ESOP Association Annual Conference, Employee Owned 2021

November 10, 2021 - November 12, 2021

Alex Moss, Ginny Vanderslice, Lindsay Shafer, and Linshuang Lu will be attending and presenting at the ESOP Association’s 2021 hybrid event. We are also proud sponsors of the event and if you are attending in person, please visit us at space #14 in the Pavilion.

Building and Maintaining an Ownership Culture
Thursday November 11, 9:45 – 10:45 am PT
Linshuang Lu and David Paul

Building a culture where employees think and act like owners taps into the benefits of employee ownership. Creating that culture requires more than just educating and informing people about employee ownership. Many additional elements are key to fully creating that culture. Come to this session to learn about the key components for building an ownership culture and hear about how one company has approached this.


ESOP Leadership and Succession Planning

Thursday November 11, 11:00 – 12:00 pm PT
Ginny Vanderslice and Mike Frommelt

A central component of ESOP company sustainability is having a solid succession system so the firm is continually developing people who could step into key roles, while also will deepening the company’s leadership capacity. In this session, you will learn the steps to developing a succession system, some alternate approaches; and what to do when, despite your best efforts, there is no one internally to fill an essential role when it is vacated.

Mock Board Meeting: Repurchase Obligation Planning
Friday November 12, 9:30 – 10:30 am PT
Alex Moss, Brian Ippensen, Cindy Turcot and Lee Bloom

This session builds on the format previously seen in a series of “Mock Board Committee Meetings” from several recent TEA conferences. This time, the specific focus of the mock meeting will be the board’s role in managing ESOP repurchase obligations, particularly reviewing, planning to fund, and balancing with other capital requirements. Presenters will act as board members discussing the key questions faced at the board level. This is an interactive session where the mock meeting will periodically pause to engage in discussions and questions from the audience.

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