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Panel Proposals

Operational Excellence

Valuation and Administration: Insights for Early-Stage and Prospective ESOPs

Monday, April 6, 2026
2:45 PM - 3:30 PM CDT
Location: 206
CE: 1
CE Type: CPE, SHRM
Education Level: Novice
Calling all management teams of early-stage ESOP companies (as well as those contemplating joining the ranks of employee ownership)! Join us for an engaging discussion addressing a bevy of important topics to ensure your valuation update and administration processes go off without a hitch. We will address this topic from both the management team and ESOP professional perspectives, outlining key aspects of each process while focusing on best practices for your company. Participants are encouraged to ask questions and share their experiences throughout the session, and should walk away feeling well-equipped to manage their plans.

NCEO Publication: The Fiduciary's Guide to ESOP Valuation

Learning Objectives:

  1. Refine internal processes for due diligence preparation.
  2. Implement ways to improve information gathering and due diligence to facilitate effective plan maintenance.
  3. Understand the critical roles played by the valuator and third-party administrator (TPA).