Employee Ownership Training for Fractional CFOs

FACULTY: Dave Policano, Christine Rico

$59

2 hours CPE

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Flexible schedule

Any time, self-paced

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Build toward your CEOA designation

Guiding clients through complex ownership transitions

Employee ownership transitions introduce new financial, legal, and strategic demands for growing businesses. Fractional CFOs who understand these dynamics can play a pivotal role—helping clients model outcomes, manage risk, and maintain stability through change. With the right expertise, you can turn a complex transition into a disciplined, value-creating strategy.

This Certified Employee Ownership Advisor gateway course equips fractional CFOs to lead the financial side of employee ownership transitions with confidence. You’ll learn how to structure ownership plans, forecast financial impacts, ensure regulatory compliance, and provide strategic insights that support long-term business growth and resilience.

Learning objectives

By the end of this module, participants will be able to:

Understand the financial implications and strategies for employee ownership transitions
Develop expertise in structuring ownership plans tailored to client needs
Ensure compliance with relevant laws and regulations during the transition process
Provide strategic financial insights and forecasting to support business growth and stability

Faculty

Our faculty aren’t just educators—they’re leaders in the field, bringing decades of hands-on experience to help advisors translate knowledge into impact.

Dave Policano

Founder, Policano Consulting

Dave is a consulting CFO providing financial leadership, business operations, and strategic advisory services to nonprofits, social businesses and for-profits. He has more than 10 years of experience in investing, advisory, and operating roles leading teams, implementing solutions and offering insights to help companies grow and innovate.

Christine Rico

Founder & Consulting CFO, CFO on Speed Dial

Christine has 25 years of experience in business development, financial management and coaching to support business owners with critical financial decisions and building profit. She is a CFO who advises food companies on financial strategy and profit optimization while sharing in the delight of setting new food trends.

Continuing education

Upon successful completion of the course, participants will receive 2 hours CPE.

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Project Equity 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 web site: www.nasbaregistry.org.

Employee Ownership for Fractional CFOs has been approved for 2 hour(s) of continuing education (CE) credits by the Exit Planning Institute (EPI).

Employee Ownership for Fractional CFOs has been accepted by the Certified Financial Planner Board for continuing education credit. Upon successful completion of the program, 2 CE credit(s) will be granted by CFP Board.

Employee Ownership for Fractional CFOs

$59

2 hours CPE

Flexible schedule

Get certified