2027 Professional Advisors Webinar Series

The NCEO’s Professional Advisor Webinar Series offers a dedicated space for advisors to employee owned companies to learn from one another. Hosted on Thursdays, these sessions are presented by professional advisors for professional advisors, giving practitioners across the field an opportunity to share expertise, exchange insights, and strengthen the standards of practice that support employee-owned companies.

Each year, the NCEO invites experienced advisors in the employee ownership space to present on a wide range of topics, from technical and regulatory developments to case studies, practice management, and emerging issues facing the advisor community. 

Submissions close December 15. For additional questions, please email webinars@nceo.org.

2027 Professional Advisor Webinars will follow an updated process.

Eligibility: This series is open to professional advisors who work with ESOP companies, including attorneys, valuation professionals, trustees, plan administrators, consultants, lenders, and other advisory roles. Presentations should be educational in nature and focused on peer learning rather than promotion of a firm’s services.

Please note: This series is not a sponsorship opportunity. There is no cost to present, and presenters are not compensated. Proposals for sponsored webinars should be submitted through the Professional Advisor Webinar Series submission form. The NCEO reserves the right to determine the appropriate series for each submission.

By presenting as a part of the Professional Advisor Webinar Series, you contribute to the ongoing growth of the advisor community and help advance the quality of service available to employee owners.

Please submit 1 submission per webinar topic you'd like to present. Please be as specific as possible for content (Title, Description, and Learning Objectives). Speakers can be solidified post-selection. Please avoid using placeholder language, as the content will determine the placement of the session.

Please use the button below to complete a webinar application.

Applications are per session. If you would like to present more than one webinar in 2027, you must submit the form more than once. A maximum of four submissions is permitted.

Please navigate to the submission form link above by December 15 for more instructions on applying to speak for a 2027 NCEO Professional Advisor Webinar.

For additional questions, please email webinars@nceo.org.

The goal of the Professional Advisors Webinar Series is to educate NCEO professional advisor member. All webinars are intended to education one or more of the following audiences: 

• Attorneys (transactional, regulatory, ERISA)
• ESOP trustees (internal and external)
• Valuation Experts
• ESOP third-party administrators (TPAs) and plan administrators
• Board governance advisors
• Financial lenders and accountants
• Consultants in leadership, strategy, and culture