ESOP Association National Conference 2021

June 21, 2021 - June 23, 2021

Behind the Scenes: The Audit Committee

Speakers: Alex Moss with Brian Ippensen, Lee S. Bloom, and Sandy Shoemaker

Tuesday, 22nd June, 3:45 PM – 4:45 PM

What goes on during the Audit Committee meeting for an ESOP Company Board of Directors? This session features a live, interactive, robust mock Audit Committee meeting. You will have an over-the-shoulder view of how an audit can operate; the role of the Audit Chair in setting the agenda and running the meeting; and the benefit of having active, informed board members engaged in the full range of audit discussions.

Intended Audience:  CFOs & C-Suite, Board Members, & Trustees


Building Stronger ESOPs: Diversity, Equity & Inclusion Strategies

Speakers: Alex Moss with Payal Shah Garg and Sarah Babcock

Wednesday, 23rd June, 11:00 AM – 12:00 PM

What do the terms diversity, equity, and inclusion mean, and how can broadening opportunity build value in ESOP companies in a particularly important and powerful way? Attend this session to find out! See a case study of one firm’s DEI initiative, including its strategy, how it started, the role of leadership, employee owner participation, progress to date, and anticipated future steps. Active participant discussion is encouraged! Come share your goals, successes, and challenges.

Intended Audience:  C-Suite, Board Members, Trustees & Professionals

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