Early Bird Pricing
Until
Member: $675
Non-member: $900
Available to the First 200 Registrants
View the
Forum Agenda
Scroll to next section
Stay tuned for the full agenda in June.
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.
Looking for Your Next Chance to Apply?
The 2027 Annual Conference Call for Speakers opens August 2026. Navigate to the Annual Conference website to sign up for updates on when the Call for Speakers is open and other important event updates.
How We Evaluate Your Submission
- NEW CONTENT ONLY: Abstracts that have been presented in the past at any employee ownership event will NOT be considered.
- Submissions must be educational and will be eliminated if they appear to be “pitches” for products or services.
- If you submit a proposal as an individual, you may be placed on a panel discussing a similar topic.
- Only one speaker per professional advisors firm will be accepted on a single submission. Employee-owned companies may have multiple speakers on the same panel.
- Every proposal receives careful, individualized review by our programming team. We take this process seriously, because our attendees do, too. We're committed to curating an agenda that reflects the highest standard of relevant, meaningful content.
- Every submission is reviewed with our attendees top of mind. We evaluate how well your session addresses the real challenges, questions, and goals of employee ownership professionals.
.jpg "2025-Speakers-(10)")
- Data received from previous speaker evaluations will be considered for the selection process, and preference will be given to those speakers with high performance and participant feedback from past NCEO events.
- Panels will max out at three panelists for an hour-long session.
- Workshop panels will max out at eight panelists.
- Speakers may submit multiple proposals but can only speak for one session. In the event more than one proposal is accepted, alternative speakers will be required.
- Panel proposals are prioritized over individual proposals. If you submit a individual proposal and a panel proposal on a similar topic, you may be placed on a panel for that topic.
- Proposals will be considered based on how you plan to deliver your session—whether your format, storytelling, and interactive elements will keep a professional audience engaged from start to finish.