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Best Practices for ESOP Boards of Directors

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This replay was recorded on November 6, 2018.

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:


David P. Burdette

presenter photologo

Prairie Capital Advisors, Inc.

David provides valuation and strategic advisory services to business owners. David specializes in ESOPs, gift and estate planning, strategic planning, and mergers and acquisitions. He is a member of the NCEO, on The ESOP Association's Interdisciplinary Advisory Committee on Fiduciary Issues and is highly active in his local chapter as The ESOP Association's New South ESOP Chapter vice-president and a member of the New South ESOP Chapter executive committee.

Mark Rutledge

presenter photologo

Prairie Capital Advisors, Inc.

Mark operates out of Prairie Capital Advisors' Atlanta office. He specializes in the valuation of businesses, business interests, and tangible and intangible assets for purposes of mergers and acquisitions (M&A), ESOPs, gift and estate planning, strategic planning, financial accounting and reporting, litigation support and resolution, tax planning and compliance, buy-sell agreements, asset based lending, and insurance. Mark as performed valuation and financial valuation advisory services in a broad range of industries including: architecture/engineering/construction firms, chemical, consumer goods, defense, distribution, entertainment, food and beverage, healthcare and dentistry, high technology, management consulting and other service firms, manufacturing, mining and energy, printing and publishing, transportation, telecommunications and textiles.