April 24, 2023

NCEO 2023 Annual Employee Ownership Conference

Kansas City, MO

We are sponsors and presenters at this annual conference by the National Center for Employee Ownership.

Jennie Msall with Jesse Tyler, Hypertherm

Tuesday, April 25, 2023

3:45 PM – 4:45 PM CT

Information Sharing in Employee-Owned Companies: What to Share and How

Sharing business information with employee owners is an essential piece of building an ownership culture. But what information should you share and how should you share it? This interactive session explores the business and financial information that’s useful for employee owners to receive. We’ll share tips and strategies for encouraging employee owners to really engage with the information being shared. Jesse Tyler will provide practical examples of how information sharing works at Hypertherm.

Molly Mead with Patty Munger, Vice President of Human Resources, Tech Etch and Nataliya Stone, Senior Vice President / Shareholder, Holmes Murphy and Associates

Wednesday, April 26, 2023

9:45 AM – 10:45 AM

Recruiting and Retaining Employee Owners

The good news: companies have a lot of work. The challenge: companies don’t have enough employees to do the work. This session will focus on steps you can take to retain valued employees and recruit new ones. We will share examples from two employee-owned companies and also gather ideas from the people in the session. Don’t wait for a valued employee to tell you they have taken a new job. Tell them the many ways they make a difference.

Nelson Parrish

Wednesday, April 26, 2023

9:45 AM – 10:45 AM CT

Diversity, Equity, Inclusion, and Belonging

(DEIB)? What does it mean? What about the other initials, including JEDI, EIJ, E&B? How does any of this connect to ESOP culture? Join us for this session, where we will be discussing these topics and more.

Ginny Vanderslice with Carolyn Stanworth, President & CEO, BL Companies

Wednesday, April 26, 2023

11:00 AM – 12:00 PM CT

Leadership Development, Culture, and Sustainability

Developing leaders at all levels is central to the immediate and long-term success of employee-owned companies. Participants in this session will learn how to begin the process of creating their own internal “university” and, using BL as a case study, how programs can be expanded to make professional development a core element of the firm’s culture. In addition, participants will learn some core principles that guide the development of successful programs. Beyond ensuring that people gain the leadership skills needed to deepen the company’s ownership culture, this session will show how leadership programs deepen a company’s overall leadership capacity and build a strong internal succession system necessary for long-term sustainability.

Linshuang Lu with Leslie Moulton-Post, CEO, ESA

Wednesday, April 26, 2023

1:30 PM – 2:30 PM CT

Engaging Employee-Owners to Shape and Implement Your Strategic Plan

A strategic plan can be a powerful guide for your company—it gives clear direction for what people need to be working towards to support the company’s success. Engaging employee-owners in shaping, understanding, and implementing your strategic plan can strengthen your ownership culture, develop leaders, and foster commitment to other important efforts such as improving diversity, equity, and inclusion. Come to this session to learn general principles to develop, implement, and monitor your strategic plan so that everyone in your company works towards its goals. You’ll also hear about ESA’s high-engagement strategic planning process and its ongoing implementation.

Jon Sweigart with Richard Cammarano, President & CEO, Tech Etch

Wednesday, April 26, 2023

4:00 PM – 5:00 PM CT

Seizing Transitions as Opportunities for Culture Change

Ownership and leadership transitions present important opportunities for organizations to embrace culture change, especially when both transitions happen in close proximity. This interactive presentation blends succession planning principles, interviews, and storytelling with Tech-Etch CEO Rich Cammarano to highlight the unique opportunities and risks of founder succession and onboarding an “outsider” CEO.

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