This intensive, hands-on class will teach you to do a repurchase obligation study from start to finish using the web-based version of Telescope. The class is ideal for new Telescope users with a basic knowledge of Microsoft Excel and ESOPs. 

The Telescope Group Training Class is $1,799 per attendee when you sign up by June 28, 2019 and $1,899 through the registration deadline of August 9, 2019. The class is only open to Telescope subscribers.

 

September 25 & 26, 2019        Hosted by NCM Associates, Inc. 

  in Kansas City, MO

View Payment & Cancellation Policy

Agenda

Subjects covered include:

  • Formatting census file for upload to Telescope

  • Performing a historical analysis of company turnover

  • Discussing ESOP plan provisions and entering assumptions into Telescope

  • Running reports and analyzing results

  • Modeling additional scenarios

  • Creating meaningful report for the Board of Directors

Prior to attending class, you will be asked to gather and review materials for your repurchase obligation study and attend two webinars.

Important Dates

June 28: Early bird registration (save $100) deadline
Aug 9: Registration deadline
Aug 20: 2pm ET: Class-Prep Webinar Part 1: Gathering data for your study, with a focus on preparing your census file and assigning employee groups
Sept 3: 2pm ET: Class-Prep Webinar Part 2: Gathering data for your study, with a focus on turnover data and confirming assumptions are reasonable
Sept 25: 9 am - 5 pm: Group Training Class in Kansas City, MO, hosted by NCM Associates, Inc - Day 1
Sept 26: 8 am - 2 pm: Group Training Class in Kansas City, MO, hosted by NCM Associates, Inc - Day 2

We urge you to register soon, attendance limited.

What Previous Attendees Are Saying

"The class is hands-on - using your own census, your own plan document, and NO distractions! The turnover analysis was also a great help. It gave me a much more realistic rate than traditional calcs from HR."

"The class was very worthwhile. It was valuable to me to listen to the explanations of why certain options were chosen, and understand different ways to double check my data."

"The staff was gracious and very knowledgeable."

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