Skip to content
Banner

Ownership in Action Series | Mastering ESOP Repurchase Obligation Workshop | Baltimore

In-Person Events

Mastering the ESOP Repurchase Obligation: A Hands-On Workshop for CFOs


Join us for a BRAND NEW iteration of the NCEO’s Ownership in Action Series, taking place at the Baltimore Marriott Waterfront on Monday, October 20, 2025! This dynamic, hands-on one-day workshop is designed specifically for CFOs, finance directors, controllers, and other senior finance professionals. This meeting will equip finance leaders with the actionable knowledge, practical tools, and strategic insights necessary to proactively forecast, fund, and manage their ESOP repurchase obligation, ensuring the long-term financial health and sustainability of their company.

Registration is exclusive to employee-owned companies. Service providers who register for the event will be canceled and refunded.

Unlike traditional seminars, this interactive one-day event will dive deep into key ESOP financial topics, including decoding repurchase rules and policy, building your repurchase forecast, repurchase obligation funding, impacts of share value, and releveraging and building a sustainable ESOP. Through small group discussions, role-playing exercises, and dedicated networking opportunities, attendees will gain practical insights and real-world experience, leaving them with a renewed sense of confidence in repurchase obligation.

Don’t miss this opportunity to strengthen your ESOP expertise and connect with fellow employee-owners. Secure your spot today!

Registration is open!

We can't wait to learn with you at the gorgeous Baltimore Marriott Waterfront.

All meeting registrations must be prepaid. Registration is exclusive to companies with an ESOP. Service providers will be canceled and refunded.

Interested in bringing your entire leadership team? If you bring a group of 3+, additional discounts can be applied. Please contact eventhelp@nceo.org for more information.

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

Pricing

  Before 09/19 Before 10/18
Member $435 $465
Nonmember $565 $625

 

Cancellation Policy

You may cancel your registration at any time and receive a refund, minus an administrative fee of $100.00 per person, until September 8, 2025, at 12 a.m. After September 8, if you wish to cancel, you will receive a refund, less an administrative fee of $175.00 per person, until October 6, 2025, at 12 a.m. After October 6, 2025, no refunds or credits will be given.

Event Location

Baltimore Marriott Waterfront

700 Aliceanna Street

Baltimore, MD 21202

Phone: +1 (410) 398-3100

baltimore marriott waterfroont

Reservation Details

The event will take place at the stunning Baltimore Marriott Waterfront. Our block at the Baltimore Marriott Waterfront is FULL

We recommend booking directly with the Courtyard Marriott Baltimore Downtown/Inner Harbor which is located .01 miles away from the event. 

Secure your room now!

Check out baltimore.org for activities and nearby attractions.

  1. Registration & Breakfast

    Location: Waterview A-C, Lobby Level

    8:00 am - 8:55 am

    Location: Waterview A-C, Lobby Level
  2. Welcome & Workshop Kick Off: Why RO Matters Now

    Speaker: Kimberly McCourtney | NCEO

    9:00 am - 9:15 am

    Speaker: Kimberly McCourtney | NCEO
  3. Decoding Repurchase Obligation: Rules & Policy Impact

    Speaker: Jessica Brandenburg, CFO, MyPath

    Joe Marx | Principal

    9:15 AM - 10:15 AM

    Speaker: Jessica Brandenburg, CFO, MyPath

    Joe Marx | Principal

  4. Coffee Break

    10:15 am - 10:30 am

  5. Building Your Repurchase Forecast: A Hands-On Modeling Session

    Speaker: Dustin Pirie | ESOP Analytics

    Ron Brown | Board of State Utility Contractors

    10:30 am - 12:00 pm

    Speaker: Dustin Pirie | ESOP Analytics

    Ron Brown | Board of State Utility Contractors

  6. Working Lunch & Peer Insights Roundtables

    Topics:
    • Second Stage ESOP Transaction/Debt
    • M&A
    • Mature ESOP Issues
    • New to Mid-Stage ESOP, Policies to Guide Future RO Success

    Speakers: Kimberly McCourtney, Dustin Pirie, Thomas Dudley, Duke Allen, Tina Langlois, Christine Hurt, Joe Marx

    12:00 pm - 1:00 pm

    Topics:
    • Second Stage ESOP Transaction/Debt
    • M&A
    • Mature ESOP Issues
    • New to Mid-Stage ESOP, Policies to Guide Future RO Success

    Speakers: Kimberly McCourtney, Dustin Pirie, Thomas Dudley, Duke Allen, Tina Langlois, Christine Hurt, Joe Marx

  7. Funding the Obligation: Cash Flow, S-Corp Strategies, & Balancing Growth Workshop

    Speaker: Thomas Dudley | Butcher Joseph

    Duke Allen| Former CFO of SC&H

    1:00 pm - 2:30 pm

    Speaker: Thomas Dudley | Butcher Joseph

    Duke Allen| Former CFO of SC&H

  8. Strategic Levers: Impact on Share Value & Releveraging Deep Dive

    Speaker: Tina Langlois | Chartwell

    2:30 pm - 3:30 pm

    Speaker: Tina Langlois | Chartwell

  9. Coffee & Refreshment Break

    3:30 pm - 3:45 pm

  10. Building a Sustainable ESOP: Integrated Strategic Planning

    Speaker: Joe Marx | Principal

    Christine Hurt | Ayers Saint Gross

    3:45 pm - 4:45 pm

    Speaker: Joe Marx | Principal

    Christine Hurt | Ayers Saint Gross

  11. Expert Panel Session (Implementation Roadmap)

    Speaker: Kimberly McCourtney | NCEO

    4:45 pm - 5:30 pm

    Speaker: Kimberly McCourtney | NCEO
  12. Networking Cocktail Reception

    5:30 pm - 6:30 pm

Digital Program is Now Available!

 

Sponsors

Chartwell
ESOP Analytics
Principal
Butcher Joseph
MyPath