Find Your Resource

This webinar looks at what makes an effective board. Should there be outside directors? What should their qualifications and compensation be? Should there be non-management employees on the board? Should board members be fiduciaries? Should plan advisors be on the board? What should board duties be and what makes boards most productive?

Join this webinar to discuss the pros and cons of this ESOP maintenance strategy.

Every year we hear great ideas from ESOP companies on culture, administration, sustainability, governance, and more. This seminar brings together many of these ideas in a single place. You will learn:  What are some of the best ideas from ESOP companies in corporate culture and communication?  What are some of the best ideas from ESOP companies in plan design, operations, and governance?

Take an aerial view of many different topics and review some of the key details to understand before you consider the implementation to your ESOP.

Examine how ESG has made its way into investment decisions (looked at through the lens of an ERISA lawyer) and then as a component in measuring executive pay and performance.

Learn the key characteristics of successful ESOP Leaders and learn how to identify them in your hiring and evaluation processes.

Get some advice on how to respond to unsolicited offers for your business.

Learn what critical steps to take in the months/years leading up to a CEO transition to better ensure a seamless transition and that the business will not lose momentum.

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.

Recapitalization facilitates the best use of capital without sacrificing a culture of employee ownership and maintains employee ownership in an augmented form.