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LIVE WEBINAR

(Group-Internet Based)

Best Practices for ESOP Boards of Directors

November 19, 2019 (9:30 am-10:30 am Pacific)

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:

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Presenters

Victor N. Aspengren

presenter photologo

Prairie Capital Advisors, Inc.

Victor is a director at Prairie Capital Advisors, Inc. He has been heavily involved in ownership transition work for over 15 years. As part of Prairie Capital Advisors' Cedar Rapids office, he provides Midwest and national business owner clients the expertise needed for their ownership transition planning and implementation needs. As former CEO and HR manager at ESOP-owned companies, he has lived the ownership transition experience. Victor is a past chair of the board of directors of the National Center for Employee Ownership (NCEO).

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.

Registration

NCEO members: Free.

Nonmembers: See below for fees.

General Registration Information

If you do not need continuing education credit you may simply access the Webinar access instructions in the members area of our Web site (user name and and password required).

Participants requesting continuing education credit do need to register once in the registration section of members area of our Web site (username and password required) and you will registered for as long as your membership is active.

If you are not a member and do not wish to join but would like to attend a Webinar, we invite you to attend one as our guest ($150 per Webinar thereafter as a nonmember).

For help with your user name and password or for any additional information, please contact Colleen Kearney at 510-208-1311 or ckearney@nceo.org.

Continuing Education Credit

To receive continuing education credit for our Group-Internet Based Webinars, participants must be registered for the Webinar and log in to the Webinar under their own name. Participants must respond by poll to all the questions posed by the moderator. Participants failing to respond to the questions will not be eligible for continuing education credit. To receive a certificate of completion, please indicate the type of certificate you would like on the ReadyTalk Participation Registration page. Upon confirmation of your participation, you will be sent a certificate via email from us within the next 2 weeks.

CPE Credit

The National Center for Employee Ownership (NCEO) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

This program is a "group-Internet based" offering and provides 1.00 hour of CPE credit for accountants in the area of "specialized knowledge." The material is basic level. No prerequisites or advanced preparation is needed. For more information regarding administrative policies such as complaint and refund, please contact the NCEO at 510-208-1300.

SHRM Credit

This program is valid for 1.00 PDC for the SHRM-CPSM or SHRM-SCPSM.

Cancellation Policy

Simply mark the dates of those Webinars you wish to attend on your calendar, and log in at the scheduled time. There is no need to advise us which ones you plan to attend. If you are an NCEO member no notice of cancellation is required. Live Webinars are a NCEO membership benefit and are free; therefore, refunds are not applicable. If you are not an NCEO member and have paid to attend, a full refund will be issued, less a $35 administrative fee, if the request is received by the close of business on 24 business hours prior to the broadcast. Cancellations made after that date will be eligible for credit toward another program, minus a $35 administrative fee. If you do not attend and do not cancel, no refund will be issued.