Kutak Rock partner Michelle Ueding presented at the Nebraska/Iowa Chapter 2018 Roundtable & ESOP Executive/Board Summit on November 29 in Waterloo, Iowa.
Ueding and co-presenter Mike Mallaro of VGM Goup discussed "Mergers, Acquisitions and Unsolicited Offers." The session covered:
How an ESOP company might approach a corporate transaction or initial offer from another corporate entity.
The perspective of the ESOP as both buyer and seller, and the role of management, the fiduciary, and individuals who serve in both capacities.
How to prepare, what procedures to establish, when to engage the outside trustee, and how to manage risk.
To see the schedule for the 2018 Roundtable & Executive/Board Summit, please click on the file below.
Ueding's work at Kutak Rock focuses on qualified plans, deferred compensation plans and ERISA issues relating to these arrangements. She assists clients with plan design, due diligence, fiduciary duties, administration, investment review, disclosure requirements, drafting plan policies and administrative procedures.