While the exact timing of a Statement Day from ESOP to ESOP may vary, the magnitude of the day remains the same. Statement Day offers employee-owners imperative insight into their ownership stake and how it contributes to their overall compensation and retirement planning. The day serves as a reminder of the individual and collective impact of contributions, making it both a motivator and a milestone for all employee-owners. In short, this is your ESOP’s Thanksgiving, Halloween, Super Bowl, and birthday rolled into one. No pressure. 😊 During this dynamic session, we’ll drill into specifics such as: - How to build a calendar to track progress and pacing leading up to Statement Day - Determining what programming makes sense for your ESOP on your Statement Day - Agenda planning for your Statement Day presentation - How to combat being a remote and/or hybrid ESOP (which our organization is) - What to do after Statement Day is over Attendees will come away with a renewed sense of ownership (pun intended) with their Statement Day planning. All employee-owners want their ESOP to feel meaningful and tangible. Join this dynamic session to maximize the impact of your Statement Day. NCEO Resource:The ESOP Communication Sourcebook NCEO Document: Understanding the ESOP Statement of Participation sample Powerpoint Presentation NCEO Toolkit: Employee Ownership Month Toolkit
Learning Objectives:
Learn specific actions that improve your planning, will make your Statement Day more memorable, and drive affection from your employee-owners.
Understand how to adapt learning for a remote, hybrid, or multilocation ESOP.
Know how to audit your Statement Day to ensure it aligns with your ESOP’s values.
