Board Governance Through the Lifecycle of an ESOP

Tuesday, April 25, 2023

11:00 AM – 12:00 PM CST

Location: Virtual

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

Speaker(s)

Sandy Shoemaker, CPA
President
Shoemaker Consulting
Larkspur, CO, United States

PDF Slides
Julia McGuire (she/her/hers)
Co-President
Campbell & Company
Chicago, IL, United States
Bart Stephan
CEO
Lerch Bates Inc.
Englewood, CO, United States

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:

Upon completion, participant will be able to gain a better understanding of how to build a board that is right for the company
Know what an where you look for in a board member
Know of additional resources that are available to train and find effective board members