EO Professional Advisors Peer Network

The EO Professional Advisors Peer Network is a forum exclusively for NCEO member professional advisors who serve employee-owned companies across disciplines from legal, valuation, and trustee services to administration, governance, lending, and culture consulting. This network provides a unique space for collaboration, knowledge exchange, and the development of best practices that benefit the broader employee ownership community.

Structure of the Peer Network

The EO Professional Advisors Peer Network meetings are designed for learning, connection, and peer problem-solving. Each session features an educational presentation followed by peer discussion, with topic leadership and insight drawn from a cross-functional steering committee. By connecting experts across sectors, this group strengthens the impact, consistency, and visibility of service providers in the employee ownership ecosystem while reinforcing their value to company clients and the NCEO community.

Topics may include:

• Legal and regulatory updates affecting ESOPs and other employee ownership structures
• Valuation and financial reporting considerations
• Trustee and fiduciary responsibilities
• Board governance and corporate compliance strategies
• Administration and plan management best practices
• Leadership, culture, and change consulting in EO companies
• Strategies for strengthening client relationships and service impact
• Cross-disciplinary collaboration within the EO ecosystem

Intended Audience

This peer network is designed for professionals providing services and support to employee-owned companies, including but not limited to:

• Attorneys (transactional, regulatory, ERISA)
• ESOP trustees (internal and external)
• Valuation experts
• ESOP third-party administrators (TPAs) and plan administrators
• Board governance advisors
• Financial lenders and accountants
• Consultants in leadership, strategy, and culture

2026 Meeting Details

• • January 22
  • October 29

• • 2026 Annual Conference in Milwaukee, April 4-7, 2026
  • 2026 Forum, Phoenix, August 27-29, 2026

How to Join

The EO Professional Advisors Peer Network is free for all current NCEO members. There are no additional fees. Participation is open to NCEO member service providers who are actively engaged in advising or supporting employee ownership clients. 

To sign up for the meeting series, simply submit the form on this page. Once submitted, you will receive calendar invitations with Zoom links for all scheduled sessions.