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Individual Proposal

Repurchase Obligation and Sustainability

The Repurchase Playbook: Proven Strategies for a Predictable Future

Tuesday, April 7, 2026
8:50 AM - 9:50 AM CDT
Location: 106
CE: 1
CE Type: CPE, SHRM
Education Level: Novice
A company's repurchase obligation is not merely a financial liability; it is a strategic commitment to the employee-owners who drive its success. This session moves beyond theory to provide a practical framework for developing and implementing a robust repurchase strategy.

To create an engaging, workshop-style learning experience aligned with NCEO's criteria, the session will be highly interactive. We’ll use live polling to benchmark participant challenges and do a case study exercise where small groups collaboratively assess a repurchase scenario. This practical approach ensures the content is immediately applicable.

Attendees will leave this session with a template to guide their company in building a sustainable repurchase strategy, transforming this obligation from a perceived risk into a managed driver of long-term ESOP health.

NCEO Publication: The ESOP Repurchase Obligation Handbook
NCEO Resource: Repurchase Obligation Toolkit

Learning Objectives:

  1. Evaluate at least three distinct funding mechanisms for the repurchase obligation against their own company's financial profile to determine the most viable initial option by the end of the workshop.
  2. Identify your company's main repurchase obligation driver(s) (diversification, turnover, and/or death, disability and retirement) for the next planning cycle using a provided model, identifying the key variables that have the greatest impact on the final obligation.
  3. Identify your company's main repurchase obligation driver(s) (diversification, turnover, and/or death, disability and retirement) for the next planning cycle using a provided model, identifying the key variables that have the greatest impact on the final obligation.