Being on an ESOP Board: Beyond the Basics

Wednesday, April 26, 2023

11:00 AM – 12:00 PM CST

Location: 2203

CE Hours 1

CE Type: CPE, SHRM

Speaker(s)

Steve Ryan, n/a (he/him/his)
Senior Vice President
GreatBanc Trust Company
Lisle, IL, United States
Steven Greenapple
Partner
SES ESOP Strategies
Ft. Lauderdale, Florida, United States
Gary D. Greenwald
SENIOR VICE PRESIDENT and COMPLIANCE OFFICER
GreatBanc Trust Company
New Albany, OH, United States
Michael James McGinley, ASA, CVA
Managing Director
Prairie Capital Advisors, Inc.
Kennesaw, Georgia, United States
John Schumacher, CFA
President
True Financial POV, LLC
Chicago, IL, United States
AW

Andy Ward

You're a director and you've learned the basics of corporate governance and ESOP essentials. What's next? This session is designed to help you take your capability as a director at an ESOP company to the next level. Our colleagues from the Private Directors Association will discuss some special circumstances for ESOPs, best practices for board excellence, and what separates great employee-owned companies from the crowd.

Learning Objectives:

Learn different ways boards support their companies in developing best management practices that support the full potential of employee ownership
Learn about specific tools for maximizing the benefits of employee ownership in strategy development
Learn the pros and cons of different solutions often considered by mature ESOP companies, from releveraging to making acquisitions to early diversification.