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, HRCI, 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.
You can register for and attend any combination of days for the seminars below (but not for the annual conference).
Annual Employee Ownership Conference
The Annual Employee Ownership Conference brings together the people and ideas that keep employee ownership working. Through practical learning, presentations by experts, and peer discussion, this three-day event (plus half-day preconference) keeps you at the forefront of the employee ownership world. The conference features many highly interactive sessions designed so you can get answers to your questions and find ideas that work for your company. The 2014 conference (held in Atlanta, GA, on April 8-10, with preconference sessions on April 7) was our biggest ever, with over 1,200 attendees. The 2015 conference will be held in Denver, CO, on April 21-23, with preconference sessions on April 20. Sponsorship applications are now being taken.
Annual Conference Home
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Equity Compensation Seminars
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 will focus on practical solutions, such as redeeming shares, internal markets, secondary markets, and sales to an employee stock ownership plan. It will also explore best practices in plan design, administration, and communications in entrepreneurial companies.
Is an ESOP the Right Choice for Your Company's Succession Plan?This seminar has been cancelled. We apologize for the inconvenience and hope to see you at another seminar in the future.
The ESOP Symposium: Ownership Solutions for Established ESOPsThe 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. The seminar will take place in Atlanta, GA on October 6-7, 2015.
Get the Most Out of Your ESOPThis interactive working conference features presentations by 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 three days of meetings; registration is separate for each day, so you can attend one, two, or all three days. The next Get the Most meeting will take place September 28-30, 2015, in Baltimore, MD.
The S Corporation ESOP SeminarIf 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. The next meeting will be on October 28 & 29, 2015 in St. Louis, MO. Watch for additional details soon!
Is an ESOP Right for You? An In-Depth Look at Employee Stock Ownership PlansEnhance 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. The meeting will be held in San Diego, CA on Sept 16-17, 2015.