Employee Ownership Blog

Join Us at the NCEO Forum Workshop "Demystifying Employee Ownership Trusts"

Employee ownership trusts (EOTs) offer a powerful and flexible model for business succession. Yet, despite growing support programs and clear benefits, only about 60 EOTs currently operate in the US. This unique employee ownership structure requires practical knowledge and clear strategies to implement successfully.

That's why the NCEO is excited to present our EOT One-Day Workshop at the 2025 NCEO Forum in Philadelphia on Wednesday, August 27. I'll MC the day, guiding you through sessions designed to provide the clarity and strategies you need to thrive.

This workshop will provide concise, action-oriented strategies for anyone considering or navigating the EOT journey. Whether you're a business owner exploring succession, a leader of a newly formed or maturing EOT, an HR professional shaping culture, or an advisor specializing in employee ownership, this workshop is for you:

  • We'll begin with opening remarks from Loren Rodgers (NCEO executive director), followed by a keynote by EOT expert Graeme Nuttall (NCEO fellow and international EOT ambassador).
  • Zoe Schlag of Common Trust will break down EOT fundamentals, from feasibility and core structure to practical implementation and ongoing governance.
  • Attorneys Jason Wiener and Nicolas Sasso will explore the legal and strategic decisions for designing, implementing, and operating an EOT. 
  • Courtney Kemp of Project Equity will provide strategies for fostering a robust EOT culture post-transaction.
  • You'll engage in collaborative roundtables and a live EOT Peer Network gathering tailored to your EOT stage—feasibility, young, or mature—to share experiences and tackle common hurdles with peers. You will have the chance to connect directly with EOT service providers and NCEO staff to discuss specific challenges and find solutions.
You'll learn effective EOT operations, forge valuable relationships, and discover actionable steps to implement at your organization. Secure your spot at the workshop for only $350 per registration. Companies with an established EOT that complete our research survey are eligible for a complimentary registration. Learn more and register. Access the survey or contact education@nceo.org for more information.