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The Certificate Program for Non-Professional ESOP Fiduciaries
Presented by the Beyster Institute at the Rady School of Management
You are invited to participate in a groundbreaking event – the first ever Certificate Program for Non-Professional Fiduciaries !
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 program to help relieve some of that concern - the Certificate Program for Non-Professional Fiduciaries.
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Details
February 10-13, 2013
1,595*
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Course Content Includes:
- UA 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.
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Featured Instructors
Anthony Mathews, Beyster Institute at the Rady School of Management
Martin Staubus, Beyster Institute at the Rady School of Management
Sid Scott, University of Wisconsin
Neil Brozen, Bankers Trust Company of South Dakota
Larry Goldberg, ESOP Law Group
Christopher Kramer, Strategic Equity Group
Loren Rodgers, National Center for Employee Ownership
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