Who Should Attend

Elevate your leadership, empower your team, and stay ahead of industry trends at the 2024 Fall Forum—an unmissable event designed for leaders, employee-owners hungry for business insights, key decision-makers, and industry service providers. Don't miss this exclusive opportunity to network, learn, and stay ahead of the curve in today's rapidly evolving business landscape.

Gain strategies to drive organizational success through employee ownership.

Learn the value of employee ownership and how your ownership mindset can transform your career and retirement plan.

Connect with industry leaders, showcase services, and expand expertise in the employee ownership community.

Explore how employee ownership can fuel growth and success for your business.

Gain insights on attracting, engaging, and retaining talent through communicating the power of employee ownership and fostering an ownership culture in your business.

I gained an exceptional amount of knowledge from the forum and a great sense of community. As a member of a new ESOP, I no longer feel as though we are alone.

Perfect size to make connections with fellow attendees and presenters to gather useful information to back to our own ESOP-owned companies.

I was able to grow my knowledge of ESOP workings and network with other people/companies who were passionate about ESOPs. It was very helpful and inspiring.

Registration Fees

Main Forum
Preferred (April 18–August 14)$690$825
Standard (August 15–September 18)$850$900
Preforum Events (additional cost)
Preforum sessions$150$150
EOT preforum workshop$350$350

Before Registering

Once you click the Register Now button below, on the next screen please enter the email associated with your NCEO account. Please remember your username is usually your email associated with your company/firm. If you are unsure whether you have an NCEO account, please contact [email protected] or call 510-208-1300. If you are not an NCEO member, you will see nonmember prices. If you would like to join as a member, please contact [email protected] or call 510-208-1302.

If you want to get the best prices, make sure your NCEO membership is current. Please make sure to renew your membership before registering.

Cancellation Policy

You may cancel your registration at any time and receive a refund less an administrative fee of $75.00 per person until August 15, 2024, at 12 am. After August 15, if you wish to cancel you will receive a refund less an administrative fee of $125.00 per person until September 7, 2024, at 12 am.

We will issue a refund to the original method of payment used at the time of purchase. For checks, you will need to submit secure ACH details for a refund. No refunds will be sent via check.

Any cancellations made after September 7, 2024, at 12 am will not be refunded or credited.