From Repurchase Obligation to Sustainability: Building an ESOP Strategy

This session will help guide senior leaders and board members in determining whether a Repurchase Obligation Study or a Sustainability Analysis is the right tool for developing a long-term funding plan for their ESOP. Repurchase obligation studies provide valuable visibility into future ESOP share repurchase and trust activity, but they represent only one part of long-term planning. Presenters, Nick Viner and Alex Grasser, will examine how sustainability analysis builds on repurchase obligation forecasting to evaluate the broader financial dynamics that influence ESOP’s financial, governance and culture viability over time.

After the live webinar, a recording link will be emailed to all who registered.