Business Literacy for ESOP Understanding

Wednesday, April 26, 2023

11:00 AM – 12:00 PM CST

Location: 2207

CE Hours 1

CE Type: CPE

Speaker(s)

Dan R. Markowitz, CPA
Partner/ESOP Practice Lead
Boulay PLLP
Eden Prairie, MN, United States
Scott D. Miller, CPA/ABV (he/him/his)
President
Enterprise Opportunities, LLC
Pewaukee, WI, United States
Susan Kildahl
CFO
NHS Northstar
Adam Chelstrom

Business has its own language, and knowing the basics, no matter what your role at the company, can help you better understand what drives the success of your company -- and your ESOP account. The session is designed to help your key business terms and concepts, so you can analyze and present ideas to make your company the best it can be.

Learning Objectives:

1. Learn core business vocabulary and concepts that are relevant to employee-owners
See how these concepts apply to your personal life and to your company
Gain ideas for how to effectively communicate business ideas using the language of business