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Panel Proposals

Growth Strategies

Holding Company Strategies and Case Studies to Diversify and Grow Shareholder Value

Wednesday, April 8, 2026
9:15 AM - 10:15 AM CDT
Location: 208
CE: 1
CE Type: CPE, SHRM
Education Level: Intermediate
Three executives from holding companies share their stories and the underlying themes of the how, why, and what of a holding company strategy, along with basic pros and cons. We’ll cover each company's legal, acquisition, integration, and capital strategies as independent topics. In this interactive sessions, truly get to know the opportunities and intricacies of a holding company strategy.[

NCEO Publication: Acquisition Strategies for ESOP Companies

Learning Objectives:

  1. Understand how and why a holding company strategy can facilitate growth and diversification for plan value.
  2. Understand the challenges and opportunities start to close for these organic and acquisition strategies for growth.
  3. Learn from three exemplary and unique examples of successful holding company ESOP executives