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Panel Proposals

Repurchase Obligation and Sustainability

The Power of Why: Making Intentional ESOP Decisions

Tuesday, April 7, 2026
10:00 AM - 11:00 AM CDT
Location: Baird Ballroom B
CE: 1
CE Type: SHRM
Education Level: Intermediate
Many ESOP companies keep doing things the way they always have—until an unexpected outcome demands a reset. By asking "why" before acting, leaders can challenge assumptions, set clearer goals, and make more intentional decisions while keeping an eye on the indicators that matter most. Featuring real company experience and interactive discussion, this session will help you reframe your ESOP strategy, avoid surprises, and position your company for long-term success.

NCEO Publication: Sustainable ESOPs

Learning Objectives:

  1. Challenge common ESOP misconceptions and identify the underlying assumptions that may be undermining your long-term sustainability plan
  2. Analyze key sustainability metrics, including repurchase obligation watchpoints, to proactively manage risk and prevent unexpected financial surprises
  3. Develop a prioritized set of ESOP objectives that align ownership strategy with broader business, financial, and cultural goals