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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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Lunch with Eric Gordon - Leaders in Education Series
Tuesday, April 2, 2019
Lunch with Eric Gordon, CEO of the Cleveland Metropolitan School District as part of our Leaders in Education Lunch Series
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Innovation without borders: The French-American Midwest Connection
Tuesday, April 2, 2019
Please join McDonald Hopkins and the French American Chamber of Commerce (FACC) in Cleveland or via live webcast for "Innovation without Borders: The French-American Midwest Connection" with our special guest, Mr. Guillaume Lacroix, Consul General of France in Chicago.
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American Society of Cataract and Refractive Surgery Annual Meeting on Ophthalmic Practice Management
Friday, May 3, 2019
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Handling Real Estate Transactions From Start to Finish
Monday, May 6, 2019
Join McDonald Hopkins' John Heer as he presents "Special Considerations for Commercial and Investment Transactions" for the National Business Institute CLE event on May 6 in Akron or May 9 in Cleveland.
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Confronting Violence in the Workplace
Monday, May 6, 2019
In an informative and practical Business Hour, McDonald Hopkins’ Ryan Neumeyer and Mike McMasters, a Protective Security Advisor for the Department of Homeland Security, will provide timely insights on the actions that employers should take to keep their workplaces safe.
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Navigating your growth as a female executive
Tuesday, June 11, 2019
Female executives often find themselves at a disadvantage when it comes to negotiating their executive compensation and employment incentives. This discussion on June 11 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.
