Meeting Archive:
Responsibilities of Internal Fiduciaries in ESOP Companies


Meeting Description:
There are many advantages to having qualified employees of the company serve as ESOP fiduciaries – whether as trustee or as a member of the ESOP administration committee.  But they should have the appropriate training for that role.  This session will provide a full overview of the role and responsibilities of company employees who serve as an ESOP fiduciary.
 
As always, members of Ohio’s Employee Owned Network have unlimited registrations to all of our webinars. For non-members, the cost to attend is $50 per person/per webinar (attendees will be invoiced at the completion of the webinar).
Details
Date: Wed, Jul 26, 2017
Time: 11:00 AM EDT
Duration: 1 hour
Host(s): Chris Cooper
 Presenter Information
Martin Staubus, The Beyster Institute
Speaker Photo

Martin Staubus is the Executive Director of the Beyster Institute, a university-based center of expertise on employee stock plans based at the Rady School of Management, UC San Diego.  The Institute offers consulting services to business leaders, advising on the effective use of employee stock programs.  His 30-year professional career has focused on workplace issues, specializing in employee stock ownership arrangements (including ESOPs, stock options, employee purchase plans, synthetic equity and more).  He has served as a practicing attorney, with positions at the US Department of Labor and in private practice.  From 1988-91 he was the deputy director of the ESOP Association, a trade group of companies with ESOPs based in Washington DC.  He has also served as VP of human resources at a Silicon Valley foodservice company and as a consultant to hundreds of business leaders on the effective design and use of employee stock ownership programs.