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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
Senior of Counsel dvlasek@mcdonaldhopkins.com |
EVENTS
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Florida Domicile: Call Florida Home and Reduce Your Tax Bills
Tuesday, June 4, 2019
Synergy Capital Solutions and McDonald Hopkins are hosting a workshop to help you take the first step to leveraging the benefits of becoming a Florida resident.
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Weed in the Workplace: The Impact of Medical and Recreational Marijuana on Employers’ Rights
Monday, June 10, 2019
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Navigating your growth as a female executive
Tuesday, June 11, 2019
This discussion on June 11 in Chicago will focus on providing insight and guidance to females at all levels of their professional careers that may be unaware of the various compensation, incentive, legal and tax issues at play when moving up the ranks or when navigating a transaction involving her employer.
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Anatomy of a Private Equity Transaction and Current M&A Trends
Tuesday, October 15, 2019
Isabelle Bibet-Kalinyak will be speaking at the Medical Group Management Association's (MGMA) Annual Conference on "Anatomy of a Private Equity Transaction and Current M&A Trends" in New Orleans on October 15, 2019.
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The Changing Role of Medical Records: Risk Management, Compliance and HIPAA
Tuesday, October 15, 2019
Isabelle Bibet-Kalinyak will be discussing "The Changing Role of Medical Records: Risk Management, Compliance and HIPAA" at the Medical Group Management Association's (MGMA) Annual Conference in New Orleans on October 15, 2019
