Hotel Albuquerque, NM :: October 3–4, 2018 (preconference on October 2)

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Interacting with Fiduciaries
(Concurrent Sessions 12)

Thursday, 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.

Presenter

Paul Halverson

presenter photo

Chartwell

Paul founded Chartwell in 1995, and he has provided financial advisory services to privately held companies since 1987. He is recognized as a leading authority on business valuation, particularly with respect to ownership transition options. Paul has extensive experience assisting business owners in the transfer of ownership to family members, management teams, and third parties, and has been involved in structuring many complex transactions.