Private Directors Association
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Webinar | ESOP Company Board Issues: Political, Legal, and Regulatory Considerations
Tuesday, November 16, 2021, 12:00 PM - 1:00 PM CDT
Category: ESOP

10:00 AM - 11:00 AM (Pacific)
11:00 AM - 12:00 PM (Mountain)
12:00 PM - 01:00 PM (Central)
01:00 PM - 02:00 PM (Eastern)

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Zoom invitation will be shared the day before the event.

Overview

This program will address important issues for members of boards of directors of ESOP-owned companies.  The panelists will discuss the intersection between ERISA law and corporate law, the potential liability board members face, and practical considerations for board members of ESOP owned companies.  

Thank you to our National and Gold Chapter Sponsors!

Panelists

 

Rebecca E. Greene 
Shareholder
Reinhart Boerner Van Deuren s.c. Attorneys at Law

Rebecca E. Greene is a shareholder in Reinhart’s Employee Benefits Practice where she advises both private and publicly held companies across many industries on employee benefits. Rebecca counsels plan sponsors and fiduciaries on establishing and administering all types of qualified retirement plans, health and welfare benefit plans and executive compensation arrangements. She advises plan sponsors and fiduciaries on compliance with the complex scheme of laws and regulations governing these plans and arrangements, including the impact of law changes, risks and benefits of alternatives, and implementation of decisions. Rebecca advises employers on best practices for employee plan governance and fiduciary risk management and works with employers to correct plan errors and navigate interactions with government agencies, including plan audits and investigations.

Serving as a trusted adviser to her clients, Rebecca recognizes the importance of taking the time to understand each employer’s specific needs and objectives before working with them to develop customized legal strategies to meet those goals. With more than a decade of legal experience, Rebecca is skilled, knowledgeable and values client comprehension, and focuses on distilling complicated legal matters into accessible and practical solutions.

 

Rick Pearl
Partner
Faegre Drinker

A trusted authority, Rick Pearl counsels and defends clients in complex ERISA matters involving 401(k)s, 403(b)s, ESOPs, and health plans. Rick has developed novel approaches to addressing complex ERISA issues, and he has an extensive knowledge of ERISA legislative history. He develops comprehensive defense strategies designed to achieve clients’ goals. Rick has an extensive knowledge of ERISA, the contours of ERISA fiduciary obligations, and ERISA’s liability provisions, and his defense strategies involve educating judges on the nuances of ERISA law. 

Moderator

 

Scott Miller
Founder, President and CEO
Enterprise Opportunities, LLC

Scott Miller works with executives at the highest level as an independent Board member acting as a catalyst to maximize organizational goals. He is a nationally recognized authority on mergers and acquisitions, risk management, strategic planning, business valuation, corporate finance and ESOPs. He is an entrepreneur who guided ESI Equity to prominence with vision, valuation expertise and a collaborative culture. His industry experience is strong in manufacturing, distribution, construction and professional services.

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