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WEBINAR REPLAY

The Rollout: Introducing a New ESOP to Employees

NCEO Webinar replays are the recorded version of our live Webinars, using PowerPoint presentations viewed online. To purchase a twelve-month subscription providing unlimited access to all recorded Webinars, including this one, follow this link. (Replays are not available for individual purchase.) Please contact our Colleen Kearney at 510-208-1311 or ckearney@nceo.org for additional information.

This replay was recorded on June 26, 2012.

About This Meeting

The way your company first presents its ESOP to employees sets the tone -- it is your best chance to build enthusiasm, cultivate realistic expectations, and pre-empt rumors. This Webinar will help you design and deliver an effective ESOP rollout, including the pre-meeting communication, ways to involve middle managers and non-managers, ideas about different communications mediums, suggestions for what content to cover and what content not to cover, and guidelines for picking the right people to deliver different parts of the ESOP message. As in other NCEO Webinars, presentations will include both the big-picture perspective of a communications professional and the insights of a company insider.

Program

Welcome and Overview
Tips and Guidelines for Effective ESOP Rollouts
Kelly Solberg, Principal Financial Group
An ESOP Company Case Study
Corey Rosen, NCEO
Wrap Up and Q&A

Presenters

Corey Rosen

presenter photologo

National Center for Employee Ownership

Corey Rosen founded the National Center for Employee Ownership in 1981 after working five years as a professional staff member in the U.S. Senate, where he helped draft legislation on employee ownership plans. Prior to that, he taught political science at Ripon College. He is the author or co-author of over 100 articles and numerous books on employee ownership. He has a Ph.D. in Political Science from Cornell University. He currently serves on a number of ESOP company boards.

Kelly Solberg

presenter photologo

The Principal Financial Group

Kelly Solberg is a communication consultant in retirement and investor services of The Principal Financial Group® (The Principal®). She has been assisting plan sponsors with ESOP education and communication for five years. Kelly specializes in creating customized communication strategies using clear and concise language, and exciting layouts to explain ESOP benefits to participants. She has also worked on large client transition projects and several complex transactions; and has delivered ESOP rollout meetings to employees