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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. If you have a current subscription to the replays, log in here. (Replays are not available for individual purchase). Please contact Colleen Kearney at 510-208-1311 or 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.


Corey Rosen

presenter photologo

National Center for Employee Ownership

Corey Rosen, PhD, is the cofounder and senior staff member of the NCEO. He co-authored, along with John Case and Martin Staubus, Equity: Why Employee Ownership Is Good for Business (Harvard Business School Press, May 2005). Corey has written, edited, or contributed to dozens of books, articles, and research papers on employee ownership. He is generally regarded as the leading expert on employee ownership in the world. Corey worked on Capitol Hill for five years, where he helped initiate and draft legislation on ESOPs and employee ownership.

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