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EVENT OVERVIEW
The Certificate Program for Non-Professional ESOP Fiduciaries
One of the fundamental resources of the employee stock ownership plan (ESOP) movement is the large group of dedicated, well-intentioned people who agree to serve as trustees or other fiduciaries on behalf of their company’s ESOP. If you are one of those dedicated people, you have undoubtedly felt the concern that is inevitable when taking on that sort of responsibility. The Beyster Institute at UCSD has developed a special intensive education program to help relieve some of that concern – the Certificate Program for Non-Professional ESOP Fiduciaries.
This program is not just another seminar or conference; it is a comprehensive, and demanding, certificate program that prepares you and your fellow in-house fiduciaries with the knowledge and training you need to do the job. The Certificate Program for Non-Professional ESOP Fiduciaries will take place September 11-12, 2017 in Kent, OH at Kent State University Hotel and Conference Center.
Instructors:
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Martin Staubus, Executive Director, Beyster Institute at the Rady School of Management, UC San Diego
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Tony Matthews, Employee Ownership Consultant, Beyster Institute at the Rady School of Management, UC San Diego
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Dale Vlasek, Attorney, McDonald Hopkins LLC
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Davin Gustafson, Valuator and CPA, Apple Growth Partners
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Neil M. Brozen, Trustee Specialist, Ventura ESOP Fiduciary Services
TOPICS
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A review of the standards for appropriate fiduciary action given the potential range of decisions that will have to be made.
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Small group work to assure that students grasp the full nature and responsibilities of the role.
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In-depth exploration of the practical responsibilities that fiduciaries must deal with in their role.
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Examination of a wide range of fiduciary decision-making situations, with practical guidance from our faculty and guest experts.
LOCATION
SPEAKERS
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Dale Vlasek
Member dvlasek@mcdonaldhopkins.com |
EVENTS
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Beyond B2B: Connecting for Growth
Wednesday, April 4, 2018
Attend the Connecting for Growth event April 4, 2018.
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Executive War College 2018 Conference on Laboratory & Pathology Management
Tuesday, May 1, 2018
Executive War College 2018 will be held in New Orleans, LA from May 1-2, 2018.
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AHLA Healthcare Transactions
Thursday, May 10, 2018
The Health Care Transactions Program is a unique opportunity to learn latest commercial developments, strategies and deal forecasts from noted experts. Gain insight into the business and legal issues involving contemporary health care business transactions, including emerging care models, M&A trends, financing techniques, deal risk management strategies, post integration lessons, and many more. The program will also present a unique opportunity to network with leading health care executives, attorneys, investment bankers, valuation experts and other health care consultants and advisors from across the country, who are recognized deal-makers and shakers in the health care community.
