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.
Ron is the president of ESOP Services and has more than 30 years of experience in "quarterbacking" ESOP transactions. Ron serves on the boards of four ESOP companies, the board of governors and the legislative committee of the ESOP Association, and is a former NCEO board member. He is co-editor and co-author of Employee Stock Ownership Plans: ESOP Planning, Financing, Implementation, Law, and Taxation, published by the Beyster Institute, and a number of NCEO articles, and he previously 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.