Join Bob Massengill, Lee Bloom, Alex Moss and Cindy Turcot as they navigate a Mock Board Meeting at this year’s National ESOP Conference in Washington, DC.
This real-time mock Board Meeting focuses on the boundaries of Board authority, looking up to the Trustee level and down to the executive team. Which decisions are up to the Board, and how the board exercises appropriate influence. When and how should the Board consider changing ESOP Trustees and executive leadership, and how the Board’s role differs from the CEO. To what extent are these decisions guided by corporate bylaws, the ESOP Plan Document, and related governing docs.