Skip to main content
2026 Annual Employee Ownership Conference Main banner
Back

Panel Proposals

Repurchase Obligation and Sustainability

ESOP Sustainability: What ‘R’ is right for you right now?

Wednesday, April 8, 2026
1:10 PM - 2:10 PM CDT
Location: 204
CE: 1
CE Type: CPE, SHRM
Education Level: Intermediate
Hear from a panel of representatives from various ESOP owned companies discuss their individual approaches to sustainability. Each company has a different perspective on the balance of growth and sustainability that will lend different perspectives.

This session will be moderated by Markus Dahl of Eide Bailly and Barbara Clough of Blue Ridge, and audience participation and questions are encouraged.

NCEO Publication: Sustainable ESOPs

Learning Objectives:

  1. Understand the various options available when share repurchase obligations come due (recycle, releverage, redeem, retire, etc.).
  2. Obtain insight into the impacts on the financials that each decision may have.
  3. Prepare for long-term sustainability and future cash flow needs of your plan.