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Forum Agenda

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How to Browse the Agenda

Make the most of your Forum experience by browsing sessions tailored specifically to you! Here's how:

  1. Find the Full Agenda in the left-hand navigator (scroll down). Look for the navigation panel on the left side of the page and hover over "Full Agenda." You'll notice it highlights in light blue—that's your cue you're in the right place.
  2. Choose how you'd like to browse. Once you hover over Full Agenda, a submenu will appear with options including:
    1. Browse by Job Title
    2. Browse by ESOP Stage
    3. And more
  3. Explore your options. Hover over whichever category interests you, and an additional set of choices will expand. For example:
  4. Browse by Job Title reveals options like CEO, CFO, HR & People, Manager, and more.
  5. Browse by ESOP Stage shows options relevant to where your company is in its ESOP journey.
  6. Click your best match. Select the job title or ESOP stage that best fits you or the one closest to your role and the agenda will display sessions curated just for you.

💡 Tip: Not sure which option to pick? Choose the one that most closely resembles your role or your company's current stage. You can always go back and browse by a different category!

Session Topics: Tracks and Focus Areas

  • Best-in-Class Governance

    The Best-in-Class Governance track explores governance excellence and best practices for high-performing boards in employee-owned companies.

    Governance Basics Across EO Structures

    ESOP-Specific Director Competencies

    Risk Mitigation and Insurance (Cyber, Fiduciary)

    Board Composition, Succession, and Recruitment

    Executive Compensation, Succession, and Evaluation

    Board Development and Training

    ESOP Litigation and Regulation

    Trustee Best Practices

  • Employee Ownership Fundamentals

    The Employee Ownership Fundamentals track focuses on the structure and launch of employee owned businesses, with an emphasis on how employee ownership works and how to implement it correctly.

    EOT Best Practices

    Alternative EO Models

    ESOP Fundamentals

    Communicating a New EO Plan Internally and Externally

    Leadership in an Ownership Setting

    Plan Design and Business Implications

    New ESOP Roadmap - Technical Checkpoints

    Driving Change through Feedback and Ideas Systems

  • EO as a Competitive Advantage

    The EO as a Competitive Edge track is all about growth and market strategy. Showing attendees how to leverage ownership as a structural competitive edge.

    Mergers, Acquisitions, and Integration

    Holding Company Strategies

    Innovating in an Ever-Changing World

    EO as a Market Differentiator

    AI, Digital, and New Technology Strategies

    Scaling Your Employee-Owned Business

    Second-Stage Transactions and Recapitalization

    Strategic Planning at All Levels

  • HR and People Operations

    The HR and People Operations track explores how ownership culture shapes the way organizations attract top talent and create environments where employees want to stay and contribute as true owners.

    Mental Health and Wellbeing Programs

    Building High-Performing Teams

    Employee Compensation, Incentives, and Benefits

    Attracting and Retaining Talent

    Legal Compliance and HR Policies

    Integrating Ownership into Onboarding

    Performance Management and Career Development

    Conflict Resolution and Employee Relations

  • Developing an Ownership Mindset

    The Developing an Ownership Mindset track examines how organizations translate ownership into everyday behavior, building cultures where engagement runs deep and employees at every level feel and act like true stakeholders.

    Foundations of Ownership Culture

    Thriving Communications and Culture Committees

    Telling the Story of Ownership

    Communication and Engagement Systems

    Employee Ownership Month

    Creating a Culture of Psychological Safety

    Sustaining Momentum Year-Round

    Recognition, Activities, and Events that Reinforce Ownership

  • Financial Transparency and Education

    The Financial Transparency and Education track explores how organizations build financial fluency across their workforce—from open-book practices to line-of-sight accountability—empowering employees to connect their daily work to the bigger financial picture.

    Business Literacy for Employee-Owners

    Personal Financial Literacy and Wealth Building

    Open-Book Management Systems

    Designing High-Impact KPIs and Scorecards

    Line-of-Sight to Performance

    Financial Communication for Non-Financial Leaders

    Preparing Employee-Owners for Life After an ESOP

    Transparency as a Leadership Discipline

  • Nuts and Bolts of Thriving ESOPs

    The Nuts and Bolts of Thriving ESOPs track dives into the financial and operational fundamentals that keep employee-owned companies healthy, compliant, and positioned to grow for generations of employee owners to come.

    Financial Modeling

    Repurchase Obligation Strategy

    Plan Administration

    Valuation, Accounting, and Compliance Testing

    Market Changes, Risk Management, and Scenario Planning

    Mature ESOP Complexities

    Cash and Debt Management

    Aligning Your Professional Advisors

  • EOT Workshop Speakers

    Interested in speaking at the EOT Workshop? If you'd like to be considered for a session at our EOT Workshop, please submit your proposal under the "Employee Ownership Fundamentals" educational track and select "EOT Best Practices" as your subtopic.

CE Requirements
  1. Engage in the session content for all 60 minutes

  2. Input the secret word in the post-session evaluation survey. The secret word will be revealed at the end speaker's presentation.

  3. Submit the post-session evaluation survey.



    CE certificates will be emailed to you immediately after completion of the post-session survey. If you have not automatically received it, please check your spam folder or contact your IT team. Some company firewalls will filter out the email entirely.

    Contact eventhelp@nceo.org for further assistance   

CPE

Pre Forum: 2 hours
Main Forum: 12.25 hours

SHRM

Pre Forum: 2 hours
Main Forum: 12.25 hours

CLE

Main Forum: 6 Hours

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