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EBP2135
Demystifying Employee Stock Ownership Plans
Date
May 4, 2021
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: AICPA & CIMA Employee Benefit Plans Conference 2021
The objective of this session will be to provide insights into the unique aspects related to auditing privately held employee stock ownership plans (ESOPs). Topics to be covered include an ESOP overview, risk assessment considerations, key ESOP accounts and transactions audit considerations, stock valuation matters, and pointers on interacting with ESOP third party providers.
As this is an intermediate session, attendees should have a basic understanding of private company employee stock ownership plans.
As this is an intermediate session, attendees should have a basic understanding of private company employee stock ownership plans.
Learning Objectives
- Outline ESOP risk assessment considerations
- Identify approaches to auditing ESOP accounts and transactions
- Describe key matters to consider related to the valuation of company stock
- Provide tips on how to effectively interact with third party service providers
Speakers
Jennifer Allen, CPA
Partner, Crowe LLP
Steve Nelson, ASA
Managing Director, Chartwell Financial Advisory
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