Chris Adee, CEO of OwnersEdge, a 100% employee-owned holding company, will be speaking at an event hosted by the National Center for Employee Ownership next week.
As a leader with expertise in ESOP financial management, Chris will be sharing insights, strategies, and experiences with business owners considering an ESOP as an exit strategy.
EVENT DETAILS
Conference: Is an ESOP Right for You?
Date: Tuesday, February 6th, 2024
During the session, Chris will discuss:
- Key challenges and opportunities in fiduciary management.
- How to work with the trustee.
- Details about governance and operations.
- Examples of decisions fiduciaries make that affect plan assets.
- Q&A session for personalized insights.
Attendees will gain several benefits such as:
- Gain valuable knowledge and insights from a seasoned expert with several years of experience in fiduciary management and acquisition strategy.
- Network with like-minded business owners and ESOP experts.
- Discover actionable strategies to enhance your knowledge of fiduciary responsibilities in an ESOP-owned company.
- Stay ahead of the curve in the ESOP industry.