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Learning Objectives: This conference provides background in the key legal issues that define the role of directors and will ensure that participants know how to perform the tasks for which they are legally responsible. Presenters will help participants design and implement concrete steps to make their boards more effective, taking into account the unique governance implications of ESOPs. Participants will also learn ways to govern the company effectively through their relation with the CEO, including issues of executive compensation and performance evaluation. The session offers specific guidance for finding appropriate solutions during business downturns, management transitions, acquisitions, and other challenging circumstances. This one-day seminar covers:
This meeting is intended for members of the boards of directors of ESOP companies, but others involved with corporate governance including senior executives such as CEO's and CFO's or ESOP trustees or committee members might also benefit.
| 8:30 am | Continental Breakfast and Registration |
| 9:00 am | Overview and Introduction Corey Rosen, NCEO |
| 9:45 am | Legal Requirements for Boards of ESOP Companies James Steiker, SES Advisors |
| 10:30 am | Break |
| 10:45 am | Best Practices for an Effective Board Jack Veale, PTCFO, Inc. |
| 11:30 am | Table Talks |
| 12 noon | Company Speaker Mark Lewis, Woodfold Mfg., Inc. |
| 12:30 pm | Luncheon with the Experts |
| 1:45 pm | Overseeing the CEO/Board Daniel Reser, Fiduciary Services, Inc. |
| 2:30 pm | Dealing with Difficult Issues Ron Gilbert, ESOP Services, Inc. |
| 3:15 pm | Table Talks |
| 3:15 pm | Wrap Up and Adjourn Corey Rosen, NCEO |
Ronald J. Gilbert is president of ESOP Services, Inc. Ron serves on the board of directors of the NCEO, three ESOP companies, and on the legislative and regulatory advisory committee of the ESOP Association. He is co-author and co-editor of Employee Stock Ownership Plans: ESOP Planning Financing, Implementation, Law and Taxation published by the Beyster Institute. Mr. Gilbert was a Vice President with Kelso & Company.
Daniel Reser has been a fiduciary for corporate securities and reorganization transactions as well as trustee and custodian of retirement plans for over 25 years. Currently he is the President of Fiduciary Services, Inc., a registered investment advisor located in California. Specializing in selecting and managing corporate retirement plan investments, he is also active in the fiduciary concerns and decisions relating to company stock in such plans. Mr. Reser is certified as a Certified Corporate Trust Specialist by the American Bankers Association. He is also a member of the Western Pension Benefits Conference, the ESOP Association and the National Center for Employee Ownership.
Corey Rosen is executive director and cofounder of the NCEO. He was a professional staff member in the U.S. Senate, where he helped draft legislation on employee ownership plans, and a professor of political science at Ripon College. He is the author or co-author of numerous books and articles and over the years has spoken about employee ownership at conferences and companies all across the globe.
James Steiker is president of SES Advisors and founding partner in the related law firm, Steiker, Fischer, Edwards & Greenapple, P.C. He has more than 20 years experience as a legal and financial advisor in employee stock ownership plans and other employee ownership matters. He holds a law degree from New York University and a BA from Wesleyan University.
Jack Veale has over 25 years of experience in the governance areas of board formation, composition, crisis resolution, effectiveness benchmarks, and director evaluation and compensation. With ESOP boards, he has helped boards work through these issues as well as with ownership/leadership transition, family conflicts, and management conflicts or performance issues.
The meeting will take place at the sophisticated Alexis, a luxury boutique hotel which is located in downtown Seattle at 1007 First Avenue, Seattle, WA 98104 . You are responsible for making your own sleeping room reservations. To reserve a sleeping room at the special reduced standard meeting rate of $198 per night, single or double, or a deluxe rate of $228, please call (206)-516-5093 or central reservations at (800) KIMPTON and mention the National Center for Employee Ownership function to receive this rate and ensure that your room is part of our block. Rates are guaranteed, if rooms in our block are still available, through May 16th. Reservations received after that date will be accepted on a space and rate available basis. If the hotel sells out, please call the NCEO office to obtain a list of nearby hotels.
NCEO members: $195 per person. If you are not an NCEO member but join now ($90 for 1 year), you will receive the member rate.
Nonmembers: $265 per person. If you register 2 or more people at the nonmember rate, you will receive a complimentary 1-year NCEO membership.
Late fee: If you do not register online, a late fee of $35 per attendee will apply if you register after May 26, 2008.
Cancellation policy: A full refund will be issued, less a $50 administrative fee, if the request is received by the close of business on May 23, 2008. Cancellations made after that date and prior to our guarantee date of June 4, 2008, will be eligible for credit toward another program, minus a $50 administrative fee. Those canceling on or after the guarantee date will not receive a paper credit or a refund.
The National Center for Employee Ownership (NCEO) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to National Registry of CPE Sponsors, 150 Fourth Ave. North, Suite 700, Nashville, TN 37219-2417. Web site: www.nasba.org.
This program is a "Group-Live" offering and provides 5 hours of CPE Credit for Accountants in the area of specialized knowledge and applications. The material is basic level. No prerequisites or advanced preparation are required.
For more information regarding administrative policies such as complaints and refunds, please contact our office at 510-208-1300.
Copyright © 2008 by The National Center for Employee Ownership (NCEO) (phone 510/208-1300; email nceo@nceo.org; WWW http://www.nceo.org/). All rights reserved.
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