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Understanding the Sustainability Metrics That Matter

Webinars

Continuing Education Credit Offered For Live Session Only: CPE, Generic

Webinar Details

 Missed our workshop at the NCEO Pre Conference or want a refresher on the key insights? We'll recap the highlights from our interactive session and share takeaways based on discussions with ESOP company leaders. Topics will include:

- The five predictive dashboard metrics that can signal strains on sustainability or growth.

- The four factors that significantly impact ESOP sustainability: corporate growth strategy, compensation philosophy, ownership philosophy, and managing the repurchase obligation.

- How ESOP companies are building knowledge that carries forward to successive generations of leadership.
 

Learning Objectives:

  1. Identify the five predictive metrics used to assess ESOP sustainability

  2. Explore the four key factors that influence allocation of value and long-term sustainability

  3. Discuss practical strategies for managing repurchase obligations and aligning compensation philosophy 

Webinar Slides
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Webinar Replay
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Presenters

Ryan Graham headshot Presenter company logo

Ryan Graham

Ryan leads Chartwell's repurchase obligation and sustainability practice, providing ESOP-owned companies a holistic approach to corporate sustainability. Ryan has been assisting privately held business owners and management teams in analyzing the financial impact of transactions and the ongoing repurchase obligation for ESOP companies since 2004. He is recognized nationally as a leader in ESOP sustainability and repurchase obligation forecasting. Ryan is a member of The ESOP Association, where he serves on the Administration Advisory Committee, the Programming Committee for the Wisconsin chapter, and the Advocacy Committee for the Minnesota/Dakotas chapter.

Amanda Strickler headshot Presenter company logo

Amanda Strickler

Amanda advises privately held companies with a special focus on ESOP-owned businesses. Amanda brings robust experience in financial modeling and analysis, ownership strategy, corporate development, leadership, and communication. Her ability to lead through complex situations, drive process improvements and strategic initiatives, and nurture collaborative relationships empowers others to succeed. Amanda is a member of the Association for Corporate Growth (ACG), The ESOP Association, and the National Center for Employee Ownership (NCEO).

Thank you to our Sponsors

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