Events

October 5, 2026

Private Directors Association PRISM 2026

Effective ESOP Governance: Board Training & Development Workshop

Speakers: Alex Moss with Haydee Caldero (GreatBanc Trust Company), Leah Turnbull (BMO Corporate Advisory), and Matt Hricko (Stout)

The goal of this workshop is to highlight key corporate governance issues that ESOP boards/companies may face. We plan is to have a few case studies for participants to work on together to learn from each other on various topics  including: board formation, board agendas, the board’s relationship with the trustee, mature ESOP issues, M&A (buy/sell) conversations, and debt restructuring. Ultimately, participants will walk away with an understanding of the value that a board should have in creating shareholder value.

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