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Successful Corporate Governance for ESOP Companies

Webinars

Continuing Education Credit Offered: CPE, Generic

Understanding how transitioning your business to an ESOP impacts ownership and operations is essential for a successful ESOP company. This transition involves much more than financial considerations; it influences the company’s long-term sustainability, the well-being of employees, and shareholder interests. Establishing robust corporate governance is vital, not only as a priority but as a foundational prerequisite for a successful ESOP structure. This session will provide an in-depth
exploration of the tools needed for effective corporate and ESOP governance,
highlighting how they interconnect and reinforce each other to support the
organizations stability and success.

Learning Outcomes:

1. Learn the boards primary responsibilities and duty under ERISA
2. Understand best practices for effective corporate governance.
3. Learn key corporate governance concepts.

Presenters

Tom DeSimone headshot Presenter company logo

Tom DeSimone

Tom is a vice president with Prairie Capital Advisors and completes financial analysis and modeling services, as well as analyzes the business dynamics and trends of publicly traded companies. In addition, he has assisted numerous middle market companies and their shareholders with mergers and acquisitions (M&A), ESOP advisory, and other investment banking transactions. Tom has worked in a variety of industries including financial services, manufacturing, business services and distribution. In addition, he is a frequent speaker in various forums on topics covering ownership transition planning.
Shaun McGehee headshot Presenter company logo

Shaun McGehee

Shaun McGehee joined Prairie in 2004 and is a shareholder in the firm. He has extensive experience advising middle-market companies, shareholders and trustees on ESOP transactions, fairness opinions, leveraged buyouts, capital raising, mergers and acquisitions and other strategic advisory engagements. Shaun is also instrumental in Prairie's training process on technical and strategic initiatives. Shaun is on the Board of Directors for the Missouri Center for Employee Ownership (“MOCEO”).

Shaun frequently speaks at conferences, including those presented by Prairie as well as The ESOP Association (“TEA”) and the National Center for Employee Ownership (“NCEO”).

Thank you to our Sponsors

Blue Ridge
Chartwell
KSM
McDermott Will & Emery
PCE Investment Bankers, Inc.
Prairie
Praxis
Strategic Talent Partners
Texas Center for Employee Ownership