EO Holding Company Summit | Savannah

As the ESOP world continues to evolve, Holding Companies have emerged as an increasingly common and powerful structure for employee ownership to continue to scale. Coupled with their potential power, these organizations come with specific considerations that require careful attention. From communicating across varying industries, creating and maintaining an ownership culture in different locations and environments, to plan design and accounting issues, the idiosyncrasies unique to ESOP holding companies benefit from intentional and focused education.

Join the NCEO for our first ever meeting focused specifically on ESOP Holding Companies. This two-day seminar in beautiful Savannah, GA will bring together the company leaders and practitioners that serve this growing industry within the employee ownership field, to foster the conversations and focus on the topics that will help clarify your pathways to success and growth.

What You'll Learn

• Best practices in holding company structure, governance, and shared services

• Effective management of companies, shared services, and leadership development

• Ways to align ownership culture across multiple industries and locations

• How holding companies can use strategic acquisitions for growth and cash management

• Real-world lessons in the whole acquisition process, including creating a strategy, finding targets, structuring transactions, and organizing successful onboarding

Continuing Education Credit Information

This seminar is eligible for 8 CPE hours and 8 SHRM hours.

Registration is OPEN!

We can't wait to learn with you at the beautiful Marriott Savannah Riverfront. 

All meeting registrations must be prepaid. 

Learn Together 

Interested in bringing your entire leadership team? Groups of three or more will save $40/per person. 

Please renew your membership prior to registering. This will ensure you get access to the best rate. 

Pricing

Cancellation Policy

You may cancel your registration at any time and receive a refund, minus an administrative fee of $100.00 per person, until December 7, 2026, at 12 a.m. After December 7, if you wish to cancel, you will receive a refund, minus an administrative fee of $175.00 per person, until January 4, 2027, at 12 a.m. After January 4, no refunds or credits will be given.

Share What You’ve Learned Building an Employee-Owned Holding Company

Holding companies are one of the fastest-growing ways employee ownership is expanding, but the people running them often have few peers to compare notes with. There’s no standard playbook for keeping an ownership culture strong across businesses in different industries and locations, or for making plan design, finances, and governance work across an entire portfolio. Much of what works has been figured out by the leaders and advisors doing it every day.

That’s why we want to hear from you. The EO Holding Company Summit is the NCEO’s first in-person event built entirely around ESOP holding companies, and we’re looking for speakers who can help attendees learn from real experience: what’s worked, what hasn’t, and what you’d do differently.

Why Speak?

• Help shape the conversation at the first event of its kind, for a part of the field that’s still defining its best practices
• Share your expertise with an engaged room of holding company leaders who face the same questions you’ve worked through
• Connect with peers and practitioners who understand the unique demands of a multi-company ESOP
• Give back to the employee ownership community by making the path a little clearer for the companies coming next

Deadline: Friday, November 6, 2026

Who We're Looking to Hear From

• CEOs, presidents, and senior executives of ESOP holding companies and their operating companies
• CFOs and finance leaders managing cash, repurchase obligations, and capital allocation across a portfolio
• HR, culture, and communications leaders working to build a shared ownership identity across different businesses
• Board members and trustees with experience governing multi-company ESOPs
• Advisors who work closely with holding companies, including attorneys, valuation professionals, administrators, and M&A specialists
• Leaders of companies that have completed an ESOP-to-ESOP merger or acquisition

Suggested Topics

• Holding company structure
• Effective governance
• Finances and capital allocation
• Legal considerations
• Operating with shared services
• Aligning culture and values
• Leadership development and succession planning
• Acquisition and growth strategies, including ESOP-to-ESOP mergers
• Journey from new to mature holding company

Benefits of Speaking

• Share your knowledge and experience with employee-owners
• Gain exposure, brand awareness, and lead generation
• Create engaging and enriching content
• Lead one dedicated agenda session
• Guide one dedicated roundtable on the topic of your choice

Submit Your Proposal

Be Part of the First Conversation Built for ESOP Holding Companies

The EO Holding Company Summit is the NCEO’s first-ever meeting focused specifically on this structure, bringing together the company leaders who run these organizations and the practitioners who serve them. Attendees are working through questions about flexible plan design, acquisition strategy, cash and repurchase management, and how to build a shared ownership culture across different industries and locations.

Sponsoring puts your organization in the room for those conversations, with leaders who are actively looking for experienced partners to help them grow.

Why Sponsor?

• Reach a focused audience of holding company executives and decision-makers navigating growth, acquisitions, and plan design
• Position your firm as a trusted resource on the issues unique to multi-company ESOPs
• Build lasting relationships through networking and face-to-face conversations at an intimate, first-of-its-kind event
• Show your support for a growing corner of the employee ownership field and the employee owners it serves

Sponsorship Benefits

• Logo placement on the event website, signage, and attendee materials
• Recognition during the workshop program
• Branded presence on-site
• Complimentary registrations for your team 

Click this link to Sponsor This Workshop

Want to talk to someone directly about sponsorship opportunities? Email srichmond@nceo.org.

Event Location

Reservation Details

The event will take place at the Marriott Savannah Riverfront. 

Ready to dive in? Use the additional resources from the NCEO below to learn more about employee ownership holding companies.

1. ESOP Holding Companies Webinar Replay: Learn more about how they work and whether they are right for you in a presentation by NCEO founder Corey Rosen and Chris Adee, Former CEO of Owners Edge 

1. Day 1 Day 1: Tuesday, February 23
2. Day 2 Day 2: Wednesday, February 24

Coming Soon!