September 19-21, 2018
Columbia Financial Advisors, Inc. is a proud sponsor of this event.
Join CFAI at The ESOP Association - Northwest 2018 Chapter Conference. Alongside networking and educational opportunities with members of our professional staff, Principal & Seattle Office Director, Nic Staloch, ASA, will speak in the following presentation:
Thursday, September 20, 2018
10:30 a.m. - Noon
Your ESOP: Who Does What?
This introductory session will provide a basic explanation of ESOPs and how they work. Intended mostly for employee owners in established ESOP companies – but also potentially of interest to those considering an ESOP for their company.
This session will describe how ESOPs are structured, how they operate, who runs the company, the roles and responsibilities of all the parties involved (trustees, valuators, administrators, board members, managers) and how to create the “ownership culture” that is so essential in tapping the great motivational potential of employee ownership.