This two part session provides an open-ended discussion of topics of greatest interest to C-Suite attendees. We start with brief attendees demographics -- who is in the room, companies, roles, size, key ESOP info, governance, etc., and concluding with key questions that attendees would like to discuss. We spend the rest of the session with attendees discussing whatever key questions they have identified. Depending on interest of the attendees, topics may include leadership, succession, ESOP finance / sustainability / capital allocation, governance (board & trustee issues), M&A, building an employee-ownership culture, etc. This is an actively facilitated discussion of the topics of greatest interest to attendees.
Are you approaching diversification? Are you offering a one-time distribution or rebalancing? Are you acquiring another company? All employee-owned companies experience milestones and challenges that affect the ESOP and employee-owners. This session will discuss the importance of communicating this milestone/challenge to employees and how you can begin the conversation. We'll cover the why and the how, what is changing, and what it means for employee owners and the company as a whole. This session will be interactive, with companies sharing what has worked for them.
