Don't Do That With Your ESOP
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This replay was recorded on November 7, 2017.
About This Meeting
ESOPs benefit employees, sellers, and the organization's bottom line -- in most companies. From time to time, mistakes with an ESOP have caused legal problems for the company, personal loss to plan fiduciaries, and damaged morale. This session will cover a variety of "anti-case studies" and discuss different ways companies can avoid problems before they arise.
You will learn:
- What the most significant and most common legal problems to be aware of as ESOP companies are, including how to fix them.
- Preventative steps and best practices to avoid those problems from arising in the first place.
ESOP Services, Inc.
Ronald is president of ESOP Services, Inc., an international consulting firm. He is on the ESOP Association's Board of Governors, the boards of four ESOP companies, and is a former NCEO board member. With 40 years of experience, Ron is co-author of Employee Stock Ownership Plans, the most comprehensive work on the subject, published by the Beyster Institute. Ron worked with Louis Kelso, the "father" of the ESOP.
ESOP Services, Inc.
Serving ESOP Services, Inc., with more than 25 years of experience, Paige works with business owners to design and implement successful employee stock ownership programs, helping them analyze and understand the ESOP's impact on the company's ownership structure, cash flow, tax savings, shareholder liquidity, and employee benefits. As member of the National Center for Employee Ownership and The ESOP Association Paige frequently speaks on the topic of ESOPs, and she teaches an MBA course, "Topics of Corporate Governance: Techniques of Equity Compensation," at the Rady School of Management UCSD. Paige holds a Master of International Business from the University of San Diego and a B.A. from California State University, Long Beach.