Alex Moss will present with Brian Ippensen (TI-Trust) and David Diehl (Prairie Capital Advisors, Inc.)
A continuation of the popular Mock Board series, this mock meeting will have the Board members discussing The Washington TEA Company's ability to remain independent and employee-owned. The discussion will center on what circumstances the Boardshould consider selling and the considerations in an employee-owned company.
Learning Objectives:
· Recognize the importance of having an action plan for offers
· Balance the goal of remaining independently employee-owned and the reality of maximizing value
· Demonstrate the interactions and complications of considering a sale
Kathleen McInerney Kane will present with Bill Frommelt (Strategic Talent Partners)
Employees are often promoted to positions of leadership based on their performance in their job, and not on their leadership ability. This interactive discussion will help you identify and support the growth of your leaders, assessing and enhancing the key skills, values, and behaviors that make for an effective ESOP leader, in the context of the future of your ESOP.
Learning Objectives:
· Identify potential ESOP leadership skills
· Implement tools/education for ESOP leaders
· Hire and develop leaders that match the growth skillset needed for the future of your company
Kathleen McInerney Kane will present with Eric Braitmayer (Imtra Corporation)
In today's business environment, leadership continuity is crucial, especially for ESOPs, where sustainability and employee confidence rely on strong leadership pipelines. The Assess. Align. Advance. Session offers a strategic approach to identify, develop, and position future leaders.
Assess: The journey begins with a rigorous evaluation of leadership capabilities using validated tools and methodologies to measure competencies, behaviors, and potential to lead in an ESOP culture. This step provides objective insights into readiness and highlights development opportunities for key roles.
Align: Assessment data is only powerful when aligned with organizational goals. Learn to sketch out the ESOP values and organizational goals to consider when assessing future leaders. This alignment ensures succession planning supports not only business performance but also the unique ownership mindset that drives ESOP success.
Advance: With clarity and alignment, we'll offer a development plan template and approach that will accelerate growth for high-potential leaders.
Learning Objectives:
· Recognize the value of leadership assessment in succession planning
· Implement a leadership assessment strategy
· Understand how to integrate leadership assessment data into succession planning strategy
Linshuang Lu will present with Luke Norton (Sanborn, Head & Associates, Inc.)
Effective leadership drives the success of your company's employee ownership culture. Developing people in your company to become leaders is a long-term journey and can't happen from a one-off training session. It requires structure and focused attention. The good news is that leadership development can be integrated into your company's overall strategy so that your leadership development efforts also advance key company priorities. Come learn about integrated leadership development strategies- from coaching, to training (virtual and in-person), to stretch assignments, to special strategy initiatives. Sanborn Head will share its leadership development approach and how it has used leadership development to advance and implement major company change, including ownership structure, organization design, and technology.
Learning Objectives:
· Understand key principles for effective leadership development
· Recognize the components of a successful leadership system
· Design and integrate company strategic initiatives into leadership development
