Rady School of Management, UC San Diego

Employee Ownership Insights Spring 2013 Newsletter

Get expert insights on employee ownership topics


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Check out their upcoming events!

ESOPNCEO
The Hunter, Not the Hunted

The Hunter, Not the Hunted: Acquisitions by ESOP Companies

Wednesday, June 19 | 8:00AM PST
Register

Once, ESOP companies were thought of as weaklings – debt-ridden, maybe even set up to avert a closing of the company. My, how things have changed. Especially for ESOP-owned S corporations, ESOP companies now find themselves positioned to be the hunters, acquiring other companies that can’t keep up. Indeed, the ESOP can be a special advantage in structuring acquisitions. If your company has never undertaken the acquisition of another firm, this is your chance to demystify the process. Learn the ins and outs from ESOP executives who have been there and done that.

Instructors:
  • Anthony Mathews, director, Beyster Institute, UC San Diego

Program Fee
$45 registration

Location: Rady School of Management, UCSD Campus

Corporate Directors’Exchange

The Corporate Directors’ Exchange

Sunday - Tuesday, July 28 - 30
Register

Agenda

Effective corporate governance is critical to the success of employee ownership companies. And effective governance depends greatly on a strong board of directors. At an ESOP company, governance is uniquely vested in a collaboration among three bodies: company management; the ESOP fiduciaries; and the board of directors. Of these, it is the board that sits in the most critical seat at the center of the process. This 1.5 day program combines classroom activities, group exercises, expert lecturers, and group discussion to assure the participants’ mastery of the responsibilities attached to this vital role.

Instructors:
  • Anthony Mathews, director, Beyster Institute, UC San Diego and current corporate director
  • Sid Scott, University of Wisconsin, retired corporate VP and current corporate director
  • Martin Staubus, associate director, Beyster Institute, UC San Diego and current corporate director
  • John Hoffmire, University of Wisconsin, Madison and Oxford University, England

Program Fee
$1,195* registration
(fee includes tuition, course materials, campus parking, breakfast, lunch and a welcome dinner on Sun., July 28.)

*Register by June 1, 2013 and save $195
Ask us about additional discounts for multiple registrations from the same company. Enroll early – space is limited.

Location: Rady School of Management, UCSD Campus



Building a Culture of Ownership

Building a Culture of Ownership

Wednesday, August 14 | 8:00AM PST
Register

Building a Culture of Ownership This much is certain: if you put company stock in employee hands and then send them back to work as usual, you get results as usual. But when a company creates a "culture of owneship" employee-owners respond by producing remarkable results. So what is a culture of ownership and how do you foster one? Find out here!

Instructor(s):
  • Anthony Mathews, director, Beyster Institute, UC San Diego

Program Fee
$45 registration

Location: Rady School of Management, UCSD Campus



Managing to Create Value

Managing to Create Value - The Open Book Way

Wednesday, October 16 | 8:00AM PST
Register

Too many companies leave their people in the dark – and therefore powerless to help – when it comes to tracking and driving the financial performance of the company. The success of “open book management” companies has shown that when you teach people to follow the numbers and become a proactive player in driving results, company performance jumps. Tune in here to find out what it’s all about.

Instructor(s):
  • Martin Staubus, associate director, Beyster Institute, UC San Diego

Location: Rady School of Management, UCSD Campus



Beyster Institute