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Running an Effective Board

NCEO Webinar replays are the recorded version of our live Webinars, using PowerPoint presentations viewed online. To purchase a twelve-month subscription providing unlimited access to all recorded Webinars, including this one, follow this link. (Replays are not available for individual purchase.) Please contact Colleen Kearney at 510-208-1311 or for additional information.

This replay was recorded on December 9, 2014.

About This Meeting

Over the last several years, more ESOP companies have decided to move to more formal boards. Many have outside members, but even those with all insiders are often taking a more active role. 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?

You will learn:


Board Duties Roles and Best Practices
Anthony Mathews, The Beyster Insitute
How Should the Board and Fiduciaries Interact?
Loren Rodgers, National Center for Employee Ownership


Anthony Mathews

presenter photologo

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.

Loren Rodgers

presenter photologo

National Center for Employee Ownership

Loren joined the NCEO in 2005 and became its executive director in 2010. He writes extensively on employee ownership and has spoken at events around the world. Since entering the field in 1995 as a consultant, he has worked with hundreds of companies. His expertise includes ESOPs, equity compensation, best practices for employee ownership companies, research, effective communications, employee motivation, corporate governance, ESOP transactions and operations, and business literacy.