Events

April 14, 2025

NCEO 2025 Annual Employee Ownership Conference

Everyone's Job: Risk Management and Value Creation from the Board to the Shop Floor

Alex Moss will present with Ashley Kirchner (BMO), Elizabeth Di Cola (TI-TRUST), and Shaun McGehee (Prairie Capital Advisors, Inc.)

Learning Objectives:

  • Understand the risks and drivers that affect shareholder value.
  • Define the role of the board, executive management, and employees in identifying and managing risk.
  • Identify risk mitigation and efficiency enhancement tools that can be employed to maximize shareholder value and employee engagement strategies that integrate risk management and efficiency enhancement into the culture of the business.

Enhancing Your Leadership from the Inside Out

Ginny Vanderslice will present with Billy Duren (Threaded Fasteners, Inc.) and Marcy Tessmann (Charleston Orwig Collective)

Learning Objectives:

  • Gain an understanding of effective leadership as a developmental process – not just a title or a collection of skills – that begins with deep self-understanding.
  • Experience how one or two tools can encourage and facilitate a deepening of self-understanding and reflection that can contribute to guiding your decisions and actions as a leader.
  • Learn how the core components of effective leadership development processes can be applied to enhancing the effectiveness of leaders on your own team.

Glue Sticks: How Managers and Supervisors Shape Ownership Culture

Jon Sweigart will present with Quincey Luedeman (ESCO Group)

Learning Objectives:

  • Describe the role that managers and supervisors play in shaping a strong ownership culture.
  • Name key participatory management skills that shape a strong ownership culture through everyday interactions at work.
  • Describe how organizations can select, develop, and support the development of participatory leadership for managers and supervisors.

Advancing Strategic Advantage Through Leadership Development

Kathleen McInerney Kane will present with Brian T. Baker from Sentry Equipment Corp.

Learning Objectives:

  • Understand the contexts in which effective leadership development has impact on a company's success.
  • Describe the specific leadership capabilities required to successfully lead an employee-owned company.
  • Define a process which will help companies get started in undertaking leadership development.

Strategic Planning and Beyond: Connecting Strategy with Your People

Linshuang Lu will present with Leslie Moulton-Post from Environmental Science Associates.

Learning Objectives:

  • Understand how effective strategic planning and implementation can engage your broader workforce.
  • Gain practical ideas for how to integrate broader participation in strategy at your company.
  • Anticipate common challenges and pitfalls connected to strategic planning and implementation.

Women in Employee Ownership Networking

Linshuang Lu will be a panelist alongside Charita Bush (KTA-Tator, Inc.), Kylie Jacson (The Great Game of Business) and Ashleigh Newlin (Chartwell Financial Advisory)

This dynamic session is designed to help you navigate the next steps in your career in the employee ownership field. Whether you're looking to deepen your industry knowledge, explore new opportunities, or build a supportive network, this event will provide you with the insights and authentic connections to propel your career forward. Don't miss this chance to engage with inspiring professionals and discover actionable strategies to achieve your goals. A fun locally sourced gift will be available to the first 200 attendees to complete the networking experience challenge!

What to Expect in Your First Year as an ESOP

Lindsay Shafer will present with Jennie Msall (Ventura Trust Company) and Joe Marx (Principal Financial Group)

Learning Objectives:

  • Participants will be able to identify the key annual tasks in the ESOP lifecycle.
  • Participants will be able to describe who is responsible for what tasks and how different stakeholders work together on key tasks.
  • Participants will be able to recognize key deadlines and potential roadblocks that could impact these deadlines.

Inclusion is Essential for Ownership Culture: Strategies for Success

Marsha Wesley Coleman and Linshuang Lu

Learning Objectives:

  • Identify evidence-based practices for fostering workplace belonging that enhance team effectiveness and employee satisfaction.
  • Develop strategies to measure and communicate the impact of inclusion initiatives on key business metrics including recruitment, retention, and innovation.
  • Create a framework for implementing inclusive practices that respectfully address diverse viewpoints and build consensus across organizational stakeholders.

Built to Last: Sustaining Your Employee-Owner Communications Committee Through Leadership Succession Planning

Matthew Hancock will present with Casey Hanson from Morrison-Maierle.

Learning Objectives:

  • Participants will be able to apply a proven framework for enhancing leadership succession in their communications committee.
  • Participants will learn valuable strategies for developing leaders in their communications committees (and for leveraging the committee to develop leaders).
  • Learning from one another and presenters, participants will develop specific actions and commitments to apply to their committee or share with leaders in their organization.

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