Step into an exclusive, high-level discussion designed for board members of employee-owned companies. The Board of Directors Roundtable provides a forum to explore the complexities of ESOP governance, leadership succession, and strategic decision-making. Engage with peers who understand the unique responsibilities of board service in an ESOP environment. Gain insights into best practices, regulatory considerations, and strategies for balancing fiduciary duties with long-term business sustainability. This is more than a conversation - it’s an opportunity to strengthen your leadership impact and drive your company’s success.
Key Discussion Topics: ESOP Governance Best Practices – Understanding the distinct roles of the Board, ESOP Trustee, and Management Fiduciary Responsibilities – Navigating compliance, oversight, and legal considerations Strategic Decision-Making – Effective approaches to evaluating growth opportunities and responding to acquisition offers Leadership Development & Succession Planning – Ensuring continuity in leadership while preserving an ownership culture
Who Should Attend: This session is open to current board members and those preparing for board service in employee-owned companies.
Learning Objectives:
Strengthen understanding of governance and fiduciary responsibilities in ESOP companies
Learn from peers about boardroom strategies and best practices
Develop approaches for leadership succession and long-term sustainability
Gain insights into responding to acquisition offers and maintaining strategic oversight
