Interplay between Trustee and the Board of Directors - McDermott

Interplay between Trustee and the Board of Directors

Overview


Allison Wilkerson presents together with Lance Studdard, Founder and President of the ERISA Fiduciary Group, at the National Center for Employee Ownership (NCEO) webinar “Where the Roads Meet: Interplay between Trustee and the Board of Directors.” The discussion will explore the valuation process, interaction between trustees and boards of directors during compensation decisions, how they may consider offers to purchase the company and the oversight requirements on both parties.

Learning Objectives:

  • Identify duties imposed upon each of the board of directors and the trustee(s)
  • Understand how the various roles impact day to day and ESOP requirements
  • Understand how the various roles impact larger corporate decisions such as considerations given to an offer to purchase the company

This webinar is free to NCEO members. Not a member? Join today and gain access to future McDermott-hosted webinars.

Learn more and register here.

Dig Deeper

Half Moon Bay, CA / Speaking Engagements / September 9 – 10, 2025

Institutional Investor 17th Annual DC Institute Half Moon Bay Symposium

Oxford, UK / Speaking Engagements / August 5 – 8, 2025

The Oxford Symposium on Employee Ownership

Chicago, IL / Speaking Engagements / June 3 – 6, 2025

2025 PLANSPONSOR National Conference

Webinar / Speaking Engagements / June 3, 2025

Beneath the Service: Administration Beyond the Distribution Policy

Chicago, IL / McDermott Event / June 3, 2025

Employee Benefits Hot Topics Roundtable & Happy Hour

Get In Touch