinar here. \nESOP transactions are usually described in very general terms\, when often a specific detailed example is more helpful. This webinar will articulate the specific processes of an ESOP transaction. \nThis webinar explores: \n• ESOP transaction journey: Understand the process from start to finish.\n• Client analysis: Assess ESOP feasibility for a business.\n• ESOP trustee team: Roles and responsibilities.\n• Negotiating transaction terms: Key factors and strategies.\n• Engaging employees as owners: Foster enthusiasm and commitment. URL:https://execfin.com/event/insider-esop-transactions-unveiling-the-fine-print/ CATEGORIES:Webinar ATTACH;FMTTYPE=image/png:https://execfin.com/wp-content/uploads/2023/07/August-Webinar-Flyer.png ORGANIZER;CN="Ben Schultz":MAILTO:bschultz@execfin.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20230627T110000 DTEND;TZID=America/Chicago:20230627T123000 DTSTAMP:20260422T125557 CREATED:20230518T103756Z LAST-MODIFIED:20230518T103756Z UID:1222-1687863600-1687869000@execfin.com SUMMARY:AI Revolution in Professional Services Webinar: Exploring Opportunities & Ethical Considerations DESCRIPTION:Register for the webinar here. \nJoin EFS’ team and Professor Laura Miller\, an AI and Ethics Specialist\, for a thought-provoking webinar that dives into the groundbreaking world of Artificial Intelligence (AI) and its profound impact on the fields of finance\, law\, and banking. This webinar will provide valuable insights on leveraging AI to deliver exceptional value to clients\, consider the ethical implications for AI in the future\, and explore the potential financial risks of AI that should be considered prior to purchasing a company. \nThis webinar will also explore:\n• The ways AI can be utilized in a professional practice through real-life examples that demonstrate how AI-driven tools can streamline workflows\, enhance accuracy\, and increase efficiency in one’s day-to-day operations\n• The ethical considerations associated with AI adoption\, addressing important topics such as data privacy\, security\, and transparency\n• The broader implications of AI on industries and practices\, examining how AI is reshaping traditional business models and creating new opportunities. \nWith this webinar\, attendees can gain a comprehensive understanding of the role of AI in shaping the future of professional services and learn how to adapt and thrive in the evolving landscape. Attendees will also have the opportunity to submit their questions in advance of the webinar to be discussed live during the webinar by the webinar panelists. \nSPEAKERS:\n• Kelly Finnell\, Founder and President\, Executive Financial Services\n• Laura Miller\, Philosophy Instructor\, Webster University & Director of Ethics & AI\, Shadow.AI\n• Andrew Holmes\, Vice President\, Executive Financial Services\n• Molly Coyne\, Vice President for Client Engagement\, Executive Financial Services\n• Andrew Holmes\, Vice President\, Executive Financial Services\n• Ben Schultz\, Senior Analyst\, Executive Financial Services URL:https://execfin.com/event/ai-revolution-in-professional-services-webinar-exploring-opportunities-ethical-considerations/ CATEGORIES:Webinar ORGANIZER;CN="Ben Schultz":MAILTO:bschultz@execfin.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20230515T150000 DTEND;TZID=America/Chicago:20230515T160000 DTSTAMP:20260422T125557 CREATED:20230428T171923Z LAST-MODIFIED:20230428T171923Z UID:1178-1684162800-1684166400@execfin.com SUMMARY:Lessons Learned from ESOP Implementation: Strategies for Success DESCRIPTION:Register here for the webinar!\nJoin Executive Financial Services’ team of experts\, with 40+ years of experience\, as we share invaluable insights on what makes a successful ESOP transaction through compelling case studies. You’ll learn: \n\nHow to identify the positive and negative characteristics of ESOP candidates\nAbout the crucial roles that professionals play in these transactions\nHow examining some of EFS’ recent transactions can better inform your own considerations\n\nWe’ll take you through the typical ESOP transaction timeline\, equipping you with the tools and knowledge to navigate the process with confidence. We look forward to having you join us! \nJOIN OUR SPEAKERS:\nKelly O. Finnell\, J.D.\, CLU\, AIF® is one of the nation’s premier ESOP consultants\, having spent more than 40 years helping business owners design and execute ESOPs. Kelly is one of the most sought-after speakers about ESOPs\, with experience presenting at more than 300 conferences and meetings throughout the U.S. and abroad in London and Sydney. An accomplished writer\, Kelly wrote the preeminent ESOP book\, “The ESOP Coach: Using ESOPS in Ownership Succession Planning” in 2010 and this work remains the most comprehensive guide to ESOPs today. Kelly has also published dozens of articles on the use of ESOPs in Ownership Kelly is the president of Memphis-based EFS ESOP Consultants\, LLC \nAndrew T. Holmes\, LL.M.\, QKA has been with EFS ESOP Consultants\, LLC for thirteen years and currently serves as vice president and shareholder. Since joining EFS\, Andrew has assisted on numerous complex middle-market ESOP transactions. Andrew co-authored the article\, “Consider ESOPs as an Estate Plan Component for Business Owners\,” and “Consider ESOPs in Legacy Planning\,” in “Estate Planning” and received the Qualified 401(k) Administrator credential from ASPPA. He frequently conducts speaking engagements for the NCEO\, NBI\, and NACVA. \n  URL:https://execfin.com/event/lessons-learned-from-esop-implementation-strategies-for-success/ CATEGORIES:Webinar ORGANIZER;CN="Ben Schultz":MAILTO:bschultz@execfin.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20230420T110000 DTEND;TZID=America/Chicago:20230420T120000 DTSTAMP:20260422T125557 CREATED:20230412T091421Z LAST-MODIFIED:20230412T091421Z UID:1139-1681988400-1681992000@execfin.com SUMMARY:ESOPS 2.0: Maximizing the Benefits of a Transaction DESCRIPTION:Sign up here! \nSelling a company to an Employee Stock Ownership Plan (ESOP) offers business owners a tax-efficient ownership succession planning strategy. This webinar goes beyond a basic explanation of ESOPs to detail advanced ESOP transaction considerations including: \n• How a company’s employees can utilize their 401(k) assets to help finance an ESOP transaction\n• How warrants are used in ESOP transactions to enhance a business owner’s return\n• The impact of a stock appreciation rights plan on the company’s successor management team\n• How to use convertible preferred stock to neutralize valuation discounts \nJOIN OUR SPEAKERS: \nKelly O. Finnell\, J.D.\, CLU\, AIF® is one of the nation’s premier ESOP consultants\, having spent more than 40 years helping business owners design and execute ESOPs. Kelly is one of the most sought-after speakers about ESOPs\, with experience presenting at more than 300 conferences and meetings throughout the U.S. and abroad in London and Sydney. An accomplished writer\, Kelly wrote the preeminent ESOP book\, “The ESOP Coach: Using ESOPS in Ownership Succession Planning” in 2010 and this work remains the most comprehensive guide to ESOPs today. Kelly has also published dozens of articles on the use of ESOPs in Ownership Kelly is the president of Memphis-based EFS ESOP Consultants\, LLC \nAndrew T. Holmes\, LL.M.\, QKA has been with EFS ESOP Consultants\, LLC for thirteen years and currently serves as vice president and shareholder. Since joining EFS\, Andrew has assisted on numerous complex middle-market ESOP transactions. Andrew co-authored the article\, “Consider ESOPs as an Estate Plan Component for Business Owners\,” and “Consider ESOPs in Legacy Planning\,” in “Estate Planning” and received the Qualified 401(k) Administrator credential from ASPPA. He frequently conducts speaking engagements for the NCEO\, NBI\, and NACVA. URL:https://execfin.com/event/esops-2-0-maximizing-the-benefits-of-a-transaction/ CATEGORIES:Webinar ORGANIZER;CN="Andrew Holmes":MAILTO:aholmes@execfin.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20230328T110000 DTEND;TZID=America/Chicago:20230328T120000 DTSTAMP:20260422T125557 CREATED:20230310T112608Z LAST-MODIFIED:20230310T112608Z UID:1084-1680001200-1680004800@execfin.com SUMMARY:ESOPs in Ownership Transition: An EFS Webinar DESCRIPTION:Sign up \nJoin us to hear about how a business owner can use an ESOP to provide him or her with liquidity and how a company can use an ESOP for tax planning purposes. \nWITH AN ESOP: \n•A business owner can sell his or her business on a tax-free basis and continue being active in the business after the sale\n•A company can receive a tax deduction for principal payments on a loan\n•A company can deduct the dividends that it pays on its stock\n•A for-profit company can operate as a tax-exempt entity \nJOIN OUR SPEAKERS: \nKelly O. Finnell\, J.D.\, CLU\, AIF® is one of the nation’s premier ESOP consultants\, having spent more than 40 years helping business owners design and execute ESOPs. Kelly is one of the most sought-after speakers about ESOPs\, with experience presenting at more than 300 conferences and meetings throughout the U.S. and abroad in London and Sydney. An accomplished writer\, Kelly wrote the preeminent ESOP book\, “The ESOP Coach: Using ESOPS in Ownership Succession Planning” in 2010 and this work remains the most comprehensive guide to ESOPs today. Kelly has also published dozens of articles on the use of ESOPs in Ownership Kelly is the president of Memphis-based EFS ESOP Consultants\, LLC \nAndrew T. Holmes\, LL.M.\, QKA has been with EFS ESOP Consultants\, LLC for thirteen years and currently serves as vice president and shareholder. Since joining EFS\, Andrew has assisted on numerous complex middle-market ESOP transactions. Andrew co-authored the article\, “Consider ESOPs as an Estate Plan Component for Business Owners\,” and “Consider ESOPs in Legacy Planning\,” in “Estate Planning” and received the Qualified 401(k) Administrator credential from ASPPA. He frequently conducts speaking engagements for the NCEO\, NBI\, and NACVA. \nFor more information about how an ESOP can help your company achieve your ownership succession planning goals\, please contact me at kfin@execfin.com or 901.259.7979. URL:https://execfin.com/event/esops-in-ownership-transition-an-efs-webinar/ CATEGORIES:Webinar END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20230323T073000 DTEND;TZID=America/New_York:20230323T093000 DTSTAMP:20260422T125557 CREATED:20230310T144623Z LAST-MODIFIED:20230310T144623Z UID:1108-1679556600-1679563800@execfin.com SUMMARY:The Anatomy of an ESOP at The New South Chapter of The ESOP Association meeting DESCRIPTION:Join us in Atlanta\nKelly Finnell will be co-presenting\, “The Anatomy of an ESOP” at the upcoming meeting of The New South Chapter of The ESOP Association on March 23. \nI’ll be speaking with Tim Hillegass\, Michael Miller\, CEBS Miller\, CEBS\, and Sean Sullivan about all facets of an ESOP transaction from start to finish. \nIf you’re in the Atlanta area\, consider joining us for this comprehensive overview of the ESOP process. URL:https://execfin.com/event/the-anatomy-of-an-esop-at-the-new-south-chapter-of-the-esop-association-meeting/ LOCATION:Atlanta Marriott Northwest at Galleria\, 200 Interstate North Parkway SE\, Atlanta\, GA\, 30339\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20230112T110000 DTEND;TZID=America/Chicago:20230112T120000 DTSTAMP:20260422T125557 CREATED:20221221T103934Z LAST-MODIFIED:20221221T103934Z UID:877-1673521200-1673524800@execfin.com SUMMARY:EFS ESOP Webinar: For Business Owners Who Want It All... DESCRIPTION:Click to view this email in a browser \n\n\n\n\n\n\n\n\n\n\n\n\nFor Business Owners Who Want It All When Selling Their Company  \n\n\n\n\nJanuary 12\, 2023 \n\nNoon – 1:00 EDT \n\n\n\n\n\n\n\n\n\n\n\n\n\n  \n\nJoin us for our Upcoming Webinar \n\n\n\n\n\n\n\n\n\n\n\nYou’re Invited to join us on Jan. 12\, 2023 for the next EFS ESOP Consultants\, LLC (EFS) Webinar \n\n\n\n\n\n\n\n\n\n\n \n\n\n\n\n\nFor Business Owners Who Want It All When Selling Their Company\n \n\nThursday\, January 12\, 2023\, Noon – 1:00 EDT \n\n\n\n\n\n\n \n\n\n\n\n\n\n\n\n\n\nFor some business owners their only goals when selling their company are to maximize the sales price and cash at close\, and then “go to the beach.”  \n  \nHowever\, many business owners are interested in more. They want it all! They want to maximize price\, preserve the legacy their company represents\, protect and reward the employees who have helped them build the company\, and minimize taxes for themselves and the company. \n  \nIn this webinar we will discuss: \n\nHow business owners can sell their company tax-free using Internal Revenue Code sections 1042 and 1014(a).\nHow employees can become owners of the company and have the company operate as a tax-free entity (Internal Revenue Code sections 401 and 501).\nHow employees’ jobs can be protected\, while dramatically increasing their future financial security.\nHow the selling owner can influence the company’s operations\, strategic vision\, and mentor the company’s successor management team.\n\n\n\n\nClick Here to Register \n\n\n\nKelly O. Finnell\, J.D.\, CLU\, AIF \nKelly Finnell is one of the nation’s premier ESOP consultants and one of the most sought after speakers on this subject. He has spoken at more than 300 conferences and meetings throughout the U.S. and London and Sydney. He has published 14 articles on the use of ESOPs in ownership succession planning and is the author of of one of the most highly-acclaimed books on the subject\, The ESOP Coach: Using ESOPs in Ownership Succession Planning. Kelly is the president of Memphis-based EFS ESOP Consultants\, LLC \n\n\nAndrew T. Holmes\, LL.M.\, QKA \nAndrew joined EFS ESOP Consultants\, LLC in 2010 and currently serves as vice president and shareholder. Since joining EFS\, Andrew has assisted on numerous complex middle-market ESOP transactions. Andrew co-authored the article\, “Consider ESOPs as an Estate Plan Component for Business Owners\,” and “Consider ESOPs in Legacy Planning\,” in Estate Planning and received the Qualified 401(k) Administrator credential from ASPPA. He frequently conducts speaking engagements for the NCEO\, NBI\, and NACVA. \n  \n\n\nMore on EFS ESOP Consultants\, LLC \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n \nEFS ESOP Consultants\, LLC\, is a national ESOP consulting firm established in 1981 and based in Memphis\, Tennessee. Its ESOP services include: \n\n  \n\n• Feasibility Studies \n\n\n• Plan Design \n\n\n• Transaction/Financing Design \n\n\n• Employee Communication \n\n\n• Repurchase Obligation Planning \n\n\n• “Mature” ESOP Planning \n\n\n\n  \n\n\n  \n\n\n  \n\n\n  \n\n\n  \n\n\n  \n\n\n  \n\n\n  \n\n\n  \n\n  \n\n\n\n\n\n\n\n\n\nFor more information about how an ESOP can help your company achieve your ownership succession planning goals\, please contact me at kfin@execfin.com or 901.259.7979. \n\n\n  \n  \nDate: \nThursday\, January 12\, 2023 \nNoon-1:00 EDT \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n(901) 259-7979 \nkfin@execfin.com \n\nwww.execfin.com \n\n\nwww.esopcoach.com URL:https://execfin.com/event/efs-webinar/ LOCATION:gotowebinar\, https://attendee.gotowebinar.com/register/3644117300295921936 CATEGORIES:Webinar END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20220920T110000 DTEND;TZID=America/Chicago:20220920T110000 DTSTAMP:20260422T125557 CREATED:20220829T145928Z LAST-MODIFIED:20220829T145928Z UID:839-1663671600-1663671600@execfin.com SUMMARY:Free ESOP Webinar: ESOPs: Advanced Considerations - 9.20.22 DESCRIPTION:https://attendee.gotowebinar.com/register/5135700491507488779 URL:https://execfin.com/event/free-esop-webinar-esops-advanced-considerations-9-20-22/ END:VEVENT BEGIN:VEVENT DTSTART;TZID=UTC:20210615T110000 DTEND;TZID=UTC:20210615T120000 DTSTAMP:20260422T125557 CREATED:20210730T004844Z LAST-MODIFIED:20210730T004844Z UID:737-1623754800-1623758400@execfin.com SUMMARY:ESOP Activity Update DESCRIPTION:ESOP activity continued to boom in 2020 and there are many factors in play that could cause the boom to accelerate in 2021 and beyond. In this new EFS webinar we will discuss the increased awareness of ESOPs among business owners and their advisors\, the factors that will cause ESOP activity to accelerate\, key financial metrics for ESOP transactions\, and the key characteristics of a company and a business owner that make for good ESOP candidates. \nESOP Activity Update \nTuesday\, June 15\, 2021\, Noon – 1:00 ET URL:https://execfin.com/event/esop-activity-update/ LOCATION:gotowebinar\, https://attendee.gotowebinar.com/register/3644117300295921936 END:VEVENT BEGIN:VEVENT DTSTART;TZID=UTC:20210316T110000 DTEND;TZID=UTC:20210316T120000 DTSTAMP:20260422T125557 CREATED:20210730T004748Z LAST-MODIFIED:20210730T004748Z UID:735-1615892400-1615896000@execfin.com SUMMARY:ESOPs: Lessons Learned DESCRIPTION:You’re Invited to join us on March 16\, 2021 for the next Executive Financial Services Webinar\n\n\n\n\n\n\n\n\n\n\n\nESOPs: Lessons Learned \nTuesday\, March 16\, 2021\, Noon – 1:00 ET\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nWhat Julius Caesar said more than 2000 years ago is still true today: “Experience is the teacher of all things.” In this webinar\, we will share some key lessons learned from our 35+ years of ESOP experience through case studies. We will discuss positive and negative characteristics of ESOP candidates by examining some recent transactions\, the roles of the professionals involved in the transactions\, and the typical ESOP transaction timeline.\n\n\n\nClick Here to Register URL:https://execfin.com/event/esops-lessons-learned/ END:VEVENT BEGIN:VEVENT DTSTART;TZID=UTC:20210216T110000 DTEND;TZID=UTC:20210216T120000 DTSTAMP:20260422T125557 CREATED:20210730T004641Z LAST-MODIFIED:20210730T004641Z UID:733-1613473200-1613476800@execfin.com SUMMARY:ESOPs: Advanced Considerations DESCRIPTION:  \n\n\n\n\n\n\n\n\n\nClick to view this email in a browser \n\n\n\n\n\n\n\n\n\n\nESOPs: Advanced Considerations \n\n\n\n\nFebruary 16\, 2021 \nNoon – 1:00 ET\n\n\n\n\n\n\n\n\n\n\n \nJoin us for our Upcoming Webinar \n\n\n\n\n\n\n\n\n\n\nYou’re Invited to join us on February 16\, 2021 for the next Executive Financial Services Webinar \n\n\n\n\n\n\n\n\n\n\n\n\n\nESOPs: Advanced Considerations \nTuesday\, February 16\, 2021\, Noon – 1:00 ET\n\n\n\n\n\n\n\n\n\n\n\n\n\nSelling a company to an Employee Stock Ownership Plan (ESOP) provides a business owner with a tax-efficient ownership succession planning strategy. This webinar will go beyond the ESOP basics to discuss advanced ESOP considerations. The speakers discuss how a Company’s employees can utilize their 401(k) assets to help finance an ESOP transaction\, how warrants are used in ESOP transactions to enhance a business owner’s return\, and the impact of a Stock Appreciation Rights Plan on the company’s successor management team. The speakers will also demonstrate how to use convertible preferred stock to neutralize valuation discounts. Finally\, they will address some “Hot Button” issues in the current ESOP environment. \n\n\nClick Here to Register\n\n\n\nKelly O. Finnell\, J.D.\, CLU\, AIF \n\nKelly Finnell is one of the nation’s premier ESOP consultants and one of the most sought after speakers on this subject. He has spoken at more than 300 conferences and meetings throughout the U.S. and London and Sydney. He has published 14 articles on the use of ESOPs in ownership succession planning and is the author of of one of the most highly-acclaimed books on the subject\, The ESOP Coach: Using ESOPs in Ownership Succession Planning. Kelly is the president of Memphis-based EFS ESOP Consultants\, LLC \n\n  \n\n\nAndrew T. Holmes\, LL.M.\, QKA \n\nAndrew joined EFS ESOP Consultants\, LLC in 2010 and currently serves as vice president and shareholder. Since joining EFS\, Andrew has assisted on numerous complex middle-market ESOP transactions. Andrew co-authored the article\, “Consider ESOPs as an Estate Plan Component for Business Owners\,” and “Consider ESOPs in Legacy Planning\,” in Estate Planning and received the Qualified 401(k) Administrator credential from ASPPA. He frequently conducts speaking engagements for the NCEO\, NBI\, and NACVA. \n\n  \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nEFS ESOP Consultants\, LLC (EFS)\, is a national ESOP consulting firm established in 1981 and based in Memphis\, Tennessee. Its ESOP services include: \n\n  \n• Feasibility Studies\n• Plan Design\n• Transaction/Financing Design\n• Employee Communication\n• Repurchase Obligation Planning\n• “Mature” ESOP Planning\n\n\n\n\n\n\n\n\n\n\nFor more information about how an ESOP can help your company achieve your ownership succession planning goals\, please contact me at kfin@execfin.com or 901.259.7979.\n\n\n\n\nDate:\nTuesday\, Feb 16\, 2021\nNoon-1:00 ET\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nTel: (901) 259-7979\nEmail: kfin@execfin.com \nwww.execfin.com\nwww.esopcoach.com\n\n\n\n\n\n\n\n\n\n\n  URL:https://execfin.com/event/esops-advanced-considerations-2/ LOCATION:gotowebinar\, https://attendee.gotowebinar.com/register/3644117300295921936 END:VEVENT BEGIN:VEVENT DTSTART;TZID=UTC:20210112T110000 DTEND;TZID=UTC:20210112T120000 DTSTAMP:20260422T125557 CREATED:20210730T004504Z LAST-MODIFIED:20210730T004504Z UID:729-1610449200-1610452800@execfin.com SUMMARY:ESOPs in Ownership Transition DESCRIPTION:Did you know: \n\nThat a business owner can sell his or her business on a tax-free basis and continue to be active in the business after the sale?\nThat a company can receive a tax deduction for principal payments on a loan?\nThat a company can deduct the dividends that it pays on its stock?\nThat a for-profit company can operate as a tax-exempt entity?\n\nAn Employee Stock Ownership Plan (ESOP) is a popular strategy for ownership succession planning that takes advantage of the features listed above. This webinar addresses how a business owner can use an ESOP to provide him or her with liquidity and how a company can use an ESOP for tax planning purposes. After this webinar\, attendees will be able to: \n\nDiscuss ESOPs and explain how they work\nIdentify the tax advantages that an ESOP provides to a business owner and a sponsoring company\nDemonstrate how an ESOP provides competitive valuation and efficient financing\nRecognize how an ESOP aligns the interests of a business owner and the employees of a company\n\nClick Here to Register URL:https://execfin.com/event/esops-in-ownership-transition-2/ END:VEVENT BEGIN:VEVENT DTSTART;TZID=UTC:20200916T110000 DTEND;TZID=UTC:20200916T120000 DTSTAMP:20260422T125557 CREATED:20210730T004305Z LAST-MODIFIED:20210730T004305Z UID:727-1600254000-1600257600@execfin.com SUMMARY:Webinar: Consider an ESOP\, If... DESCRIPTION:Many business owners think their only liquidity opportunity is a sale to private equity or to a competitor. Employee stock ownership plans (ESOPs) provide an alternative liquidity strategy that allow owners to receive full value\, on a tax-advantaged basis\, while rewarding employees and protecting their jobs. In this webinar\, which is new to our webinar series\, you will learn how to identify when an ESOP may be an appropriate planning strategy. \nClick Here to Register \nKelly O. Finnell\, J.D.\, CLU\, AIF \nKelly Finnell is one of the nation’s premier ESOP consultants and one of the most sought after speakers on this subject. He has spoken at more than 300 conferences and meetings throughout the U.S. and London and Sydney. He has published 14 articles on the use of ESOPs in ownership succession planning and is the author of of one of the most highly-acclaimed books on the subject\, The ESOP Coach: Using ESOPs in Ownership Succession Planning. Kelly is the president of Memphis-based EFS ESOP Consultants\, LLC \nAndrew T. Holmes\, LL.M.\, QKA \nAndrew joined EFS ESOP Consultants\, LLC in 2010 and currently serves as vice president and shareholder. Since joining EFS\, Andrew has assisted on numerous complex middle-market ESOP transactions. Andrew has co-authored the article\, “Consider ESOPs as an Estate Plan Component for Business Owners\,” and “Consider ESOPs in Legacy Planning\,” in Estate Planning and received the Qualified 401(k) Administrator credential from ASPPA. He frequently conducts speaking engagements for the NCEO\, NBI\, and NACVA. URL:https://execfin.com/event/webinar-consider-an-esop-if/ END:VEVENT BEGIN:VEVENT DTSTART;TZID=UTC:20200811T110000 DTEND;TZID=UTC:20200811T120000 DTSTAMP:20260422T125557 CREATED:20210730T003937Z LAST-MODIFIED:20210730T003937Z UID:723-1597143600-1597147200@execfin.com SUMMARY:Webinar - ESOPs: Lessons Learned DESCRIPTION:What Julius Caesar said more than 2000 years ago is still true today: “Experience is the teacher of all things.” In this webinar\, we will share some key lessons learned from our 35 years of ESOP experience through case studies. We will discuss positive and negative characteristics of ESOP candidates by examining some recent transactions\, the roles of the professionals involved in the transactions\, and the typical ESOP transaction timeline. \nRegister Here URL:https://execfin.com/event/webinar-esops-lessons-learned/ END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20200716T110000 DTEND;TZID=America/New_York:20200716T120000 DTSTAMP:20260422T125557 CREATED:20200616T162018Z LAST-MODIFIED:20200616T162018Z UID:668-1594897200-1594900800@execfin.com SUMMARY:ESOPs: Advanced Considerations DESCRIPTION:You’re Invited to join us on July 16\, 2020 for the next Executive Financial Services Webinar \nSelling a company to an Employee Stock Ownership Plan (ESOP) provides a business owner with a tax-efficient ownership succession planning strategy. This webinar will go beyond the ESOP basics to discuss advanced ESOP considerations. The speakers discuss how a Company’s employees can utilize their 401(k) assets to help finance an ESOP transaction\, how warrants are used in ESOP transactions to enhance a business owner’s return\, and the impact of a Stock Appreciation Rights Plan on the company’s successor management team. The speakers will also demonstrate how to use convertible preferred stock to neutralize valuation discounts. Finally\, they will address some “Hot Button” issues in the current ESOP environment. \nClick Here to Register \n  URL:https://execfin.com/event/esops-advanced-considerations/ END:VEVENT BEGIN:VEVENT DTSTART;TZID=UTC:20200609T120000 DTEND;TZID=UTC:20200609T130000 DTSTAMP:20260422T125557 CREATED:20200513T174641Z LAST-MODIFIED:20200513T174641Z UID:332-1591704000-1591707600@execfin.com SUMMARY:ESOPs in Ownership Transition DESCRIPTION:Join us for our Upcoming Webinar\nYou’re Invited to join us on June 9\, 2020 for the next EFS ESOP Consultants\, LLC (EFS) Webinar \nESOPs in Ownership Transition\nTuesday\, June 9\, 2020\, Noon – 1:00 ET \nDid you know: \n\nThat a business owner can sell his or her business on a tax-free basis and continue to be active in the business after the sale?\nThat a company can receive a tax deduction for principal payments on a loan?\nThat a company can deduct the dividends that it pays on its stock?\nThat a for-profit company can operate as a tax-exempt entity?\n\nAn Employee Stock Ownership Plan (ESOP) is a popular strategy for ownership succession planning that takes advantage of the features listed above. This webinar addresses how a business owner can use an ESOP to provide him or her with liquidity and how a company can use an ESOP for tax planning purposes. After this webinar\, attendees will be able to: \n\nDiscuss ESOPs and explain how they work\nIdentify the tax advantages that an ESOP provides to a business owner and a sponsoring company\nDemonstrate how an ESOP provides competitive valuation and efficient financing\nRecognize how an ESOP aligns the interests of a business owner and the employees of a company\n\n\nClick Here to Register URL:https://execfin.com/event/esops-in-ownership-transition/ CATEGORIES:Webinar END:VEVENT END:VCALENDAR