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Good Governance - Corporate Documents: Strategies to Protect the Future

Kreischer Miller (Horsham, PA) | September 24, 2014

One important - but often overlooked - area of risk management is the various operating agreements that provide for such things as boundaries for corporate actions, effective transfer of ownership interests, and non-compete and non-solicitation protection. Effective agreements can help protect you and your business from unpredictable and potentially damaging events.

This seminar identifies common pitfalls associated with corporate documents and provide you with a variety of best practices to help you attain your desired goals. Discussion topics include:

  • Roles, responsibilities, and compensation issues in multi-owner, multi-generational organizations
  • Transfer of ownership interests within a closely-held business-family dynamics, sales to outsiders, redemption issues, etc.
  • Documents to obtain from new hires to protect against actions detrimental to the company

Panelists:
Steve Christian, Managing Director of Kreischer Miller
Ryan Udell, Co-chair Corporate and Securities Group of White and Williams, LLP

Join us for an interactive and practical seminar on dealing with the basic tenants of effective corporate dicuments. Drawing on more than 50 years of combined experience advising middle market companies on good governance matters, Steve and Ryan will share interesting, thought-provoking experiences that can help you evaluate the effectiveness of your governance practices.

Agenda:
7:30 AM - 8:00 AM        Breakfast and networking
8:00 AM - 10:00 AM      Seminar 

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