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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 OPEN and ready to be booked. You can reserve your room at the NCEO's exclusive discounted rate of $239 per night. Availability is extremely limited.

Book your room now!

Check out baltimore.org for activities and nearby attractions.

The Call for Speakers is now open!

We're seeking dynamic speakers to share their expertise at our new meeting Mastering the ESOP Repurchase Obligation: A Hands-On Workshop in Baltimore. There is a speaking fee associated with this speaking slot. For more details on fees and benefits, please begin the application process here: 

What You'll Gain:

This is your opportunity to share your knowledge and experience with companies exploring employee ownership while gaining valuable exposure, brand awareness, and lead generation opportunities. You'll create engaging and enriching content for our audience, lead one dedicated agenda session on your area of expertise, and guide one dedicated roundtable that aligns with your presentation. It's the perfect platform to showcase your expertise in the complexities of repurchase obligation to a targeted audience of ESOP finance professionals.

Speaker Requirements

  • All submissions must include a confirmed CFO from an EO company
  • Content should be 40% presenter-led education and 60% hands-on small group activity
  • Activity session titles, descriptions, and learning objectives are fixed. You are applying to speak in one of the sessions below. 

Ready to position yourself as a thought leader in the ESOP space? Submit your speaker application today!

Apply to Speak in Baltimore

 

  1. Registration & Breakfast

    Location: Waterview A-C, Lobby Level

    8:00 am - 9:00 am

    Location: Waterview A-C, Lobby Level

  2. Welcome & Workshop Kick Off: Why RO Matters Now

    Speaker: Tim Garbinsky | NCEO

    9:00 am - 9:15 am

    Speaker: Tim Garbinsky | NCEO

  3. Decoding Repurchase Obligation: Rules & Policy Impact

    Speaker: TBD

    9:15 AM - 10:15 AM

    Speaker: TBD

  4. Coffee Break

    10:15 am - 10:30 am

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

    Speaker: TBD

    10:30 am - 12:00 pm

    Speaker: TBD

  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: TBD

    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: TBD

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

    Speaker: TBD

    1:00 pm - 2:15 pm

    Speaker: TBD

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

    Speaker: TBD

    2:15 pm - 3:15 pm

    Speaker: TBD

  9. Coffee & Refreshment Break

    3:30 pm - 3:45 pm

  10. Building a Sustainable ESOP: Integrated Strategic Planning

    Speaker: TBD

    3:45 pm - 4:45 pm

    Speaker: TBD

  11. Expert Panel Session (Implementation Roadmap)

    Speaker: Tim Garbinsky | NCEO

    4:45 pm - 5:30 pm

    Speaker: Tim Garbinsky | NCEO

  12. Networking Cocktail Reception

    5:30 pm - 6:30 pm

Coming Soon!