The Certificate Program for Non-Professional ESOP Fiduciaries - Winter 2018

The Beyster Institute will present its sixth annual Certificate Program for Non-Professional ESOP Fiduciaries course this winter – Feb. 11-14, 2018 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.

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:


"Thanks to the entire Beyster team at UCSD! The course provided the education we all need to be successful and effective ESOP trustees for our companies. I feel better educated on what is and isn’t our responsibility as trustee. I feel empowered!"
Ramona Alms, ESOP trustee and CFO, Dini Spheris, Houston, Texas

"I feel hugely more empowered to make decisions that won’t get my company into trouble! Very much worth the time away from the office."
Liesl Deck, ESOP trustee and financial controller, GSI Water Solutions, Portland, Ore.

"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, Los Angeles, Calif.

"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., Escondido, Calif.

"I wanted to thank you for a great class. I really enjoyed it and feel like I walked away smarter and better suited to act as a trustee."
Ryan Scally, publications manager, Parametrix, Bellevue, Wash.

"Thanks Beyster team … you guys’ rock! And the biggest treat was how great my fellow classmates were!"
William Schlichter, CEO and trustee, EMN Defense Systems, San Diego, Calif.

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