Alex Moss will present Getting the Most from Your ESOP Board: Productive Board, Leadership, and Trustee Interactions
ESOP companies often wonder how to get the most value from their boards of directors. This session starts with a quick / light review of basic board duties (vs. Trustee vs. Executive roles), the governance function. We'll review several key examples from our experience of how the board supports and holds executive leadership accountable, and how the board works with the ESOP trustee (and other shareholders if any), to oversee the company. And we'll discuss audience issues and challenges and compare attendees' approaches.
Lindsay Shafer will present Communicating Milestones and Challenges Throughout the Life of Your ESOP
Are you approaching diversification? Are you offering a one-time distribution or rebalancing? Are you acquiring another company? All employee-owned companies experience milestones and challenges that affect the ESOP and employee-owners. This session will discuss the importance of communicating this milestone/challenge to employees and how you can begin the conversation. We'll cover the why and the how, what is changing, and what it means for employee owners and the company as a whole. This session will be interactive, with companies sharing what has worked for them.
