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Thought Leadership

Speaker, "ESOP Distribution Policy 101: An Introductory Guide," 2023 TEA Employee Owned Conference

Speaking Engagements

Jordan Bergkamp will present, “ESOP Distribution Policy 101: An Introductory Guide," at the 2023 TEA Employee Owned Conference in Las Vegas on Thursday, November 9, 2023.

Embark on a journey to the heart of ESOP distributions. This session is tailored for those new to the concept, providing a basic understanding of provisions related to timing, method, and form, and how those are incorporated into a distribution policy. The session discussion will also shed light on the various factors and best practices in creating the distribution policy. 

Learning Objectives:

  • Understand the fundamental concepts of ESOP distribution timing & method. 
  • Recognize the primary considerations & factors influencing distribution policies. 
  • Apply and gain confidence with decisions related to ESOP distributions in your organization.

For more information, visit the event website