Fall ESOP Forum

San Diego, CA :: September 15–16, 2020 (preconference on September 14)

Get the information, ideas, and advice you need to take the next step in your ESOP.

Join more than 500 employee-owners and ESOP experts for the Fall ESOP Forum, a two-day seminar featuring hands-on workshop learning with your peers, practical advice from experts, and sessions on the latest updates in legislation, research, and communication and culture. With more than 40 sessions, networking events, and consulting opportunities to choose from, this experience brings the educational value of our annual conference to a more intimate and focused setting.

Mark your calendar: September 14–16, 2020.

Add to Calendar   09/14/2020 01:00 PM 09/16/2020 05:00 PM America/Los_Angeles 2020 NCEO Fall ESOP Forum Blends the choice and flexibility of a conference with the personalization of a working seminar. San Diego, CA
Fall ESOP Forum

“This was my first NCEO Forum and I found it very impactful. I have a lot of ideas and insights to bring back to my company. I will send more people to future conferences and continue to attend.”
—2019 attendee

Who Should Attend?

The program is designed to accommodate a range of people, but some typical attendees are:

  • Experienced CEOs, CFOs, and other decision-makers at mature ESOP companies
  • Recently appointed or promoted directors and executives
  • Members of communication committees
  • Company advisors seeking to better understand ESOPs
  • Inside trustees

If you are considering an ESOP for your company, you'll find sessions on feasibility, plan design, and alternatives to ESOPs, and you'll learn what life is like as an ESOP company.


Diverse Topics

Explore everything from planning for the repurchase obligation to establishing an ESOP committee. All sessions, whether introductory or expert-level, dig into the real-world issues that all ESOPs encounter.


Curriculum Guidance

Are you a CFO with questions about sustainability, or an ESOP communication committee member in search of new ideas? There is a track for you. Can't choose? Jump around to design the curriculum that best suits your needs.


Ready-to-Use Content

Take the best of the Forum back to your company. The Forum is designed to leave you with enough material, community contacts, and information that you and your company can use to grow and improve throughout the following year.

San Diego: Another Reason to Attend

The heartbeat of every city lives in its downtown, and San Diego is no exception. Located only minutes from the airport, San Diego's thriving urban center offers an abundance of options for accommodations, activities, dining and cultural attractions, all easily accessible by foot, bike, car or public transportation. In the historic Gaslamp Quarter, where modern architecture and Victorian-Age buildings stand side-by-side, you'll discover eclectic galleries, chic boutiques, trendy nightclubs, rooftop bars, gastropubs, craft beer haunts and fine dining restaurants lining the streets.

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