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Individual Proposal

Innovative Leadership

Service Provider Peer Network: Bridging Expertise and Elevating the Employee Ownership Support Ecosystem

Tuesday, April 7, 2026
2:45 PM - 3:45 PM CDT
Location: Baird Ballroom A
CE: 1
Education Level: For All Levels
The Service Providers Peer Network is for professionals who serve employee-owned companies, whether in legal, valuation, trustee, governance, administration, finance, consulting, or culture work.

This session convenes providers to exchange ideas, surface challenges, and co-create best practices that enhance both the effectiveness and alignment of their services across the employee ownership ecosystem. Through cross-discipline collaboration, participants will deepen their strategic perspective, refine their offerings, and strengthen their capacity to deliver consistent, high-impact support to their ESOP clients.

Learning Objectives:

  1. Strengthen cross-disciplinary alliances and trust among service providers, enabling more integrated, collaborative approaches when supporting ESOP companies.
  2. Co-design aligned standards, frameworks, or tools to improve consistency, quality, and clarity of service delivery across the ESOP support ecosystem.
  3. Identify emerging challenges and opportunities facing service providers, and translate insights into actionable strategies or innovations for your practices.