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Panel Proposals

Effective Governance

Effective Governance: Board Development and Training Workshop

Wednesday, April 8, 2026
10:45 AM - 11:45 AM CDT
Location: Baird Ballroom G
CE: 1
CE Type: CPE
Education Level: Intermediate
The goal of this workshop Through case studies, we will work together to learn from each other on various topics, including board formation, board agendas, the board’s relationship with the trustee, mature ESOP issues, M&A (buy/sell) conversations, and debt restructuring. Ultimately, participants will walk away with an understanding of the value that a board should have in creating shareholder value.

NCEO Publication: The ESOP Company Board Handbook
NCEO Training: Customized ESOP Board Training
NCEO Peer Networking: EO Board Directors Peer Networking

Learning Objectives:

  1. Help board members develop tools to improve the effectiveness of their board.
  2. Understand potential problems and solutions that ESOP boards may face over time.
  3. Recognize areas in which a board member’s role might become more complicated and learn from your peers how to resolve those issues.