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Recent Research on ESOP Companies

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 for additional information.

This replay was recorded on September 9, 2014.

About This Meeting

This Webinar will bring you up-to-date on what we know about two aspects of ESOPs. First, we will look at their impact on corporate performance, employee financial security, and employee engagement. Second, we will use NCEO's proprietary research to give insight into what current practices ESOP companies are using and what changes they are considering on a wide variety of issues from governance issues (like board structure and ESOP trustees), distribution policies, financing repurchase obligations, executive compensation, and more.

You will learn:


Does Employee Ownership Work?
Anthony Mathews, The Beyster Institute
Research on Trends and Practices in ESOP Companies
Loren Rodgers, National Center for Employee Ownership


Anthony Mathews

presenter photologo

Beyster Institute at the Rady School of Management, University of California,San Diego

Tony is the former director and senior consultant for The Beyster Institute at the Rady School of Management, University of California, San Diego. He has spent more than 30 years as an ESOP principal in several of the most respected ESOP consulting and record-keeping firms in the country. Tony is a frequent speaker and published authority on ESOPs and the creator and teacher of the first formal MBA course on employee ownership anywhere.

Loren Rodgers

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National Center for Employee Ownership

Loren joined the NCEO in 2005 and became its executive director in 2010. He writes extensively on employee ownership in professional and academic publications and has spoken at events around the world. Since he entered the field in 1995 as a consultant, he has worked with hundreds of companies. His expertise includes ESOPs, equity compensation, best practices for employee ownership companies, research, effective communications, employee motivation, corporate governance, ESOP transactions and operations, and business literacy.