Tampa, FL :: October 3–4, 2017 (preconference on October 2)

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Interacting with Fiduciaries
(Concurrent Sessions 12)

Wednesday, October 4 :: 3:25–4:10
How boards and executives should interact with plan fiduciaries, inducing what kinds of information to share and how fiduciary roles affect ongoing governance.


Matthew R. Schubring

presenter photo


Matt leads Chartwell's ESOP and ERISA valuation practice. He has provided financial advisory services to privately held companies for over 15 years and is an expert on valuation and sustainability issues related to ESOPs. He advises clients on a wide variety of corporate finance, valuation, tax, and fairness issues for ESOPs, mergers and acquisitions, divestitures, and general corporate-related purposes. Matt is a member of the NCEO and the ESOP Association, which he serves on the valuation committee.
Fall ESOP Forum