The ESOP transaction has closed. Now what? The "to-do" list continues. This session is geared to help participants identify the tasks needed on a post-transaction basis related to financial tasks, organizational tasks, corporate governance tasks and ESOP administration tasks. These tasks include one-time tasks and ongoing/annual tasks. We will cover the responsible parties for those possible tasks, recognize any pertinent deadlines, and develop a possible timeline/checklist for attendees to take home. This timeline/checklist will aid participants in crafting a post-closing checklist and establishing an annual administration checklist for ongoing management.
Learning Objectives:
Identify the one-time and ongoing post-closing tasks for financial, organizational, ESOP administrative, and corporate governance considerations.
Clarify the service providers and internal employees charged with each task.
Develop an annual checklist that can be used for ongoing administrative tasks.
