Board Governance Through the Lifecycle of an ESOP

Wednesday, April 26, 2023

2:45 PM – 3:45 PM CST

Location: 2202

CE Hours 1

CE Type: CLE

Session Leader(s)

Steve Ryan, n/a (he/him/his)
Senior Vice President
GreatBanc Trust Company
Lisle, IL, United States

PDF Slides

Speaker(s)

Sandy Shoemaker, CPA
President
Shoemaker Consulting
Larkspur, CO, United States
Julia McGuire (she/her/hers)
Co-President
Campbell & Company
Chicago, IL, United States
Bart Stephan
CEO
Lerch Bates Inc.
Englewood, CO, United States
Dan Luzietti
CFO
Hercules Industries

The goal of this session is to assist the board of directors and management team in establishing the appropriate board, whether the company is a newly-formed ESOP or a mature ESOP. Joining the panel of professionals will be company executives that have built boards for new ESOPs as well as transitioned boards for mature ESOPs. NCEO Resource:
The ESOP Company Board Handbook

Learning Objectives:

Gain a better understanding of how to build a board that is right for the company
Learn what to look for in a board member and where to look for a board member
Discover additional resources available to train and locate effective board members