Meeting Archive:
The Role of the Trustee and Governance in an ESOP-Cooperative Hybrid


Meeting Description:
How does the ESOP Trustee fit within a democratic framework? How do the employee owners, the Board, and trustee interact within a democratic framework? These questions and more will be covered in this session.
 
This session will assume at least a basic understanding of both ESOPs and Worker Cooperatives. Prior to the webinar, you can review both models at this page. The next session will be a discussion around how the ESOP Trustee, the Board of Director’s, and the employee owners work together to create the culture and company that works.
 
This webinar is sponsored by the Ohio Employee Ownership Center at Kent State University (with support from the USDA's Rural Cooperative Development Program); The Center for Community Based Enterprise (C2BE); Horizon Trust & Investment Management; Once Again Nut Butter; and 
Details
Date: Wed, Mar 13, 2019
Time: 02:00 PM EDT
Duration: 1 hour 30 minutes
Host(s): Chris Cooper
 Presenter Information
Moderator: Chris Cooper, Ohio Employee Ownership Center
Speaker Photo

Chris Cooper is a Program Coordinator at the Ohio Employee Ownership Center (OEOC). The Ohio Employee Ownership Center (OEOC) is a non-profit, university-based program established at Kent State University in 1987 to provide outreach, information, and preliminary technical assistance to Ohio employees and business owners interested in exploring employee ownership. In the 20-plus years Chris has worked at the OEOC, he has focused on: assisting business owners with their succession plan (and hopefully facilitating a sale to the employees); providing training and education programs to the 75-member companies of Ohio’s Employee Owned Network, and companies across the country; and assisting employee-owned companies with all areas of business planning and training. He is also the primary trainer for the ESOP Association’s Employee Owner Retreat (which the OEOC staffs), and has spoken or presented at all of the major employee ownership events, both regionally and nationally.


Peter Jones, Horizon Trust & Investment Management
Speaker Photo

 Peter E. Jones is a Vice President and ESOPTrust Officer for Horizon Trust & Investment Management in Columbus, Ohio. Peter has worked extensively with ESOPs and ESOP-owned companies–first as legal counsel to ESOP-owned companies and transactional trustees and now as an ESOP Trust Officer for Horizon in its service as Trustee on a transactional and on-going basis. Peter is a member of the Ohio Employee Ownership Center, National Center for Employee Ownership, and American Bar Association, and serves as co-chair of the Legislative and Regulatory Affairs Committee of the Ohio/Kentucky Chapter of the ESOP Association. Peter has been a member of the bar of the State of Ohio since November 2007.