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Monday, August 11, 2025 Live Webcast

Exploring Employee Ownership for Business Growth and Succession (E2508234)

12:00 PM - 1:15 PM EDT
webcast

ON24

1.5 CPE Credits in SK
This event is part of MembershipLearn more

OVERVIEW

Are you a New Jersey business owner or advisor thinking about succession planning, retirement or exploring new ways to preserve your company’s legacy?

DESIGNED FOR

  • CPAs who advise business owners in exit planning strategies and have clients that are looking for unique succession planning options
  • Business owners or executives interested in transitioning to an employee stock ownership plan (ESOP)

BENEFITS

  • Understand the benefits that exist for current owners and workers under employee ownership structures.
  • Learn how New Jersey’s ESOP program alleviates some of the financial risk for companies that are seeking to transition to an ESOP.

HIGHLIGHTS

Speakers from the New Jersey Economic Development Authority (NJEDA) and Rutgers School of Management and Labor Relations will discuss the benefits of transitioning to an employee ownership structure and share information about a new assistance program for eligible New Jersey businesses interested in exploring ESOP options. Topics will include the following:
  • Information on the various forms of employee ownership
  • Employee ownership tax and liquidity benefits for transitioning owners
  • Tangible benefits for current employees under employee ownership structures
  • Information on the NJEDA ESOP Assistance Program

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTORS

William Castellano

William Castellano

Associate Director

Rutgers Institute for the Study of Employee Ownership and Profit Sharing

Dr. Bill Castellano is Professor of Strategic HR Management at Rutgers University School of Management and Labor Relations and is the Executive Director for the Center for Employee Ownership and a Fellow at Rutgers Institute for the Study of Employee Ownership and Profit Sharing. He also serves as a board member of the Global Equity Organization. Bill is the former Associate Dean of External Engagement and Executive and Professional Education and former Director of the Center for HR Strategy. His research, teaching, and consulting activities are focused on understanding the impact of employee ownership and equity compensation strategies on individual and organizational outcomes, employee engagement, and the effective management of human capital.

Brianna Hill

Brianna Hill

Team Lead – Economic Equity

New Jersey Economic Development Authority

Adria Scharf

Adria Scharf, Ph.D.

Associate Director

Rutgers Institute for the Study of Employee Ownership and Profit Sharing

PRICING

$0.00 - Member*

$88.00 - Nonmember

* This event is part of Membership+, an exclusive benefit of NJCPA membership.

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