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Panel Proposals

Operational Excellence

Managing a Mature ESOP

Tuesday, April 7, 2026
2:45 PM - 3:45 PM CDT
Location: 208
CE: 1
CE Type: CPE, SHRM
Education Level: For All Levels
We will explore a range of concepts relevant to mature ESOPs, including the management of segregated cash accounts, releveraging strategies, and the sale of ESOP-owned companies. We will work through examples of how these concepts are applied in practice. We will also examine current case law and provide tips to help you keep your ESOP house in order.

NCEO Publication: Sustainable ESOPs

Learning Objectives:

  1. Understand the use of segregated cash accounts and cash investment considerations.
  2. Understand releveraging strategies: Why releverage? And what are the alternatives?
  3. Understand what steps to take to avoid litigation in the sale of ESOP-owned companies, drawing on lessons from recent trustee trial and dispositive motion victories.