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WEBINAR REPLAY

Best Practices for ESOP Boards of Directors

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 ckearney@nceo.org for additional information.

This replay was recorded on October 31, 2017.

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
Neil M.Brozen, Ventura ESOP Advisory
How Should the Board and Fiduciaries Interact?, Neil M. Brozen

Presenters

Neil M. Brozen

presenter photo

Ventura ESOP Fiduciary Services

Neil managed 175 ESOP transactions and 70 ongoing ESOP while working for two institutional trustees from 2005 through April 2016. He began Ventura ESOP Fiduciary Services in July 2016, served as transactional trustee for 40 ESOPs and has 70 ongoing clients. Neil is a director for the NCEO, a frequent national speaker on ESOP issues and wrote chapters for several NCEO publications. He has worked for the IRS, several private companies, and his own management consulting firm.