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LIVE WEBINAR

(Group-Internet Based)

Responsibilities of an Internal ESOP Fiduciary

September 26, 2017 (9:30 am-10:30 am Pacific)

About This Meeting

As an internal ESOP fiduciary, you have substantial legal responsibilities. This Webinar will discuss what fiduciaries do, how they can deal with audits and avoid lawsuits.

You will learn:

Program

9:30 AM Duties of an Internal ESOP Fiduciary
Peter E. Jones, ESOP Plus: Schatz Brown Glassman LLP and Mike Shuey, Restek Corporation
10:30 AM Adjourn

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Presenters

Peter E. Jones

presenter photologo

ESOP Plus: Schatz Brown Glassman LLP

Peter is a partner with ESOP PlusŪ: Schatz Brown Glassman LLP. Peter structures and implements business succession transactions throughout the US with an emphasis on ESOP transactions. He designs ESOP plans and advises ESOP companies with their continuing regulatory compliance. Peter is a member of the American Bar Association, the NCEO, and the ESOP Association. He is an adjunct professor at the Moritz College of Law at The Ohio State University and frequently speaks on matters pertaining to ESOPs.

Mike Shuey

presenter photologo

Restek Corporation

Mike is the international customer service supervisor for Restek Corporation and has 12 plus years of Restek service. He has 5 years of experience as an elected internal ESOP trustee and has served an active role with their Employee Owners Communication Team for 9 plus years. Mike is currently the VP of Government Affairs for the PA/DE chapter of The ESOP Association (TEA) and he won the 2012 and 2015 PA/DE ESOP Association Employee Owner of the Year awards. He also was the recipient of TEA 2016 Outstanding Chapter Officer Award. Mike graduated with the Highest Award for Achievement from Dale Carnegie Course Training. Mike has an associate in specialized business management & marketing degree from South Hills School of Business & Technology located in State College, PA.

Registration

NCEO members: Free.

Nonmembers: See below for fees.

General Registration Information

If you do not need continuing education credit you may simply access the Webinar access instructions in the members area of our Web site (user name and and password required).

Participants requesting continuing education credit do need to register once in the registration section of members area of our Web site (username and password required) and you will registered for as long as your membership is active.

If you are not a member and do not wish to join but would like to attend a Webinar, we invite you to attend one as our guest ($150 per Webinar thereafter as a nonmember).

For help with your user name and password or for any additional information please contact our event and administrative associate, Christine Lewis at 510-208-1308 or clewis@nceo.org.

Continuing Education Credit

To receive continuing education credit for our Group-Internet Based Webinars, participants must be registered for the Webinar and log in to the Webinar under their own name. Participants must respond by poll to all the questions posed by the moderator. Participants failing to respond to the questions will not be eligible for continuing education credit. To receive a certificate of completion, please indicate the type of certificate you would like on the ReadyTalk Participation Registration page. Upon confirmation of your participation, you will be sent a certificate via email from Christine Lewis within the next 2 weeks.

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 submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

This program is a "group-Internet based" offering and provides 1.00 hour 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.

SHRM Credit

This program is valid for 1.00 PDC for the SHRM-CPSM or SHRM-SCPSM.

Cancellation Policy

Simply mark the dates of those Webinars you wish to attend on your calendar, and log in at the scheduled time. There is no need to advise us which ones you plan to attend. If you are an NCEO member no notice of cancellation is required. Live Webinars are a NCEO membership benefit and are free; therefore, refunds are not applicable. If you are not an NCEO member and have paid to attend, a full refund will be issued, less a $35 administrative fee, if the request is received by the close of business on 24 business hours prior to the broadcast. Cancellations made after that date will be eligible for credit toward another program, minus a $35 administrative fee. If you do not attend and do not cancel, no refund will be issued.