Employee Ownership Events

A core principal of the Employee Ownership Foundation mission is the promotion of employee ownership throughout the nation. Use this calendar of upcoming events as a one-stop location to find opportunities to meet others interested in employee ownership, learn, network, and become engaged in the employee ownership community.

Upcoming employee ownership events

ESOP Valuation Reports; What's a Fiduciary To Do?

Aug 11, 2020
1:30 pm EDT

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The ESOP valuation has unique characteristics not always found in other private company valuations. This session will explore those differences and what fiduciaries should be looking for as they review and consider the valuation conclusion.

This webinar qualifies for the following educational credits: 1 CPE in Specialized Knowledge-Technical, and 1 SHRM PDC.

Just in—Updates on ESOP Rules, Regs and Case Law

Aug 18, 2020
1:30 pm EDT

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This session will provide an overview of judicial decisions and agency guidance over the past year.

This webinar qualifies for the following educational credits: 1 CPE in Specialized Knowledge-Technical, and 1 SHRM PDC.

New York/New Jersey Chapter August Roundtable Virtual Meeting

Aug 19, 2020
9:30 am EDT

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Exclusively for ESOP Company CEOs, COOs, and top ESOP company executives. The goal of the virtual roundtable is to give ESOP Companies the opportunity to share ideas on strategies and tactics for best dealing with current issues being faced during the COVID-19 crisis along with any other topics the group wants to discuss. Please come with a few issues, concerns or questions you would like the group to discuss.

Ohio Kentucky Chapter August Roundtable Virtual Meeting

Aug 19, 2020
10:00 am EDT

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CEO, CFO, and HR roundtables. The goal of the virtual roundtable is to give ESOP Companies the opportunity to share ideas on strategies and tactics for best dealing with current issues being faced during the COVID-19 crisis along with any other topics the group wants to discuss.

New England Chapter August CEO Roundtable Virtual Meeting

Aug 19, 2020
10:00 am EDT

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Exclusively for ESOP Company CEOs, COOs, and top ESOP company executives. The goal of the virtual roundtable is to give ESOP Companies the opportunity to share ideas on strategies and tactics for best dealing with current issues being faced during the COVID-19 crisis along with any other topics the group wants to discuss. Please come with a few issues, concerns or questions you would like the group to discuss.

New England Chapter - 2020 August CFO Roundtable Virtual Meeting

Aug 20, 2020
10:00 am EDT

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Exclusively for CFOs, Vice Presidents of Finance, Treasurers, Directors of Accounting, Controllers and Assistant Controllers in ESOP Companies. The goal of the virtual roundtable is to give ESOP Companies the opportunity to share ideas on strategies and tactics for best dealing with current issues being faced during the COVID-19 crisis along with any other topics the group wants to discuss. Please come with a few issues, concerns or questions you would like the group to discuss.

ESOP Communication Committee - What's the Plan?

Aug 25, 2020
1:30 pm EDT

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More than ever, keeping your employees informed, engaged and connected during this time of social distancing and business disruption. Come and hear about company campaigns, ideas, networks and other creative solutions.

This webinar qualifies for the following educational credits: 1 CPE in Specialized Knowledge-Technical, and 1 SHRM PDC.

ESOP Valuation and the Value of ESOP Shares

Aug 27, 2020
1:30 pm EDT

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This session will review the typical valuation methodologies commonly used in an ESOP valuation analysis and explore the nuances of ESOP valuation not found in other types of private company valuations.

This webinar qualifies for the following educational credits: 1 CPE in Specialized Knowledge-Technical, and 1 SHRM PDC.

ESOP Administration – Understanding the ESOP Allocation

Sep 01, 2020
1:30 pm EDT

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This session will explore the basics of ESOP account administration including allocating shares, understanding your leveraged ESOP and compliance rules to follow.

This webinar qualifies for the following educational credits: 1 CPE in Specialized Knowledge-Technical, and 1 SHRM PDC.

Western Conference - Regional Virtual Meeting

Sep 10 - 11, 2020
1:30 pm CDT

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2020 Western Virtual Meeting

A special virtual event for members of the California/Western States, Northwest, Southwest & Hawaii Chapters of The ESOP Association.

Midwest Conference - 2020 Regional Virtual Meeting

Sep 17 - 18, 2020
9:00 am CDT

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2020 Midwest Virtual Meeting

A special virtual event for members of the Iowa/Nebraska. Illinois, Minnesota/Dakotas, Wisconsin, and Heart of America Chapters of The ESOP Association.

Great Lakes Conference - Regional Virtual Meeting

Sep 22 - 23, 2020
9:00 am EDT

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2020 Great Lakes Virtual Meeting

A special virtual event for members of the Indiana, Michigan, and Ohio/Kentucky Chapters of The ESOP Association.

Southeast Conference - 2020 Regional Virtual Meeting

Sep 24 - 25, 2020
9:00 am CDT

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2020 Southeast Virtual Meeting

A special virtual event for members of the New South, Carolinas and Mid-Atlantic Chapters of The ESOP Association.

Northeast Conference - 2020 Regional Virtual Meeting

Sep 29 - 30, 2020
9:00 am EDT

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2020 Northeast Regional Virtual Meeting
A special virtual event for members of the Pennsylvania/Delaware, New York/New Jersey, and New England Chapters of The ESOP Association.

2020 CEO Leadership Program

Dec 06, 2020 - Mar 25, 2021
8:00 am EDT

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Leadership effectiveness is the critical factor in the success of an ESOP company, and this is the only program that formally addresses the relationship between ESOP companies and the effectiveness of their leaders. It examines how leadership that develops and fosters employee engagement and participation impacts the company’s bottom line. This program is focused on enhancing each participant's leadership effectiveness, and on building a network of ESOP CEO’s who can share resources and best practices to enhance the success of ESOPs across the country.