(Online Seminar) ESOPs: a Briefing for Professional Advisors

Esop-Fiduciaries
Wed., May 7, 2014
8-9 a.m PDT
Registration: $45

 

Overview

The unvarnished truth: any financial or legal advisor to business leaders who does not have a good understanding of ESOPs and the remarkable advantages they offer is not prepared to serve their clients well. Big tax savings, unmatched flexibility, powerful employee motivation - you need to know this stuff. Fortunately, the remedy is simple. In this one-hour presentation you will get a clear and practical picture of what ESOPs are, the unique advantages they can offer, and where they may or may not be a good fit.

Instructor:

  • Martin Staubus, executive director, Beyster Institute at the Rady School of Management, UC San Diego

(Online Seminar) Forming and Operating an ESOP Company Board of Directors

Esop-Fiduciaries
Wed., June 11, 2014
8-9 a.m. PDT
Registration: $45

 

Overview

ESOP company governance rests on the successful collaboration in the efforts of three separate bodies – the ESOP trustees, the board of directors of the company and the management. The board of directors sits at the center of the governance structure appointing as well as answering to the ESOP trustee as shareholder and overseeing the actions of management as the three work together to create value. This webinar is an exploration of the nature of corporate directorship, the criteria necessary for successful service as a director and the processes by which our boards are formed and operate on a practical level. This webinar will be of interest to companies that are beginning to develop an independent board, those with established boards who would like to freshen the board's understanding of the role, and those brave souls who are serving in that capacity.

Instructor:

  • Anthony I. Mathews, senior consultant, Beyster Institute at the Rady School of Management, UC San Diego

The Corporate Directors' Exchange: A Course on ESOP Company Governance

Esop-Fiduciaries
July 13-15, 2014

 

Overview

Effective corporate governance is critical to the sustainable success of employee ownership companies. And effective governance depends in large part on a strong board of directors.

The Directors’ Exchange is a combination of instruction, interaction, benchmarking, and evaluation aimed at helping ESOP company directors better understand their role and how they can be most effective in serving the interests of their enterprise and its employee owners.

Instructors:

  • Anthony I. Mathews, senior consultant, Beyster Institute at the Rady School of Management, UC San Diego
  • Sid Scott, adjunct professor, University of Wisconsin, former HR director and current ESOP fiduciary
  • Martin Staubus, executive director, Beyster Institute at the Rady School of Management, UC San Diego
  • Specialist professional faculty as appropriate

(Online Seminar) Leadership in an Employee-Ownership Setting

Esop-Fiduciaries
Wed., Aug. 27, 2014
8-9 a.m. PDT
Registration: $45

 

Overview

A major vulnerability of our employee-owned companies is the confidence and commitment of our highest-level leadership. All too often, a change in highest-level leadership signals real problems for the continuation of employee ownership because, where highest-level management is not committed to sustaining and developing employee ownership, it is easy to find plausible "reasons" to undo it. So, what makes a great leader in an employee-ownership setting? This webinar is a suggested answer based on the sum of more than 35 years of experience working in, with and around employee-ownership companies.

Instructor:

  • Anthony I. Mathews, senior consultant, Beyster Institute at the Rady School of Management, UC San Diego

(Online Seminar) The Mature ESOP: Making Sure Everyone's an Owner

Esop-Fiduciaries
Wed., Sept. 24, 2014
8-9 a.m. PDT
Registration: $45

 

Overview

Following a leveraged ESOP transaction, a large amount of stock goes into employee accounts each year - until the day the loan is paid off and all the shares are allocated. How do employees hired thereafter get in on company ownership? How can you dodge the "haves" and "have-nots" syndrome? Get answers here.

Instructor:

  • Martin Staubus, executive director, Beyster Institute at the Rady School of Management, UC San Diego

Employee Ownership Management
Learn how to manage your employee-ownership company better

October 12-15, 2014

 

"Companies that combine ownership with a culture of participative management grow eight to 11 percent faster than those with such plans in place."
Study from the National Center for Employee Ownership

Overview

The Employee Ownership Management course has been providing specialized education for strategic level management employees for more than a decade. The program is designed to help those key planning-level executives to manage the challenges and tap upside potentials of employee ownership. The intensive three-day course is designed to develop and refine management skills that take into account the specialized imperatives of the employee-ownership environment while maximizing the advantages of an engaged workforce. This is a training curriculum in management skills that covers the full skills menu: strategic planning; marketing and brand development; cash management and financial planning for growth; human resource management and employee development; and much more.

Instructors:

  • John Hoffmire, University of Wisconsin, Madison; and Oxford University, England
  • Anthony I. Mathews, senior consultant, Beyster Institute at the Rady School of Management, UC San Diego
  • Sid Scott, adjunct professor, University of Wisconsin; and former VP at Woodward Communications
  • Martin Staubus, executive director, Beyster Institute at the Rady School of Management, UC San Diego

(Online Seminar) 10 Steps to Successful ESOP Administration

Esop-Fiduciaries
Thur., Nov. 20, 2014
8-9 a.m. PST
Registration: $45

 

Overview

Plan administration has always taken a back seat in the limelight to most of the other elements of the life of an ESOP. Appraisers, consultants, legal advisors, investment bankers and trustees are just so much more glamorous than the diligent green eyeshades who make all the numbers come out right at the end. This webinar is a testimonial to those who do this work and a comprehensive guide to exactly what it entails that may help those who resent having to pay for it. The checklist approach will be of real use to either end of the process, and the presenter will give the group an opportunity to explore and try to find answers for any pressing administrative issues of the day.

Instructor:

  • Anthony I. Mathews, senior consultant, Beyster Institute at the Rady School of Management, UC San Diego
Beyster Institute