The Certificate Program for Non-Professional ESOP Fiduciaries

Winter 2015

The Beyster Institute will present its third annual Certificate Program for Non-Professional ESOP Fiduciaries course this winter – Feb. 22-25, 2015 at the Rady School of Management. The class is part of the Institute's comprehensive program of employee-ownership governance education: the Governance Curriculum for Employee-Ownership Companies. 

The Certificate Program for Non-Professional ESOP Fiduciaries is an intensive educational program. We believe it's an essential part of the training for anyone who is not a professional fiduciary yet who is acting as, considering acting as, an ESOP trustee or fiduciary committee member. The course curriculum takes place over two and a half days and includes a combination of classroom activities, group exercises, case study simulations, guest lecturers, and group discussion to assure students' mastery of the numerous areas of responsibility attached to this vital role in the ESOP movement.

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.

After a final review and proof of mastery exam, each student will receive a certificate issued by the University of California San Diego, Rady School of Management attesting to their mastery of the concepts and skills necessary to serve as a non-professional fiduciary.

For further information or to register online, please visit:

"Very useful and thoughtful session today. I appreciate the knowledge, professionalism and wisdom in the room. Wow! Thank you for your great work and communication!"
Jon Fredricks, president, The Welk Group, Inc.

"The training was really helpful.  I feel better prepared for my role as ESOP trustee – and nice to know I’ve earned a certificate!"
Deanna Hansen, internal trustee, Environmental Science Associates