Plan Sponsor ESOP Accounting – Advanced Sponsor Topics
August 4, 2025Join us for an informative webinar as we discuss how warrants and management incentive plans are most commonly used in employee stock ownership plan (ESOP) transactions. We’ll delve into the accounting methodology and explain the difference between liability and equity methods. In addition, we’ll explore other accounting considerations in ESOP transactions, such as push-down accounting and footnote disclosures.
Learning Objectives
Upon completion of this program, participants will be able to:
- Distinguish between debt and equity instruments.
- Discuss how to properly disclose and account for debt and equity instruments in financial statements.
- Explain the applicability of push-down accounting for ESOP transactions.
CPE Information
1.00 CPE Credit (pending approval)
One CPE credit (pending approval) in the Accounting field of study may be awarded upon verification of participant attendance, during live broadcast.
Who’s This For
CEOs, CFOs, controllers, and bankers.
Prerequisites
None
Delivery Method
Group internet-based. Each attendee must be logged in and answer the poll questions in order to receive CPE credit.
Refund Policy
There is no fee associated with this event.
Program Level
Basic
Advanced Preparation
None
If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at [email protected].
Forvis Mazars, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.