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WEBINAR REPLAY

Responsibilities of an Internal ESOP Fiduciary

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 September 26, 2017.

About This Meeting

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.

You will learn:

Program

Peter E. Jones, ESOP Plus: Schatz Brown Glassman LLP and Mike Shuey, Restek Corporation

Presenters

Peter E. Jones

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ESOP Plus: Schatz Brown Glassman LLP

Peter is a partner with ESOP PlusŪ: Schatz Brown Glassman LLP. Peter structures and implements business succession transactions throughout the US with an emphasis on ESOP transactions. He designs ESOP plans and advises ESOP companies with their continuing regulatory compliance. Peter is a member of the American Bar Association, the NCEO, and the ESOP Association. He is an adjunct professor at the Moritz College of Law at The Ohio State University and frequently speaks on matters pertaining to ESOPs.

Mike Shuey

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Restek Corporation

Mike is the international customer service supervisor for Restek Corporation and has 12 plus years of Restek service. He has 5 years of experience as an elected internal ESOP trustee and has served an active role with their Employee Owners Communication Team for 9 plus years. Mike is currently the VP of Government Affairs for the PA/DE chapter of The ESOP Association (TEA) and he won the 2012 and 2015 PA/DE ESOP Association Employee Owner of the Year awards. He also was the recipient of TEA 2016 Outstanding Chapter Officer Award. Mike graduated with the Highest Award for Achievement from Dale Carnegie Course Training. Mike has an associate in specialized business management & marketing degree from South Hills School of Business & Technology located in State College, PA.