In-Person Meetings

This traditional learning format brings you face-to-face with our expert presenters. Meetings include a networking luncheon and provide opportunities to ask questions and interact with both presenters and other attendees. Meetings offer CPE, SHRM, and in some cases IRS continuing education credits.

Also see our Webinars, which provide online presentations on a variety of topics and are available both live and as prerecorded replays.

NCEO meetings

The ESOP Symposium: Ownership Solutions for Established ESOPs

The market, the regulatory environment, and your work force are all changing: shouldn't your ESOP as well? The ESOP Symposium uses presentations by experts and structured networking to bring your knowledge up to date, help you learn from other companies, and give you best practices in ESOP areas such as governance, financing, operations, repurchase obligation, and culture. Register for either or both days of this seminar and move freely between the tracks. Sleeping room and early registration rates have been extended until August 24, 2016
NCEO meetings

The S Corporation ESOP Seminar

If your company is, or is thinking about becoming an S ESOP corporation, this new, in-depth two day seminar will help you identify the best practices in taking full advantage of the unique opportunities of this highly tax-favored way to organize a company. This meeting will be held in Denver, CO, on September 21-22, 2016. All attendees will receive a copy of the NCEO publication S Corporation ESOPs, compliments of Zick Business Advisors. This meeting is SOLD OUT! Please consider the ESOP Symposium.
NCEO meetings

Get the Most Out of Your ESOP: An ESOP Communication and Culture Forum

This interactive working conference features presentations by ESOP experts, experienced trainers, organizational development experts, and insiders from successful companies. Each day also integrates structured activity sessions in small groups and unstructured opportunities to network with fellow ESOP companies struggling with similar issues. Anyone involved with building the effectiveness of an ESOP should attend, including those working with ESOP communications, human resource development, ESOP committee members, as well as senior decision-makers involved in creating and shaping ESOP plan design. The conference consists of two days of meetings; registration is separate for each day, so you can attend either or both days. The 2016 Get the Most meeting will take place September 27-28, 2016 in Indianapolis, IN. The series begins with a half-day (afternoon) pre-forum meeting taking place on September 26, 2016 entitled Employee Ownership as a Strategic Advantage. We are sold out for September 27 and 28, but you can contact Christine Lewis at or 510-208-1308 to be placed on a wait list in case any registrants cancel.
NCEO meetings

Is an ESOP Right for You? An In-Depth Look at Employee Stock Ownership Plans

Enhance your company's legacy and benefits plan with an ESOP, the most tax-efficient method of exit planning. This one-and-a-half day seminar brings together leading experts from around the country to provide a comprehensive, practical guide to help you determine if an ESOP will work for your company, and if it does, how to set up a plan that will work.
NCEO meetings

Equity Compensation for Companies Staying Privately Owned

For years, the standard thinking has been that companies will want to go public or, much more likely, be sold to an eager buyer, within a few to several years of starting. But more and more companies want to stay private for many years or even indefinitely. But how can these companies get liquidity for their employees and investors and stay private? This meeting focuses on practical solutions, such as redeeming shares, internal markets, secondary markets, and sales to an employee stock ownership plan. It also explores best practices in plan design, administration, and communications in entrepreneurial companies.
Annual Conference

Annual Employee Ownership Conference

As the nation's premiere gathering on employee ownership, the NCEO's annual conference provides an ideal opportunity to learn, network, and share your knowledge with others. The conference features interactive presentations and lectures from hundreds of top employee ownership experts and experienced leaders from successful employee-owned companies. Our 2017 conference will take place in Denver, Colorado (April 46, with preconference sessions on April 3) and will build on the sold-out success of our 2016 conference in Minneapolis, where over 1,660 attendees joined us. Registration will open in November, and the program will be posted in December.

Annual Conference Home