Senior Vice President GreatBanc Trust Company Lisle, IL
During this session, we will discuss the difference between a repurchase obligation study and a sustainability study. We will also discuss ways various boards of directors can utilize the information to help the company sustain itself. We will also provide a real case study of what one board member does when the conversation centers on these two tools, and an actual case study on how one board member utilized the tool and the discussion the board had surrounding it. NCEO Publication: The ESOP Repurchase Obligation Handbook NCEO Toolkit: Board Excellence and Candidate Directory
Learning Objectives:
Learn what a repurchase obligation study is.
Learn what a sustainability study is, and how it differs from a repurchase obligation study.
Understand how to utilize the information obtained in a repurchase obligation study or sustainability study at the board level.
.jpg "Hillary L. Hughes, CFA (she/her/hers) photo")
