NCEO: The National Center for Employee Ownership
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Speaking and Preliminary Consulting Services

While the National Center for Employee Ownership (NCEO) is not a consulting organization in the sense that we do not set up or administer plans, we can provide speakers for a variety of employee ownership-related events as well as introductory consulting services for companies considering plans or looking to update them. In fact, NCEO staff, such as Executive Director Corey Rosen (profiled below), have spoken on these issues all over the world.

Available Staff

Corey Rosen

Corey RosenCorey Rosen, Ph.D., is the co-founder and executive director of the NCEO. Recently, he co-authored, along with John Case and Martin Staubus, Equity: Why Employee Ownership Is Good for Business (Harvard Business School Press, May 2005). Over the years, he has written, edited, or contributed to dozens of books, articles and research papers on employee ownership. He is generally regarded as the leading expert on employee ownership in the world.

Rosen received his Ph.D. in political science from Cornell University in 1973, after which he taught politics at Ripon College in Wisconsin before being named an American Political Science Association Congressional Fellow in 1975. He worked on Capital Hill for the next five years, where he helped initiate and draft legislation on ESOPs and employee ownership. In 1981, he formed the NCEO.

Loren Rodgers

Loren RodgersLoren Rodgers is a project director at the NCEO, where he specializes in ESOPs and best practices in management for employee ownership companies. Having written dozens of articles, he speaks extensively about topics including communications, ESOP education, employee committees, business literacy, building and maintaining enthusiasm, current research, and corporate governance for employee ownership companies.

Rodgers has a Masters in Public Policy from the University of Michigan, where he studied employee ownership and international development with a focus on Slavic Europe. Before joining the NCEO in 2005, he was a senior principal and co-owner of Ownership Associates, a employee ownership consulting firm in Cambridge, Massachusetts, where he worked for 10 years. He is a researcher and active volunteer in the field.

Business Consulting

The NCEO provides limited consulting services both for companies considering employee ownership and those who that already have plans. Consulting can include helping to assess employee ownership alternatives; explaining how employee ownership plans work to managers, owners, directors, and/or employees; speaking to employee groups; ownership culture issues; and other considerations in helping an employee ownership plan work effectively. We can also do specific one-day training programs for inside fiduciaries or ESOP committees.

The NCEO does not provide long-term consulting. Consultation can be arranged on an hourly basis over the phone, live one-way or two-way video via Skype (free software is available), or in person. Engagements can be as short as a one-hour phone conference or as long as a one-day in-person meeting. Contact us for pricing.

Speaking to Your Group

The NCEO's speakers tailor their presentations to the specific needs and interests of any audience. With their professorial experience, they can effectively reach a wide array of audiences, including business, academic, and governmental groups, both large and small. They have experience speaking to the following audiences:
  • University audiences and student groups
  • Company meetings for employees and executives
  • Representatives from domestic and international government agencies and business groups both in the United States and abroad in Europe, Asia and South America
  • Conferences for expert professionals in the field of employee ownership and compensation
  • Social entrepreneurship and socially responsible investment organizations
  • Trade shows and conferences

Representative topics include, but are not limited to:
  • History and Broad Overview of Employee Ownership in the United States
  • Corporate Performance in Employee Owned Companies
  • Ownership Culture and Communication Issues in Employee-Owned Companies
  • Effective Employee Ownership: Principles and Best Practices
  • Research highlights
  • Succession planning
  • Advantages and Disadvantages of ESOPs
  • Advantages and Disadvantages of Equity Compensation Plans
  • Employee Ownership as Public Policy

They also have conducted training programs on specific technical and ownership culture issues, both live as well as in Webinar broadcasts. If you or your company would like someone to speak on a different subject, please let us know.

To Arrange for a Speaking or Consulting Engagement

Contact Corey Rosen by email at CRosen@nceo.org or by phone at 510-208-1314, or Loren Rodgers by email at LRodgers@nceo.org or by phone at 510-208-1307. Consulting fees are discussed above. For speaking engagements (such as at a conference, an academic institution, etc.), travel reimbursement and an honorarium are required.