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Corporate Governance at an ESOP Company
(Three Preconference sessions)
Monday, April 8 :: 1:00–5:00
This half-day session explores ESOP company governance, which rests on a collaborative relationship among three partners: the board of directors; the ESOP fiduciary; and the management of the company. This governance structure is both the strength and the vulnerability of the ESOP model. In this session we will explain and explore this unique model through presentations and sharing of experience.
ESOP Law Group LLP
Larry is a partner at ESOP Law Group, LLP. He focuses his practice on the design, implementation, and operation of employee stock ownership plans (ESOPs), and he is nationally recognized for his extensive experience in structuring a wide variety of ESOP transactions. Larry has advised numerous corporations, shareholders, and directors of both closely held and publicly traded companies on the use of ESOPs and ESOP-related strategies. He regularly serves as legal counsel to ESOP trustees, and advises investors and lenders with respect to ESOP transactions.
Beyster Institute at the Rady School of Management, University of California,San Diego
Tony is the senior consultant at the Beyster Institute and secretary for the California Center for Employee Ownership, both at UCSD, with the mandate to consult with companies interested in employee ownership. His career in employee ownership spanned 30 years before joining UCSD and included principal roles in some of the best-known ESOP consulting and administration firms in the U.S., including Principal Financial Group. Tony is a frequent speaker and often-published authority on a wide variety of topics related to the operation of ESOPs.
Environmental Science Associates
Alisa is the Northern California water practice leader at Environmental Science Associates, overseeing nearly 30 water specialists, and is a project manager and compliance specialist for large-scale resource management and facilities projects, with more than 25 years of experience. She has been with ESA for over 21 years and serves as an ESOP trustee. She has led some of ESA's largest and most complex projects and contracts, ensuring a high level of quality and meeting challenging deadlines and budgets. Alisa's passion is delivering projects that intersect and balance resource management and recreational use.
The Beyster Institute
Martin is the executive director of the Beyster Institute, University of California, San Diego. Martin has 30 years of experience in business, having served in varied roles as an attorney, consultant, Labor Department policy advisor, corporate executive, and corporate director. He has served on the NCEO board and as associate director of the ESOP Association in Washington, DC.