FALL ESOP FORUM
Event

2022 Fall ESOP Forum

Early bird registration launches May 9th

Get ready to experience the ESOP community like never before! The NCEO’s 2022 Fall ESOP Forum is your chance to network with your fellow members through engaging workshops, thought-provoking interviews, expert panel discussions, and much more. Join all your friends and colleagues this September in St. Louis, Missouri for a grand return to one of the NCEO's most sought-after event.

Webinar

Why Plan Design is So Integral

May 17, 2022
Plan design is integral to every ESOP -- but with so many decisions to make and so many options, how much does it matter?  Learn which plan features are mandatory, and which offer flexibility. We will discuss the best practices of these different options and the long-term impacts of each.
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Webinar

An ESOP Primer for Boards of Directors

May 24, 2022
Boards can be essential both in managing the risks and realizing the potential of employee ownership, but to do that, directors need to know what is different about ESOP companies. Learn more in today's webinar.
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Webinar

Fiduciary Duties 101

May 31, 2022
Every ESOP has fiduciaries, and it's important for fiduciaries to understand their responsibilities. This presentation will give ESOP fiduciaries, such as committee members and trustees, a course in what their fiduciary duties are and why they are important.
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Webinar

Communicating Value Drivers & Creating an Effective Ownership Culture

June 7, 2022
Employee owners need to know about key valuation drivers and how their day-to-day decisions impact the valuation trajectory of their company. This session will share best practices for communicating value drivers to employees and constructing an effective ownership plan.
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Webinar

Mature ESOP Company Sustainability

June 14, 2022
Nothing is more important when considering ESOP Sustainability than working closely with your Partner, Advisors. This session will allow attendees to discuss their current concerns with experts in the field of Valuation and Repurchase Obligation Analysis.
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Webinar

Back to the basics! Understanding the core benefits of an Equity Compensation Plan

June 21, 2022
Across regions and industry segments, the workforce is incredibly diverse—and many times each requires different levels of support as well as diverse methods of communication and education. Being well-versed in participants’ needs and challenges before coordinating any equity plan education sessions is key.
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