Continuing Education Credit Offered For Live Session Only: SHRM, CPE
Repurchase obligation is one of the most complex and consequential financial realities of running an ESOP company. It makes ESOPs such a powerful retirement plan, ownership structure, and recruitment tool unlike anything in a conventionally-owned company's playbook. And as ESOP companies grow and their share values climb, that obligation only gets bigger. A large repurchase obligation should be looked at as a great honor to impart generational wealth, not as a burden to the company’s success.
For CFOs at young ESOP companies, repurchase obligations can feel like a distant concern. For those at mature companies, it may already be reshaping how you think about cash flow, forecasting, growth, and long-term sustainability. Either way, ESOP CFOs who thrive are the ones who start planning before they have to.
In this community conversation, ESOP leaders, and professional advisors pull back the curtain on what they wish they'd known earlier: the misconceptions they held, the missteps they made, and the strategies that keep repurchase obligations manageable as companies grow. You'll leave with a sharper framework for forecasting, a clearer sense of when to bring in outside expertise, and the confidence that comes from learning alongside peers.
LEARNING OBJECTIVES
Registrants will receive access to an exclusive NCEO repurchase obligation resource to keep the learning going after the session. And if you're not yet an NCEO member, this is a great opportunity to see what membership makes possible. NCEO members enjoy access to a full library of ESOP resources, weekly webinars, discounted event registration & publication prices, learning opportunities throughout the year, the ESOP CFO Peer Network, and much more.
Available after the webinar.
Considering your Repurchase Obligation Strategy and want to join our Community Conversation to learn more? Looking for a deeper dive?
Registrants of the Community Conversation will have special access to a discount code for the in person workshop!
The NCEO is headed to Detroit, MI this October 7-8th for a 2 day workshop centered around Repurchase Obligation. Check out our full event page to learn more about the agenda, hotels,
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.
Mary Boettcher is the CFO of RW Thrive, with over 20 years of experience in finance, manufacturing, and operations. She played a key role in the company's revenue growth and its transition to 100% employee-owned organization. A respected advocate for employee ownership, she has served as a Board Chair of the National Center for Employee Ownership and is an active member of several industry organizations.
Jeffrey Cox is the CEO of Quality Manufacturing Services (QMS), where he leads a team of employee-owners committed to delivering high-performance electronics manufacturing with an
emphasis on quality, speed, and reliability. With over three decades of industry experience, Jeffrey has propelled QMS through expansive growth—enhancing capabilities, modernizing
facilities, and forging strategic alliances across the aerospace, defense, medical, and industrial sectors.
Jeffrey is a longstanding advocate for employee ownership. He played a central role in establishing QMS’s 50% ESOP in 2007 and later led the strategic planning and execution of the 2014 transaction that brought the company to 100% employee ownership.
With more than a decade of active involvement in the ESOP community, Jeffrey attends multiple ESOP Association and NCEO conferences each year and participates in the NCEO CEO Online
Roundtable on a bimonthly basis. His areas of expertise include ESOP transaction structuring, valuation dynamics, repurchase obligation planning, and building ownership culture. He brings a
seasoned, practitionerlevel perspective to ESOP governance and longterm sustainability.
A champion of continuous improvement and empowered leadership, Jeffrey fosters a forward-thinking culture that embraces innovation, attracts top talent, and tackles complex operational challenges. His dedication to customer success and technology-driven solutions has positioned QMS as a trusted partner in the contract manufacturing space.
Outside the office, Jeffrey maintains a competitive and active lifestyle, engaging in golf, paintball, pickleball, racquetball, and long-range shooting. These pursuits sharpen his focus and strategic mindset while offering opportunities to recharge and connect with others who share his passions.
Kimberly brings a wealth of diverse experience to her role as peer network manager at the NCEO. With a career that spans non-profit organizations, manufacturing, distribution, sales, retail, and business management, she has developed a versatile skill set that allows her to navigate complex networks and build meaningful connections.
Having spent over a decade working in employee-owned organizations, Kimberly is passionate about fostering collaboration, building relationships, and adding value to the employee-owned community. She is excited to leverage her unique experiences to support the NCEO’s mission and strengthen its peer network for all employee-owned companies and their partners.
