Home » Meetings » Employee Stock Ownership Plans (ESOPs) »
IN-PERSON MEETING
Executive Compensation in ESOP Companies
May 27, 2010
This meeting has already taken place. Please see our upcoming meetings and Webinars.
Speaker Information
Nels Carlson, J.D., LL.M. is a director of trust and investment services for Alerus Financial, in Minneapolis, Minnesota. As an experienced provider of transactional fiduciary services to ESOP companies, Nels regularly works with company management, selling shareholders, individual trustees, and other ESOP service providers to address challenging ERISA fiduciary, corporate transactional, and employee benefits issues. www.chartwellfa.comRichard Joseph is the managing director for Alerus Financial's trust and investment services division, and leads Alerus' nationally recognized ESOP fiduciary practice. Richard's 22 years of ESOP experience includes independent transactional trustee services for employer stock-related transactions and ongoing fiduciary services as a directed or discretionary trustee. Richard has been a featured speaker at various local and national events focusing on fiduciary topics related to ESOPs and employer securities. www.alerusfinancial.com
Matt Keene is a director of consulting in retirement and investor services for the Principal Financial Group. He works with clients on ESOP design and implementation in order to bring the full creativity afforded by ESOPs. Matt and his team draw on their hundreds of ESOP implementation experiences to tailor custom ESOP designs and perform full financial impact analyses for selling shareholders, ESOP-owned companies and employee-owners. Matt received a Bachelors of Science degree in Business Administration and a Master of Accounting degree from the University of North Carolina at Chapel Hill. He is member of The ESOP Association and the Carolinas Chapter, where he serves as vice president. www.principal.com
Howard Levine is a partner in the national law firm of Drinker Biddle & Reath LLP and chair of its Employee benefits and executive compensation practice group. Howard's practice includes all areas of employee benefits law, including ESOPs and other tax-qualified retirement plans, stock option and other equity compensation plans and ERISA fiduciary matters. His ESOP practice includes the representation of employers who sponsor ESOPs, selling shareholders and ESOP trustees. Drinker Biddle is a full service business law firm with nearly 700 attorneys practicing in 14 offices around the country. www.drinkerbiddle.com
Loren Rodgers is a project director and the director of research at the NCEO, where he specializes in ESOPs, best practices for employee ownership companies, and communications. Active in the field since 1995, he works with firms at all stages of developing ownership cultures, speaks extensively, and has written dozens of articles on topics including employee motivation, corporate governance, ESOP transactions and operations, and business literacy. www.nceo.org.
Pamela D. Steverango, CFA is managing director of Chartwell Capital Solutions. She has provided financial advisory services to privately-held companies since 1986.She is recognized as a leading authority on business valuation, particularly with respect to ESOPs and other qualified ERISA plans. Pamela has been a featured speaker for the ESOP Association, the NCEO, The ESOP Association - California/Western States Chapter, AICPA and for individual organizations on ESOP valuations and fiduciary issues as they relate to ESOP valuations. . She is a long-time member of the Board of Editors of the NCEO's Journal of Employee Ownership Law and Finance. www.chartwellcapitalsolutions.com
Meeting Site
The meeting will be held at the Hyatt at Fisherman's Wharf, located at 555 North Point Street, San Francisco, CA 94133. Sleeping rooms are available for our group at a special rate of $159. To make a reservation please click here or call the hotel directly at 888-421-1442 by May 5, 2010. Please mention the National Center for Employee Ownership (NCEO) when making your reservation.Continuing Education Credit
CPE Credit
The National Center for Employee Ownership (NCEO) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue, Nashville, TN 37219-2417.This program is a "group-live" offering and provides 5.00 hours of CPE credit for accountants in the area of "specialized knowledge and applications." The material is basic level. No prerequisites or advanced preparation is needed. For more information regarding administrative policies such as complaint and refund, please contact the NCEO at 510-208-1300.
HRCI Recertification Credit
This program has been approved for 5.25 hours of recertification credit hours toward PHR and SPHR re-certification through the Human Resource Certification Institute (HRCI). For more information about certification or re-certification, please visit the HRCI home page at www.hrci.org.