The Certificate Program for Non-Professional ESOP Fiduciaries

Monday, September 11, 2017 | 8:00 AM – 5:00 PM ET

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:

Martin Staubus, Executive Director, Beyster Institute at the Rady School of Management, UC San Diego
Tony Matthews, Employee Ownership Consultant, Beyster Institute at the Rady School of Management, UC San Diego
Dale Vlasek, Attorney, McDonald Hopkins LLC
Davin Gustafson, Valuator and CPA, Apple Growth Partners
Neil M. Brozen, Trustee Specialist, Ventura ESOP Fiduciary Services

Register to attend here.

TOPICS

A review of the standards for appropriate fiduciary action given the potential range of decisions that will have to be made.
Small group work to assure that students grasp the full nature and responsibilities of the role.
In-depth exploration of the practical responsibilities that fiduciaries must deal with in their role.
Examination of a wide range of fiduciary decision-making situations, with practical guidance from our faculty and guest experts.