Advisors’ Edge: Unlocking Employee Ownership for Your Clients
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Advisors’ Edge: Unlocking Employee Ownership for Your Clients

Free accredited training for CPAs, financial advisors & more on guiding clients through employee ownership as a smart exit strategy.

Date and time

Location

DMACC Urban Campus

1144 7th Street Des Moines, IA 50314

About this event

  • Event lasts 1 hour 30 minutes

Start your conference experience with a focused, pre-conference seminar designed specifically for professional service providers. Advisors’ Edge: Unlocking Employee Ownership for Your Clients is presented by IA-CEO in partnership with EOX and Project Equity, and takes place the evening before IA-CEO Employee Ownership Annual Conference.

This free, accredited training equips CPAs, financial planners, bankers, and attorneys with the tools to guide business-owner clients through employee ownership as a smart and values-driven exit strategy. You’ll learn the fundamentals, explore financial and tax benefits, and gain practical best practices—all while earning 1 hour of CE credit (NASBA, CFP, EPI-CEPA, or BEI).

🌱 Plant the Seed: Help clients build lasting legacies and strengthen their communities through employee ownership.

Join us on October 22 from 5:00–6:30 p.m. at DMACC Urban Campus to expand your expertise and connect with others ahead of the full-day conference on October 23.

Register HERE for the IA-CEO Employee Ownership Annual Conferece

For more information visit IA-CEO.org or email info@IA-CEO.org

Iowa Center for Employee Ownership / University of Northern Iowa

Frequently asked questions

Why Attend?

Gain practical tools to advise clients on employee ownership as a smart exit strategy. Earn CE credit, expand your expertise, and connect with peers—all the evening before the IA-CEO Conference.

What to expect

Expect a fast-paced, informative session led by experts on employee ownership. You’ll learn core concepts, financial and tax benefits, and how to guide clients through the process.

Who should attend?

Ideal for CPAs, financial planners, bankers, and attorneys who advise business owners on succession planning or exit strategies. Whether you're new to employee ownership or looking to deepen your knowledge, this seminar will equip you with practical tools and CE credit to support your work.

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FreeOct 22 · 5:00 PM CDT