Sustainability Workshop: How Do You Compare?

Additional Registration is Required: You must add a preconference day pass to attend this session.

ESOP sustainability is one of the hottest topics in the ESOP community. While many dynamics influence sustainability, there are five predictive dashboard metrics that can foretell strains on sustainability or growth. We will give attendees an opportunity to calculate these metrics for themselves before the session—though this is not a prerequisite—and then present typical results gleaned from over 200 recent sustainability studies and 75 compensation studies. You will instantly see how your company compares on these predictive metrics, and everyone will discuss what they are doing about these issues.

We will also discuss four factors that significantly impact sustainability and growth: corporate growth strategy, compensation philosophy, ownership philosophy, and handling the repurchase obligation.

This session will be highly interactive, using a roundtable format so attendees can discuss their results and learn how other ESOP company leaders are approaching these challenges. Panelists include seasoned consultants and a former director of FP&A of an ESOP company.

Come prepared to see how your company stacks up against these predictive metrics and participate in these discussions with other ESOP company leaders!

NCEO Publication: Sustainable ESOPs