Join Us for A Transformative Experience

Best-in-Class Boards: Explore key elements that define top-performing boards, such as strategic decision-making, fostering a culture of employee-ownership, aligning company performance with employee benefits, and ensuring effective communication.

Effectively Launching an ESOP: Understand the framework for the crucial steps and strategies needed to successfully implement and integrate an ESOP post-transaction.

Future-Proofing Your ESOP: Explore how companies can adapt and evolve their ESOPs to meet future challenges, such as changes in the market, regulatory shifts, and evolving employee needs.

HR Professionals Bootcamp: Focus on the unique challenges and opportunities HR professionals face in employee-owned companies, hiring and labor practices, fostering a culture of ownership, aligning HR practices with the company’s long-term goals, and enhancing employee engagement and retention.

Ownership Mindset and Results-Driven Communication: Foster a culture where employees think and act like owners, driving performance and company success through effective communication.

Building Your EO Month Playbook: Implement a strategic plan to celebrate and engage employees during Employee Ownership Month (EO Month). Gain actionable guidance on how employee-owned companies can design and implement impactful EO Month activities that reinforce the value of ownership, increase employee engagement, and celebrate the company’s ESOP culture.

Nuts and Bolts of Thriving ESOPs: Building and sustaining a successful ESOP requires a strong foundation, as well as the right tools to navigate growth, governance, and financial sustainability. This track dives into the critical structural elements that support a thriving, long-term ESOP, from second-stage transactions, proactive approaches to repurchase obligation strategy, managing succession planning, and adapting the ESOP structure to maintain its value and relevance.