Creating and then leading an ESOP company is often a journey of discovery as you go. Different issues arise at various points in the lifetime of an ESOP, and, as with most things, it's better to be able to anticipate what's coming, especially on matters that require planning time or emotional adjustments. Your panelists are experienced ESOP professionals and have seen and been through many issues common in ESOP companies. They will explore these common issues and give pragmatic counsel on how to best anticipate each and how to create a framework to address each of the issues. Great for those considering ESOP and those in their first five years of being an ESOP.
Learning Objectives:
Feel prepared to handle key issues that often arise in the first ten years of an ESOP and can sometimes vex ESOP company leaders (including management and the board)
Foresee likely issues related to being an ESOP and being employee-owned before they arise, so that strategies and tactics can be developed early to address related consequences or impacts
Enhance their knowledge base about tools in the toolkit of ESOP companies and leaders, allowing them to navigate the complexities of the ESOP as well as optimize the potential upside of being employee-owned
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