Employee Ownership Blog

A Dedicated CFO Track Designed for Today’s Finance Leaders

In an ESOP company, the CFO plays a unique (and critical) role, ensuring financial health, driving value creation, and safeguarding long-term sustainability. From capital structure to compliance, from repurchase planning to strategic growth, the impact of the CFO is far-reaching and can dictate the future of the company.

At the 2025 NCEO Forum in Philadelphia on August 27–29, we’ll offer a robust CFO Track with over 35 dedicated sessions tailored for CFOs, controllers, finance executives, and strategic advisors who manage the complex financial dimensions of ESOPs.

This track is designed to help you lead with precision, insight, and strategy. You will not only explore finance-related topics but also have the chance to engage with peers in the community who share your priorities and experience the same challenges.

Here’s a glimpse into a few of the sessions that make up this Forum educational track:

  • Ensure your company is financially resilient with sessions like “Built for the Storm: How ESOP Companies Overcome in Bad Economic Times” and “Growth, Sustainability, and Compliance: The Triple Mandate for ESOP Company Directors and Executives.”
  • Deepen your expertise in ESOP mechanics and valuation with sessions such as “Repurchase Obligation Study: The Key to Sustainability,” “S Corp ESOP Traps for the Unwary Under 409(p),” and “Reviewing a Valuation Report, Especially the Projections.”
  • Discover how strategic financial planning can fuel growth with sessions like “Impact of Strategic Financial Planning on the ESOP and the Company,” “Understanding Releveraging: Different Strategies and Practical Applications,” and “How to Manage ROI and ROAS in Digital Marketing to Drive Value for Your ESOP.”
  • Prepare for what’s ahead with “What Got You Here May Not Get You There: Envisioning the Future of Your ESOP to Ensure Successful Executive Transition” and “Navigating Repurchase Obligations & Succession Planning Through the Lens of Demographics.”
  • And for those exploring bold moves, dive into M&A strategy and execution with “Why Your ESOP Needs to Consider Acquisitions” and “ESOPs in Mergers and Acquisitions: Exploring Opportunities, Risks, and Strategic Advantages.”
We hope you’ll join us at the Forum to gain the financial tools and peer insights to position your ESOP company for long-term success and growth. If you haven’t yet registered, you can do so here.