EOT Training for Business Advisors

FACULTY: Courtney Kemp

$59

1 hour CPE

Course is not yet rated

Flexible schedule

Any time, self-paced

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Build toward your CEOA designation

Help your clients build sustainable companies

EOTs are emerging as one of the most adaptable, sustainable ownership models available. In this Certified Employee Ownership Advisor program course, you’ll learn how EOTs use trust structures to safeguard a company’s mission and preserve long-term independence, while still rewarding employees.

You will explore governance models, profit-sharing mechanisms, and when EOTs make more sense than ESOPs or cooperatives. For advisors, mastering EOTs means staying ahead of the curve with an option increasingly favored for mission-driven succession planning.

Learning objectives

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

Comprehend the structure, purpose, and key features of EOTs
Evaluate the tax advantages and legal considerations associated with EOTs
Analyze the governance and key operational details of EOTs

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.

Courtney Kemp

Senior Client Services Manager

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.

Continuing education

Upon successful completion of the course, participants will receive 1 hour 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 Trusts has been approved for 1 hour(s) of continuing education (CE) credits by the Exit Planning Institute (EPI).

Employee Ownership Trusts has been accepted by the Certified Financial Planner Board for continuing education credit. Upon successful completion of the program, 1 CE credit(s) will be granted by CFP Board.

Employee Ownership Trusts

$59

1 hour CPE

Flexible schedule

Get certified