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Ongoing ESOP Operations

Finance Working Group: Charting Financial Success Across the ESOP Lifecycle

Wednesday, April 16, 2025
11:15 AM – 12:15 PM MST
Location: 257
CE: 1.0
CE Type: CPE
Join the NCEO’s Finance Working Group for an interactive workshop to explore key financial milestones at each stage of the ESOP lifecycle. This group will work with peers in a similar stage to discuss challenges, and best practices, and map out key milestones to help create a sustainable ESOP.

Learning Objectives:

  1. Meet and network with other ESOP finance professionals
  2. Understand key milestones in the ESOP lifecycle
  3. Discuss and understand questions such as: What things should you look for in your plan document? When should you do a Repurchase Study? What is a sustainability study? And more!