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Navigating Your Path to ESOP Sustainability: Takeaways from the Forum

Webinars

Continuing Education Credit Offered: Generic, CPE

Missed our workshop at the Forum, or just want a refresher? We’ll provide a recap of the presentation and cover key takeaways based on feedback and input we get from ESOP companies in the live workshop. Specific workshop topics will include:


- How to plan for and manage repurchase obligations without sacrificing growth.
- Governance and best practices for boards and management teams.
- Design and funding options that support long-term sustainability.
- Practical steps to align ESOP strategy with organizational goals.

 

Learning Objectives

1) Explore options for managing repurchase obligations strategically
2) Discuss various stakeholder interests that need to be balanced
3) Learn how to strengthen governance practices

Presenters

Marissa Semple headshot Presenter company logo

Marissa Semple

Marissa is a member of Chartwell’s consulting team and is experienced in working with employee-owned companies on a wide range of topics including strategic alternatives, ESOP transactions, executive compensation, and strategies for long-term sustainability. She works with business owners, management teams, and boards of directors to provide a holistic perspective of a company’s financial position and future capital claims.

Tina M. Langlois headshot Presenter company logo

Tina M. Langlois

For over 15 years, Tina has worked with boards of directors, trustees, and management teams of ESOP-owned companies to develop custom solutions for achieving long-term sustainability. With a deep expertise in ESOP repurchase obligation and plan design consulting, she leads the execution of comprehensive studies which provide analyses of the financial impact of funding all future capital claims, considering a company,s strategic objectives in relation to its ownership structure, and exploring issues related to compensation programs and optimal capital structure. Throughout her career, Tina has worked with hundreds of companies of all sizes in diverse industries across the country.

Thank you to our Sponsors

Blue Ridge
Chartwell
KSM
McDermott Will & Schulte LLP
PCE Investment Bankers, Inc.
Prairie
Praxis
Strategic Talent Partners
Texas Center for Employee Ownership