Events

Mock Board Meeting: a Board Discussion of Managing Cash & Capital Allocation in Mature ESOPs

Facilitator: Alex Moss with Brian Ippensen (TI-Trust), Cindy Turcot (Gardener's Supply Company), and Sandy Shoemaker (Shoemaker Consulting)

Learning Objectives:
• Recognize the challenges faced by mature ESOPs who have accumulated material cash balances.
• Analyze the different potential priorities for investing cash and the tradeoffs among them.
• Evaluate the strengths and challenges of pursuing various cash investment strategies to best support the long-term health of their ESOP companies

‍

Next Up: Preparing Future Generations to Lead

Facilitator: Kathleen McInerney Kane with David T. Paul (Aqua Engineers)

Learning Objectives:
• Identify at least 3 core competencies essential for success in an employee-owned company.
• Articulate one way their personal leadership identity aligns with ESOP values such as transparency, collective responsibility or strategic thinking.
• Describe 2 “takeaway” strategies for stewarding leadership development within their organization.

‍

Beyond Training: Building a Leadership Development System for Succession Success

Facilitator: Linshuang Lu with Stacey Dolden (SCS Engineers)

Learning Objectives:
• Formulate leadership competencies and how to integrate them into their company.
• Understand how to create leadership development experiences that result in changed behavior.
• Foster senior leader commitment and attention to leadership development and succession.

‍

Leading through Uncertainty, Change and Crisis

Facilitator: Matthew Hancock with Gary Irwin (Creative Financial Staffing)

Learning Objectives:
• Recognize how you, and those you lead, react to uncertainty, change and crisis.
• Understand new frameworks and skills for leading during times of uncertainty, change and crisis.
• Identify the opportunities provided by uncertainty, change and crisis to foster greater resiliency and growth, organizationally and individually.

‍

‍

‍