SENIOR VICE PRESIDENT and COMPLIANCE OFFICER GreatBanc Trust Company New Albany, OH, United States
Welcome to the real world, filled with speed bumps and challenging surprises (yes, the really BAD surprises). Intended for the most senior ESOP company officers, directors, and trustees, a series of events will be identified for group analysis and discussion. ESOP companies often face unique challenges because of the employee ownership capital structure. With hypothetical issues (steeped in real-world experience), there may not be a correct answer. One key objective is to illustrate the process of distilling the salient factors so that informed analysis is possible and such things as “the least bad option” or “the most pragmatic cost-effective response” are articulated. Come prepared to participate—we need your help!
Learning Objectives:
Appreciate the complex and often unique kinds of issues that may confront an ESOP company
Gain an understanding of how to strategically analyze challenging issues and begin to distill the salient facts to be addressed
Acknowledge the team effort crossing many professional disciplines required to strategically approach the resolution of complex circumstances (successful team dynamic is emphasized)
