EOT Workshop

Join the Third Annual EOT Workshop at the 2026 NCEO Forum - Transform Your Understanding of Employee Ownership

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A One-Day Workshop at the NCEO Forum

Wednesday August 26, 2026
8:45AM - 4:45 PM

Join us at the 2026 NCEO Forum for an intensive one-day workshop designed to clarify Employee Ownership Trusts (EOTs). Last year's workshop brought together a diverse community of business leaders from EOTs and prospective EOTs, service providers, and development professionals.. This year, we're building on that momentum with an even more robust deep dive into EOTs.. This interactive workshop is ideal for EOT companies, business owners, employee-owners, HR professionals, financial advisors, exit planners, etc., looking to explore innovative business ownership models that can drive employee engagement and boost company performance. Lunch will be provided, and attendees have access to the evening cocktail reception on Wednesday, included in your registration cost. All sessions for this one-day workshop will take place at the Sheraton Phoenix Downtown.

 

Please Note:

This workshop will run from 8:45 AM to 4:15 PM on the first day of the 2026 NCEO Forum. Main Forum sessions begin at 1:00 p.m. Attending the EOT One-Day Workshop will conflict with Concurrent Sessions 1, 2, & 3.

There are two registration options available:

  • You can register for the EOT workshop only
  • You can register for the EOT Workshop & NCEO Forum bundle to attend the following days of the NCEO Forum at the current registration rate
Learn more about Please Note:>

Why This Workshop Stands Out:

Whether you're a business owner exploring succession options, a service provider looking to expand your EOT expertise, or part of a recently converted or mature EOT, you'll find your people here. Last year, attendees were a diverse mix of advisors and companies at every stage of their ownership journey. Professionals came to learn, share, and solve real challenges together.

What You'll Gain:

  1. Practical knowledge: Move beyond theory to understand exactly how EOTs function as succession plans and long-term employee benefits
  2. Peer-to-peer problem solving: Join facilitated roundtables where you'll tackle common hurdles alongside others who've been there
  3. Direct connection with service providers and consultants: Connect directly with expert service providers to discuss your specific challenges and discover proven solutions
  4. Expert insights: Hear from long standing EOT’s and adept service providers on cutting edge EOT implementation and governance strategies.

Is This Workshop For You?

This is the place to be if you're a business owner weighing EOT succession against traditional options and want to understand what really happens post-transition. It's essential for EOT company leaders looking for expert insights to tackle your next growth phase. Service providers and advisors serious about building or expanding their EOT practice will find this is where the ecosystem comes together. And CEOs exploring employee ownership transitions will discover practical frameworks and best practices for leading their organizations through ownership culture transformation.

A Day Designed for Maximum Impact

This workshop covers a TON of content, led by expert practitioners.. You'll experience case studies from companies that have successfully made the transition—learning what worked, what didn't, and what they'd do differently.

The facilitated roundtables are where the magic happens. These aren't generic networking sessions; they're structured problem-solving conversations tailored to your specific stage in the EOT journey, regardless of if you're six months from a potential transaction or managing your third year of employee ownership. Every element is designed to send you home with something you can act on immediately—whether that's a clearer financial model, a new approach to building ownership culture, or the contact information of someone who's solved the challenges you're facing.

This is where the EOT community comes together – the third annual NCEO EOT Workshop. Will you be part of it?

Learn more about A Day Designed for Maximum Impact>

Secure Your Spot at the NCEO Forum

Early Bird Pricing

Until

Member: $675

Non-member: $900

Register

Preferred

Until

Member: $800

Non-member: $975

Register

Standard

Until

Member: $975

Non-member: $1,050

Register

Join us and be a part of this transformative event.