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Evaluation ViewAttendees 5

Strategy and Sustainability

Preconference: Creating a Thriving Ownership Structure throughout the ESOP Lifecycle

Preconference: Creating a Thriving Ownership Structure throughout the ESOP Life Cycle

Monday, April 24, 2023
1:00 PM – 4:00 PM CST
Location: 2215A
CE Hours 3

Sponsored By 
Onsite in KC
CE Type: CPE, SHRM

    Speaker(s)

  • Tina M. Langlois, n/a

    Managing Director
    Chartwell Financial Advisory
    Philadelphia, PA, United States

    PDF Slides

  • Katie Lind, n/a (she/her/hers)

    Vice President
    Chartwell
    Minneapolis, MN, United States

    PDF Handouts Slides

  • Allison Wilkerson, JD (she/her/hers)

    Attorney
    McDermott Will & Emery
    Dallas, TX, United States

  • Justin L. Jordan

    President & CEO
    Essential Ingredients, Inc.
    Lawrenceville, GA, United States

At every stage of the ESOP life cycle, there are critical decisions your organization will face that impact the growth and sustainability of your company. In this interactive session, we will walk through each stage of the ESOP life cycle and discuss best practices and how proactive planning can help a company achieve its long-term objectives. Our panel, which includes the CEO of a successful, 100% ESOP-owned company, will share perspectives on a range of interrelated and dynamic topics, including compensation and ownership philosophies, governance, employee communication, handling repurchase obligations, executive compensation, and ongoing growth strategies. Throughout the discussion, we will promote a holistic view of the evolving roadmap to long-term success, as well as the importance of thinking beyond the traditional view of ESOP sustainability.

Learning Objectives:

  • Develop understanding of the critical decisions at each stage of the ESOP lifecycle and the dynamic, evolving nature of the planning process throughout the lifecycle
  • Gain insights of how good governance and proactive planning can support an ESOP-owned organization’s ability to achieve its goals and objectives
  • Reframe the traditional perspective of long-term “sustainability” to strategically growing the business in a way that aligns with the company’s ownership and compensation philosophies