Cape Town Seminar – BEE Codes and Ownership Schemes

A Practical Guide to BEE and Ownership Schemes

Date: 4th April 2007- Belmont Square Conference Centre, Cape Town.

EconoBEE would like to invite you to attend a full day seminar on B-BBEE and Ownership Schemes.

This one-day seminar will cover the theory and practical implementation of B-BBEE. We explain how the scorecard works and how to earn points. We cover the calculations (net equity value, flow through principle, adjusted recognition of gender), collecting of data and the rating process. We explain why it may be necessary, and why it may not be necessary to do an ownership deal.  We will be placing special emphasis on how to do an ownership deal. We tell you what works, what does not work, what tax breaks are available and how best to structure the trusts needed.Our speakers are Cathy Bryant and Keith Levenstein. 

Morning Session: The finalised codes of good practice. Presenter – Keith Levenstein – CEO EconoBEE.

Afternoon Session: Broad-based Ownership Schemes. Presenter – Cathy Bryant – Cathy Bryant Attorneys BA LLB, LLM

Broad-based ownership equity schemes – the best way to structure ownership deals – how to avoid costly mistakes and do the best deals for your company.

One important aspect of BEE is the ownership element. You can sell shares in your company in order to increase your scorecard. However, there are many aspects to ownership, and they all affect the scorecard:

We ask and find answers to the following questions

  1. How will the shares be paid for?
  2. Employee ownership – how to structure a tax efficient employee scheme?
  3. Broad-based schemes – community schemes. How best to structure the scheme?
  4. Trusts – the differences between discretionary and vested trusts and which is best?
  5. Case Studies of best practice.

About the Presenters

Keith Levenstein is a business management expert with many years of business experience. He is the CEO of EconoServ, a director of Dinoka Investments and the designer of EconoBEE Scorecard and EconoAccounting. He has trained hundreds of people in the use and understanding of the codes and has spoken at many industry events, including Cape Town Small Business Week

Cathy Bryant is an expert in company tax law and BEE. She has helped many large corporations and small businesses set up their own broad-based ownership schemes.

This is a great opportunity to get an enormous amount of useful information from the experts at a fraction of their normal consulting costs.


Belmont Square Conference Centre – Rondebosch – Cape Town


R2450 excl VAT (R2793 incl VAT)

Special Offers:

  1. Book to attend the seminar and get a discount of R500 on the purchase of EconoBEE Scorecard Ver 2 – normal price R1500 incl VAT.

  2. Bring 4 people from the same company and only pay for 3.

  3. Early bird discount – book and pay before 23rd March and receive an additional discount of R500 on EconoBEE Scorecard Ver 2

Who should attend?

Our seminar is perfect for any company manager or director who needs to learn the finer details of BEE and find best ways of doing ownership deals. MDs, FDs, senior executives, HR managers and anyone involved in implementing transformation in a company, especially if you are exploring any ownership deals and looking for opportunities to improve on your BEE Status.


Wednesday 4th April 2007


Morning session
9:00 – 13:00: Tea break at 11:00
13:00 – 14:00 Lunch

Afternoon session
14:00 – 17:00: Tea Break at 15:30


To book your seat please contact EconoBEE on 0861 11 3094 or email or fill in the online form .

Reserve your place now – Seating is limited to 40 delegates

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