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Panel Proposals

Growth Strategies

Strategies for Integrating Employee Ownership Culture in Acquisitions

Wednesday, April 16, 2025
4:00 PM – 5:00 PM MST
Location: 251 ABC
CE: 1
CE Type: CLE, CPE, SHRM
Education Level: Intermediate
Learn how to accelerate the performance boost that comes from implementing high-engagement employee ownership culture in the business you’ve acquired. Four leaders from 100% ESOPs who have completed multiple acquisitions will engage participants in an interactive conversation. Topics include:1. Introducing the concept of employee ownership2. Being intentional about culture3. Leadership in an employee ownership company4. Open-book management5. Generating ideasSession format 1. Participants will work in small teams to brainstorm questions, issues, and ideas for each topic above2. We will use interactive technology (Menti) to gather team input and harness the wisdom of the crowd3. Panelists will draw from their experiences to present both best practices and real-time responses to the teams
NCEO Publication: Acquisition Strategies for ESOP Companies
NCEO ResourceThe Download

Learning Objectives:

  1. Define the principles of integrating employee ownership culture during a merger or acquisition, so that participants can effectively explain and apply these concepts in the context of a recent or upcoming acquisition.
  2. Collaboratively generate and document at least three leadership actions needed for integrating employee ownership culture through small team discussions and the use of interactive technology, ensuring that participants leave with practical, crowd-sourced ideas to implement immediately.
  3. Develop and outline specific, actionable strategies for integrating a high-engagement culture within an acquired employee-owned company enabling participants to identify and implement at least one of these strategies within 30 days of the acquisition.