Internal & External Trustee Duties & Responsibilities: Legal Administration, and Valuation

Wednesday, May 1, 2024

11:15 AM - 12:15 PM ET

Location: 114 - 115

Earn 1 CE Hour

CE Type: CLE, CPE

NCEO Publication: The Inside ESOP Fiduciary Handbook
NCEO Publication: Questions and Answers on the Duties of ESOP Fiduciaries
NCEO Info Page: Questions and Answers on the Duties of ESOP Fiduciaries

Our expert panel will guide you through every aspect, starting with the intricacies of the Plan and Administration. You'll gain insights into the critical role Trustees play in setting the share price, a fundamental aspect of your ESOP's success.
This is your opportunity to learn from experienced professionals who will demystify the Trustee's responsibilities and help you navigate the complexities of ESOP management. Don't miss out on this valuable session.

Learning Objectives:

Understand the intricacies of ESOP Plan and Administration, gaining comprehensive insights into the key elements that contribute to its success
Recognize the critical role Trustees play in determining the share price within an ESOP, and grasp how this factor influences the overall success of the employee ownership plan
Acquire practical knowledge from experienced professionals, demystifying Trustee responsibilities and developing the skills needed to navigate the complexities of ESOP management effectively

Merri E. Ash, n/a (she/her/hers)
Owner
Internal Trustee
mesa, Arizona
James Steiker
Chairman
SES ESOP Strategies, Pennsylvania
Gregory Cook
Director
Prairie Capital Advisors, Inc., IL