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Self-Study: ExitPro Plus CEOA Module 4: Employee Ownership Trusts

Available Until

Self-Study

1.0 Credits

Member Price $50.00

Non-Member Price $59.00

Overview

This is the fourth module of the Certified Employee Ownership Advisor certificate program. At the end of this module, participants will be able to comprehend the structure, purpose, and key features of EOTs, evaluate the tax advantages and legal considerations associated with them, and analyze the governance and other important details of EOTs.

Designed For

 

Objectives

 

Leader(s):

Leader Bios

Courtney Kemp, Project Equity

Courtney is passionate about driving positive social, economic and environmental impact in local communities through supporting the operations of small businesses and social enterprises. Over the past five years as an impact investing and strategy consultant for nonprofits, foundations and private stakeholders, her work has spanned eight countries over four continents. Her experience has solidified her belief that shared prosperity powered by multi-sector solutions can positively impact underserved populations and the planet we all share. Courtney is based in the Pacific Northwest and is fluent in French. She holds a BA in Applied Political Economics from the University of Arizona, an MA in Policy from the Middlebury Institute of International Studies, and an MBA in Social Finance and Impact Management from Middlebury College. In her spare time, Courtney enjoys digging into a good book, exploring the outdoors, and traveling near and far.

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Non-Member Price $59.00

Member Price $50.00