Beyster Events

Considering Reductions in Wages or Workforce Due to COVID-19 (Online Seminar) 

Thurs. April 16, 2020
8-9:15 a.m. PST
Registration: $45

Register

Overview

In the economic shutdown, most companies are struggling with how to address the cash flow drain created by COVID-19. ESOP companies are not immune to this pain. Payroll is normally a company’s largest cash outflow. The panel will provide their expertise to discuss issues ESOP companies need to address when considering a reduction in the workforce or a reduction in wages. The discussion will be helpful for ESOP company senior leaders including CEOs, presidents, CFOs and HR directors. Topics the panel will address include:

         Implications of wage reductions, layoffs, and furloughs

         Compliance issues such as partial plan termination, S corporation anti-abuse test (Section 409(p)), coverage tests, and deduction contribution limits

         Employment law issues including WARN Act

         Cash flow impact including potential repurchase obligation arising from a reduction in workforce 

Attendees are encouraged to submit your questions in advance of the webinar or during the webinar.  


Instructors

Kim Blaugher, Senior Consultant, Beyster Institute at the Rady School of Management

Becky Hoffman, Senior ESOP Consultant, Principal Financial Group

Karen Ng, Partner, Nixon Peabody LLP

 

Getting the Most out of Your ESOP Company Board of Directors (Online Seminar) 

Thurs. May 7, 2020
8-9 a.m. PST
Registration: $45

Register

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

Martin Staubus, Senior Consultant, Beyster Institute at the Rady School of Management, UC San Diego


Building an Effective Board of Directors for Your ESOP Company (Onsite Program)


June 8-9, 2020
Program Price $1,295 ($100 discount if you register before 5/22/2020)

Register

 

Overview

The typical company that establishes an ESOP is owner-operated.  Pre-ESOP, that individual has made the key decisions and called the shots.  After all, it’s their company, and they will reap the results of their decisions – good or bad.

But when ownership is transferred to an ESOP, the need to move away from that old form of corporate governance is compelling.  For the ESOP shareholder, it is critical that a well-qualified board of directors oversee the business. 

As an ESOP company, who will hold the CEO accountable?  Who will look down the road to see that the right things are being done today to assure prosperity for the company tomorrow?  Who will make the big calls on what risks are worth running and which are not?  These are the core responsibilities of a board of directors.

Building an Effective Board of Directors for Your ESOP Company offers a unique opportunity to gain an understanding of this critical function.  Led by experienced board members and professional advisors, we will review a range of key topics including:

  • What exactly is a board supposed to do?
  • What are the important qualifications for board service?
  • How do we combine diverse skill sets to compose a strong board?
  • What processes and procedures help a board to function well?
  • How can a board make use of committees to improve its effectiveness?
  • What is the appropriate compensation level for board service?

 

The ultimate objective of this program is to identify how to build and operate a board of directors that can have the most positive impact on the ongoing success of an ESOP company.  Whether you already serve on a board or are entirely new to this, you will gain valuable insight into this critical topic.

Because of the nature of the program, attendance is limited, so register early.


Instructors

  • Larry Goldberg, Partner, ESOP Law Group
  • Ken Schrader, Founder, Traction 360
  • Martin Staubus, Senior Consultant, Beyster Institute

 

Hotels in the Area:

Estancia Hotel La Jolla--within walking distance of the program

9700 N Torrey Pines Rd, La Jolla, CA 92037
(855) 430-7503

 

Hilton Hotel La Jolla Torrey Pines--near campus (1.2 miles)

10950 N Torrey Pines Rd, La Jolla, CA 92037
(858) 558-1500
Sheraton Hotel La Jolla--near campus (2 miles)
3299 Holiday Ct, La Jolla, CA 92037
(858) 453-5500

Certificate Program for Non-Professional ESOP Fiduciaries (Onsite at Kent State University, Ohio)

September 29-30, 2020

Location: Kent State University Hotel and Conference Center

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

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 Agenda Here!

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

Employee Ownership Management Course (Onsite Program)

October 12-14, 2020
Program Price $1,795 ($200 discount if you register before 9/25/2020)

Register

Overview

The Employee Ownership Management course has been providing management education for ESOP company executives for more than a decade. This intensive 2.5-day program is designed to provide those in key planning-level roles with the knowledge needed to operate their companies at the highest level of success.  Attendees will learn how to deal effectively with the technical requirements of ESOP operation and administration, how to structure their corporate governance, and how to tap the power of employee ownership to boost employee engagement, productivity, and performance. The course is designed to develop and refine management skills that take into account the specialized imperatives of the employee-ownership environment. The agenda covers the full skills menu: strategic planning; marketing; value management, driving growth; human resource management, employee development; and much more. 

Agenda: COMING SOON

Instructors: COMING SOON

Hotels in the Area:

Estancia Hotel La Jolla--within walking distance of the program

9700 N Torrey Pines Rd, La Jolla, CA 92037
(855) 430-7503

 

Hilton Hotel La Jolla Torrey Pines--near campus (1.2 miles)

10950 N Torrey Pines Rd, La Jolla, CA 92037
(858) 558-1500
Sheraton Hotel La Jolla--near campus (2 miles)
3299 Holiday Ct, La Jolla, CA 92037
(858) 453-5500