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WEBINAR REPLAY

Best Practices for ESOP Boards of Directors

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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 our Colleen Kearney at 510-208-1311 or ckearney@nceo.org for additional information.

This replay was recorded on July 26, 2016.

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:

Program

Board Duties Roles and Best Practices
How Should the Board and Fiduciaries Interact?
Kjersti Cory and James Staruck, GreatBanc Bank Trust Company ]

Presenters

Kjersti Cory

presenter photologo

GreatBanc Trust Company

Kjersti has been working with ESOP companies since 1996, serving in the capacity of institutional trustee. She has worked with numerous ESOP companies during her career on both an ongoing trustee basis as well as a transactional basis, including the implementation of new ESOPs, second-stage ESOP transactions, redemption and sale transactions, mergers and acquisitions, as well as various refinancing, restructuring, bankruptcy, and liquidation transactions. She is a member of the ESOP Association, the NCEO, and the Ohio Employee Ownership Center at Kent State University.

James Staruck

presenter photologo

GreatBanc Trust Company

James is the president and CEO of GreatBanc Trust Company, one of the premier independent ERISA fiduciaries in the United States. He specializes in ESOP transactions and related fiduciary assignments. James speaks frequently at NCEO and ESOP Association conferences on relevant ESOP topics.