Course curriculum
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1
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Course Introduction
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Topic 1 Introduction
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1a - What is Employee Ownership?
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1a Review - What is Employee Ownership?
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1a Quiz - What is Employee Ownership?
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1b - Why Employee Owned?
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1b Review - Why Employee Owned?
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1b Quiz - Why Employee Owned?
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1c - Demographic Needs
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1c Review - Demographic Needs
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1c Quiz - Demographic Needs
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1d - Employee Ownership Compared with Other Exit Strategies
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1d Review - Employee Ownership Compared with Other Exit Strategies
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1d Quiz - Employee Ownership Compared with Exit Strategies
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2
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Topic 2 Introduction
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2a - Employee Stock Ownership Plan
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2a Review - Employee Stock Ownership Plan
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2a Quiz - Employee Stock Ownership Plan
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2b - Employee Ownership Trust
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2b Review - Employee Ownership Trust
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2b Quiz - Employee Ownership Trusts
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2c - Worker Cooperatives
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2c Review - Worker Cooperatives
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2c Quiz - Worker Cooperatives
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Topic 2 Review
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3
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Topic 3 Introduction
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3a - Readiness Factors
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3a Review - Readiness Factors
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3a Quiz - Readiness Factors
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3b - Financial Feasibility
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3b Review - Financial Feasibility
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3b Quiz - Financial Feasibility
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3c - Participatory Management
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3c Review - Participatory Management
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3c Quiz - Participatory Management
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4
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Topic 4 Introduction
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4a - Pre-transition
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4a Review - Pre-transitioning
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4a Quiz - Pre-transitioning
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4b - Transitioning to Employee Ownership
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4b Review - Transitioning to Employee Ownership
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4b Quiz - Transitioning to Employee Ownership
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4c - Ongoing Support
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4c Review - Ongoing Support
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4c Quiz - Ongoing Support
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5
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Topic 5 Introduction
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5a - Introduction to Valuation
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5a Review - Introduction to Valuation
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5a Quiz - Introduction to Valuation
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5b - Taking on Debt
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5b Review - Taking on Debt
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5b Quiz - Taking on Debt
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5c - Sources of Financing
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5c Review - Sources of Financing
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5c Quiz - Sources of Financing
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6
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Topic 6 Introduction
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6a - Legal Structures and Trusts
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6a Review - Legal Structures and Trusts
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6a Quiz - Legal Structures and Trusts
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6b - Organizational Culture
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6b Review - Organizational Culture
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6b Quiz - Organizational Culture
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6c - Succession Planning
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6c Review - Succession Planning
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6c Quiz - Succession Planning
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7
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Topic 7 Introduction
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7a - Tax Benefits
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7a Review - Tax Benefits
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7a Quiz - Tax Benefits
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7b - Legislative Framework
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7b Review - Legislative Framework
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7b Quiz - Legislative Framework
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End of Course
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8
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Investor Module Introduction
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8a (Investor) - Impact Investing
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8a (Investor) Review - Impact Investing
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8a (Investor) Quiz - Impact Investing
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8b (Investor) - Fund Level Model for Employee Ownership Conversions
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8b (Investor) Review - Fund Level Model for Employee Ownership Conversions
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8b (Investor) Quiz - Fund Level Model for Employee Ownership Conversions
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