​The Iowa Center for Employee Ownership (IA-CEO) is offering a free, one-hour training session titled Advisors' Edge: Unlocking Employee Ownership for Your Clients. This program is tailored for professional service providers—including CPAs, financial planners, bankers, and attorneys—who advise business owners on succession planning and exit strategies.​

Participants will gain insights into guiding clients through transitions to employee ownership models, such as Employee Stock Ownership Plans (ESOPs), worker cooperatives, and Employee Ownership Trusts (EOTs). The course is eligible for continuing education credits from NASBA, CFP, EPI-CEPA, and BEI.​

There is no cost for this event but registration is required.