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NCEO Speaking and Consulting Staff

Below are profiles of NCEO staff available for speaking and introductory consulting. For details on these services and contact information, read our discussion of speaking services and the type of consulting we can provide.

Corey Rosen

Corey RosenCorey Rosen, Ph.D., is the founder 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 and has appeared on numerous national radio and television news programs. He serves on a number of ESOP company boards in addition to his duties at the Center.

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.

In 2009, he won the Txemi Canterra Award for Social Economy, given annually in Spain.

Below is a video of Rosen speaking at Stanford Graduate School of Business in October 2005.

Loren Rodgers

Loren RodgersLoren 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 JamesAchaessa James, CEP, is a product manager at the NCEO, where she works on 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,, Jones Soda, and Telegent Systems.