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Administering Your ESOP: Company Responsibilities

Beyster Institute

Jan. 13, 2020 - Jan. 15, 2020

Includes breakfast and lunch on program days, as well as a dinner reception Monday evening

So your transaction has closed and your ESOP is up and running.  What will it take to assure that the program is operated correctly, effectively, and efficiently?

Yes, if you have properly prepared, you will have lots of help with this responsibility: a third party administration firm (TPA); a Trustee; ESOP legal counsel; and a good CPA.  But your own company management will need to know how to interact with these helpers.  What will they need from your CFO, from your HR director, from your CPA?  Who in your company will need to do what, and when?

The consequences of mistakes can be very costly – not only in dollars, but in upset employees, visits from government regulators, and other very undesirable outcomes.

The Beyster Institute has assembled an instructor group featuring highly regarded experts from across the US.  This will be a very hands-on program, with extensive opportunities for small group workshops and personal interaction with the instructors.  Please plan on a pre-program conference call with the instructors will let you know how to prepare for the course, what materials you should bring with you, etc.

Ultimately, the successful operation of your ESOP is your company’s responsibility.  This program is well, well worth the price of admission.  As they say, an ounce of prevention...


  • Kim Blaugher, Executive Director, the Beyster Institute
  • Jennifer Briggs, Organizational Development and HR Executive Consultant
  • Rebecca Hoffman, Senior ESOP Consultant, Principal Financial Group
  • Renee Lewis, Partner, Holland & Knight LLP
  • Nick Braun, Director, Chartwell Financial Advisory
  • Kevin Trieber, Sr. Vice President, Bank of America
  • Sandy Shoemaker, Partner and CPA, Plante Moran
  • Howard Kaplan, ESOP Board and Fiduciary Advisor, Kaplan Fiduciary

University of California, San Diego
Rady School of Management Building
Room 4E003
La Jolla, CA

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