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Speaking and Consulting Services
While the 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 consulting services to help you decide what plan is best for you and how it should be designed, make your employee communications more effective, or understand stock plan administration basics. NCEO staff, such as Senior Staff Member Corey Rosen (profiled below), have spoken on these issues all over the world.Available Staff
Corey Rosen
Corey Rosen, Ph.D., is the cofounder and senior staff member of the NCEO. 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 Capitol Hill for the next five years, where he helped initiate and draft legislation on ESOPs and employee ownership. In 1981, he formed the NCEO.
Below is a video of Rosen speaking at Stanford Graduate School of Business in October 2005.
Loren Rodgers
Loren Rodgers is the executive director of the NCEO. 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.
Achaessa James
Achaessa James, CEP, is a product manager at the NCEO, where she directs its broad-based equity compensation projects, writes on current regulatory and administrative issues, and advises NCEO members on equity compensation planning. Achaessa has designed and delivered equity administration and corporate governance education programs to attorneys, paralegals, and accounting staff. As part of her staff functions at the NCEO, she can work with companies on a preliminary basis to review legal, accounting, tax, and other issues relating to all forms of equity compensation, as well as matters concerning plan design, administrative setup, and training programs. She also maintains an active consulting practice outside the NCEO to provide longer-term administrative, audit, and corporate transaction support for private companies.
Achaessa is a Certified Equity Professional through the CEP Institute at Santa Clara University's Leavey School of Business. She has worked in the venture capital and start-up community since 1999, supporting private stock placement transactions, IPO registrations, and administering non-public and micro-cap company equity compensation plans for companies such as Shop.com, Classmates.com, Jones Soda, and Telegent Systems.
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 (see below) 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
- 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
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.