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This intensive, virtual class will teach you to do a repurchase obligation study from start to finish using Telescope. The class is ideal for new Telescope users with a basic knowledge of Microsoft Excel and ESOPs, as well as seasoned Telescope users looking to learn new ways to utilize the software.

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The two-day class on November 20, 2024 and November 21, 2024 from 10 AM to 5 PM ET, will cover both basic and advanced skills in Telescope including:

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  • 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 a meaningful report for the Board of Directors

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Cost: $1,200 per user Register by November 1, 2024 and save $100!
 

 

Please submit separate registration forms for each participant. Additional participants receive a 10% discount.

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View Payment & Cancellation Policy

Agenda

This two-day class will cover both basic and advanced skills in Telescope including:

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•    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 a meaningful report for the Board of Directors

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Virtual webinars combined with group conversations and one-on-one sessions will help subscribers maximize their subscriptions. Prior to attending class, you will be asked to gather and review materials for your repurchase obligation study.

Important Dates

  • November 1, 2024 - Early Bird Registration Deadline

  • November 14, 2024 - Registration Deadline

  • November 7, 2024 ( 3 PM ET) - Telescope Group Training Class Prep Webinar 

  • November 20, 2024 and November 21, 2024 (10 AM ET - 5 PM ET) - Virtual Group Training Class. 

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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