Introduction to Employee Ownership for Advisors

FACULTY: Alison Lingane

$59

1 hour CPE

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Flexible schedule

Any time, self-paced

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Build toward your CEOA designation

Employee ownership is growing

Employee ownership is no longer a niche idea—it’s a proven path for business continuity, wealth-building, and legacy preservation. This course introduces the three major EO models—ESOPs, worker cooperatives, and EOTs—while preparing you to advise clients on their benefits, tradeoffs, and transition processes.

Part of the Certified Employee Ownership Advisor program, this course lays the foundation for your expertise in employee ownership. You’ll see how EO addresses today’s succession crisis by keeping businesses locally owned and thriving, and you’ll define your role as a Certified Employee Ownership Advisor who can guide clients through critical decisions.

Learning objectives

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

Differentiate between different forms of broad-based employee ownership
Understand the role of the employee ownership advisor
Explain the benefits and challenges of employee ownership

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.

Alison Lingane

Founder and CEO of Ownership Capital Lab

A serial social entrepreneur, Alison has dedicated her career to leveraging business as a force for good. She is a nationally recognized employee ownership expert, having co-founded Project Equity, a leader in the movement to harness employee ownership to maintain thriving local business communities, honor selling owners’ legacies, and address income and wealth inequality. Alison also founded the Employee Ownership Catalyst Fund, developed to address a critical bank financing gap for employee ownership transitions.

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.

Introduction to Employee Ownership has been approved for 1 hour(s) of continuing education (CE) credits by the Exit Planning Institute (EPI).

Introduction to Employee Ownership 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.

Introduction to Employee Ownership

$59

1 hour CPE

Flexible schedule

Get certified