Join us for the inaugural edition of the NCEO’s Ownership in Action Series, taking place in San Diego on July 14, 2025! This dynamic, hands-on one-day workshop is designed specifically for new ESOP managers, equipping them with the knowledge and skills needed to thrive in an employee-owned company.
Unlike traditional seminars, this interactive one day event will dive deep into key ESOP management topics, including an overview of ESOPs, the critical role of managers, and effective strategies for communicating ESOP benefits to teams. 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 their leadership abilities.
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 in San Diego, at the gorgeous Hotel Republic - an Autograph Collection Hotel.
All meeting registrations must be prepaid. Registration is exclusive to companies with an employee stock ownership plan (ESOP). Service providers will be canceled and refunded.
Interested in bringing your entire leadership team? If you are interested in bringing a group of 3+, additional discounts can be applied. Please contact eventhelp@nceo.org
Please renew your membership prior to registering. This will ensure you get access to the best rate.
Pricing
| Before 3/15 (Limited to 20) | Before 04/30 | Before 07/01 | Before 07/13 | |
| Member | 200 | $300 | $350 | $400 |
| Non-Member | $300 | $400 | $500 | $600 |
Cancellation Policy
You may cancel your registration at any time and receive a refund, minus an administrative fee of $100.00 per person, until June 6, 2025, at 12 am. After June 6th, if you wish to cancel, you will receive a refund, less an administrative fee of $175.00 per person, until July 1, 2025, at 12 am. After July 1, 2025, no refunds or credits will be given.
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Understanding ESOP Management Framework
Speaker: Tim Garbinsky | NCEO9:00 am - 10:15 am
Speaker: Tim Garbinsky | NCEO -
Coffee Break
10:15 am - 10:30 am
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Leadership in an ESOP Culture
Speaker: Lindsay Shafer | Praxis
10:30 am - 12:00 pm
Speaker: Lindsay Shafer | Praxis
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Lunch
12:00 pm - 1:00 pm
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Financial Literacy for ESOP Managers
Speaker: Gregg Peters | Macatawa Strategies & Liza Shifrin | NCEO1:00 pm - 2:15 pm
Speaker: Gregg Peters | Macatawa Strategies & Liza Shifrin | NCEO -
Driving Employee Engagement & Motivation
Speaker: Shannon Litton | 5by52:15 pm - 3:30 pm
Speaker: Shannon Litton | 5by5 -
Coffee & Refreshment Break
3:30 pm - 3:45 pm
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Strategic Decision-Making & Long Term Vision
Speaker: Tim Rettig | Intrust IT3:45 pm - 4:45 pm
Speaker: Tim Rettig | Intrust IT -
Wrap up & Driving it Home
Speaker: Tim Garbinsky | NCEO4:45 pm - 5:30 pm
Speaker: Tim Garbinsky | NCEO -
Networking Cocktail Reception
5:30 pm - 6:30 pm
Location
421 W B St.
San Diego, CA 92101-3501
Phone: +1 (619) 398-3100
Email: info@hotelrepublicsd.com
Reservation Details
The Hotel Republic San Diego, Autograph Collection enviably sits at the unique intersection of clubby and casual -- a distinctive downtown address radiating a relaxed vibe. Prestigious, yet not pretentious, the wonderfully vibrant Hotel Republic warmly extends a Southern California welcome to guests who crave that all too rare sense of belonging to complement their confident, sociable, and accomplished standards.
Hotel Republic proudly represents “San Diego, Served.”
Reserve your room by June 23rd, 2025, to lock in your accommodations within our exclusive room block.
If any guests that would like to come before or after the contracted dates, please email: eventhelp@nceo.org so we can put you in touch with the hotel. Please note: there is a $25/night destination fee on top of the $289/night room rate. Your destination fee includes: $25 daily F&B credit, enhanced wifi, yoga with pressed juice, and bike rental for (2).
BOOKING LINK
Check out sandiego.org for activities and nearby attractions
