35th Annual Ohio Employee Ownership Conference update

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Certificate Program for Non-Professional ESOP Fiduciaries
October 3rd-4th, 2022 - 8am- 5pm ET
Kent State University Hotel and Conference Center, Kent OH.

Presented in partnership with The Beyster Institute at UC San Diego

The only UNIVERSITY-BASED certificate program for non-professional ESOP Fiduciaries, The Ohio Employee Ownership Center is once again partnering with the Beyster Institute to bring their popular and well regarded program for Non-Professional ESOP Fiduciaries back for 2022.

This year's program is an in-person event.

Because we cannot replicate the level of interaction that occurs at the in-person program, we will not be able to offer this program as hybrid event.

**Click Here to View Agenda

Cost and Registration

Early Bird - $1000.00 per attendee
Regular - $1100.00
per attendee
Includes training and materials
Early Bird - $1395.00 per attendee
Regular - $1495.00
per attendee
Includes training and materials

Hotel Information

Kent State University Hotel & Conference Center
215 S Depeyster St, Kent, OH 44240

Discounted Room Rate: $119 per night.

To book your room call the hotel at: 330-346-0100
Use the discount code OEOC22 when making your reservation

Here is what some of your peers said about the program:

“The program content was great, as well as the variety of speakers.”

“The program was very useful and I will recommend that the other fiduciaries in our company attend in the future.”

“I really liked the interaction with other company trustees.”

“Bravo to Kent for bringing the program to Ohio, I want to send my other folks here.”

And here is what attendees of the San Diego Program have said:

“Thanks to the entire Beyster team at UCSD! The course provided the education we all need to be successful and effective ESOP trustees for our companies. I feel better educated on what is and isn’t our responsibility as trustee. I feel empowered!”

“I feel hugely more empowered to make decisions that won’t get my company into trouble! Very much worth the time away from the office.”

“I wanted to thank you for a great class. I really enjoyed it and feel like I walked away smarter and better suited to act as a trustee.”

Overview

Click Here to View Agenda

One of the fundamental resources of the employee stock ownership plan (ESOP) movement is the large group of dedicated, well-intentioned people who agree to serve as trustees, board members or other fiduciaries on behalf of their company’s ESOP. If you are one of those dedicated people, you have undoubtedly felt the concern that is inevitable when taking on that sort of responsibility. The Beyster Institute at the University of California San Diego has developed a special intensive education program to help relieve some of that concern – the Certificate Program for Non-Professional ESOP Fiduciaries.

This program is not just another seminar or conference; it is a comprehensive, and demanding, certificate program that prepares you and your fellow in-house fiduciaries with the knowledge and training you need to do the job.

Who should attend:

  • Employee-owners who serve as their company's trustee.
  • Company leaders who interact with their trustee(s) whether internal or external.
  • Members of your companies Board of Directors looking to understand the trustee relationship better.
  • Company advisors unfamiliar with the role of a trustee in an ESOP company.

Course content includes:

  • A review of the standards for appropriate fiduciary action given the potential range of decisions that will have to be made.
  • Small group work to assure that students grasp the full nature and responsibilities of the role.
  • In-depth exploration of the practical responsibilities that fiduciaries must deal with in their role.
  • Examination of a wide range of fiduciary decision-making situations, with practical guidance from our faculty and guest experts.
  • Click to View Agenda

Instructors

  • Martin Staubus, Consultant, Beyster Institute at the Rady School of Management, UC San Diego
  • Howard Kaplan, Trustee & Fiduciary Specialist, Kaplan Fiduciary Group - Atlanta, GA
  • Davin Gustafson, Valuator and Attorney, Apple Growth Partners, Cleveland, OH
  • Chelsea Mikula and Peter Jones, Attorneys, Tucker Ellis, Cleveland OH
  • Chris Cooper, Ohio Employee Ownership Center

2022 Sponsors

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