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Certificate Program for Non-Professional ESOP Fiduciaries

Presented in partnership with The Beyster Institute
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Back by popular demand — The Ohio Employee Ownership Center is proud to announce that we have once again partnered with the Beyster Institute to bring their popular and well regarded program for Non-Professional ESOP Fiduciaries back to Ohio for 2020.

September 29th-30th, 2020
Kent State University Hotel and Conference Center
Kent OH 44240

Overview

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 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 UCSD 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.

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.
  • Download Last Year's Agenda (for reference)

Instructors

  • Martin Staubus, Executive Director, Beyster Institute at the Rady School of Management, UC San Diego
  • Tony Matthews, Employee Ownership Consultant, Beyster Institute at the Rady School of Management, UC San Diego
  • Dale Vlasek, Attorney, McDonald Hopkins LLC
  • Davin Gustafson, Valuator and Attorney, Apple Growth Partners
  • Howard Kaplan, Trustee & Fiduciary Specialist, Kaplan Fiduciary Group
  • Ann Seward, Insurance Specialist, Oswald Group

Registration and Cost

September 29th-30th, 2020

Kent State University Hotel and Conference Center, Kent OH 44240

Early Bird Registration Rates (Ends August 30th 2020)

Members of the OEOC’s Ohio Employee-Owned Network - $1,100

Non-Network members - $1,495

Regular Rates (Start August 31st 2020)

Network Members - $1,300

Non-Network Members $1,695

Click here to reserve a $119 sleeping room at the Kent State Hotel and Conference Center

ENTER THE DISCOUNT CODE ‘ESOP20’ in the rate options drop down box

Consider Becoming a Network Member click here

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.”

2020 Sponsors

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