Document Board of Directors Onboarding Checklist An onboarding checklist for board members from NCEO member Web Industries. Member-Only Content. Login or Join to View.
Document Communicating the Now of Employee Ownership ESOP communications tend to focus too much on what an ESOP will do for you eventually, not what it does for you now. Use this tool to identify how to communicate the now of employee ownership. Member-Only Content. Login or Join to View.
Document ESOP Communications Committee Charter ESOP company NMR Group, Inc. created this mission statement and charter for its communications committee. Member-Only Content. Login or Join to View.
Document ESOP Company Board Handbook excerpt This excerpt of the NCEO's ESOP Board Company Handbook provides a legal overview of board governance, including trustee issues. Member-Only Content. Login or Join to View.
Document ESOP FAQ, by CALIBRE Systems, Inc. This simple but effective FAQ is used at ESOP company CALIBRE Systems, Inc.
Document ESOP Fiduciary/Administrative Committee Workbook This presentation provides a detailed review of all the tasks that need to be performed on an ongoing basis. Member-Only Content. Login or Join to View.
Document ESOP trustee checklist for a company setting up an ESOP This checklist details what documents a trustee will request from a company. Member-Only Content. Login or Join to View.
Document Evaluating an Appraisal Report This checklist provides an excellent starting point for evaluating the appraisal. Member-Only Content. Login or Join to View.
Document Finding (And Keeping!) Employee-Owners: Transcript & Resource Guide Download this resource guide created to help you find and retain great people. Member-Only Content. Login or Join to View.
Document Form for Trustees to Evaluate Potential Appraisers This form from Neil Brozen of Ventura ESOP Fiduciary Services can be used to collect data from a valuation firm to assess its qualifications. Member-Only Content. Login or Join to View.
