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Ongoing ESOP Operations

Make It Tangible – A Case Study on How Employee Owner Feedback Helped Us Manage Our Repurchase Obligation

Tuesday, April 15, 2025
3:30 PM - 4:30 PM MST
Location: 151
CE: 1
CE Type: CPE, SHRM
Education Level: Intermediate
If you have been an ESOP for more than 5 minutes, you know that one of the biggest challenges ESOPs face long term is repurchase obligation. Another challenge ESOPs face is getting new and younger employees to understand that nothing builds wealth like equity, and finding a way to make the ESOP tangible before retirement. In this session, we will cover how conversations with our employee-owners helped drive strategies that made huge differences in both of these categories as well as improved employee morale and turnover.
NCEO Toolkit: Repurchase Obligation Toolkit
NCEO Group: ESOP Human Resources

Learning Objectives:

  1. Be able to take ideas and examples of things we did within our plan to minimize repurchase obligation.
  2. Generate great interest in the company’s goals.
  3. Make the ESOP tangible to new and younger employees, and decrease employee turnover.