Webinar: "Understanding and Teaching Others about your ESOP Summary Plan Description -Part 2", July 27, 2011, 10:00 A.M. - 11:00 A.M. Explore ESOP diversification and distribution rules, and repurchase obligation with Bill McIntyre, OEOC
CEO and CFO Networking Dinner, Spetember 14, 2011, Columbus, OH, hosted by Hy-Tek Material Handling
Look for the Fall Events Flyer to be posted soon
2011 Winter-Spring Program of Events Flyer
Companies need informed employee owners who care about making the business successful. Employee owners want to make a difference and help the company succeed. See schedule of these programs:
EOB 101: ABCs of ESOPs:
Provides an overview of how ESOPs work, history and vision of employee ownership, eligibility, allocation, vesting, diversification, distribution, and valuation. Participants' learning is reinforced through The ESOP Game
EOB 102: How Can I Affect the Bottom Line?:
Every decision you make has a financial impact on your future. Explore basic business concepts, dynamics, and issues which help everyone connect their work to the bigger picture of growth in company value.
EOB 103: ESOP Communication & Teamwork:
Skills, tools and processes for effective ESOP communication and team decision-making; facilitating group discussion and giving group presentations.
"Employee Owner Leadership"
Building an Ownership Culture
This session will explore what it means to lead in culture change, a 5-stage model for culture transformation and specific leadership activities to be initiated throughout the organization in order to build an environment of leadership, ownership and responsibility.
Open-Book Management for Fun and Profit
How to work together so everyone sees and understands the numbers that are critical for tracking performance and focuses on helping the business make money and the rewards of teamwork. Principles and concepts to help everyone in your company measure it, monitor it, and improve it.
Put your Ownership Culture to Work in Tough Times
Explore how to define employee ownership responsibilities in tough times and how an ownership culture can be drawn on in difficult times; how to communicate frankly and still maintain a positive attitude; and making tough decisions for the wellbeing of the team.
ESOP Board of Directors Forum
What's different about governance in an employee-owned firm? Discuss best practices of effective boards in ESOPs; evaluation of a board: when, how and why; roles of corporate vs. ESOP fiduciaries; and participants' concerns. This forum brings Directors, officers, and in-house ESOP trustees together to share experience toward evolving effective governance in ESOPs.
ESOP Administration Forums
Managing ESOP repurchase obligations in turbulent times; redemption, recycling, releveraging and reshuffling; the role of an ESOP Administration Committee and trustee.
ESOP Administration & Fiduciary Workshops
ESOP fiduciary and administrative roles, requirements, issues and updates of concern for ESOPs.
ESOP Fiduciary Workshops
ESOP trustee roles and issues; directed vs discretionary, internal vs external, and multiple trustees. An update on DOL investigations, audits and compliance issues.
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