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Beyond the Basics: An ESOP Workshop


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Beyond the Basics: An ESOP Workshop

DATE: 14 FEB 2018
TIME: 8:30 AM - 10:30 AM
LOCATION: Bernstein Shur, 100 Middle Street, Portland, Maine, 5th Floor, IB Conference Room
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There’s been a lot of discussion at both regional and national conferences—and in the news!—about the growing number of ESOP companies across the country. And, there are a lot of opinions out there about how to maximize the benefits of being an ESOP company, as well as what companies are good ESOP candidates to begin with.

Join Bernstein Shur shareholders Steven Gerlach, Peter Herzog and David Schneider in a breakfast workshop as they address your issues and help you take those next steps. In this workshop, we’ll address how to assess an ESOP’s place in your company’s succession plan, how to maximize ESOP benefits, how the duties of the ESOP trustee and the board of directors intersect and how to engage employees and management in the process. We’ll also focus specifically on labor and employment issues that may arise for ESOP companies.

Registration and breakfast will be provided beginning at 8:00 a.m. Space is limited. To register, email info@bernsteinshur.com or call 207 228-7166.