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

Individual Proposal

Repurchase Obligation and Sustainability

Managing Repurchase Obligations for a Mature ESOP

Wednesday, April 8, 2026
2:45 PM - 3:45 PM CDT
Location: 208
CE: 1
CE Type: CPE, SHRM
Education Level: Intermediate
This interactive workshop will explore the complex challenges of managing repurchase obligations in mature ESOPs. Through a combination of technical presentation and hands-on exercises, participants will learn strategies for forecasting, funding, and structuring repurchase obligations. The session will cover distribution policies, funding methods, releveraging, and valuation considerations. Participants will work through case studies and leave with practical tools for developing sustainable repurchase obligation management plans.

NCEO Publication: The ESOP Repurchase Obligation Handbook
NCEO Resource: Repurchase Obligation Toolkit

Learning Objectives:

  1. Understand repurchase obligation forecasts and the analysis of study results.
  2. Evaluate different funding approaches, including recycling, redeeming, and releveraging strategies.
  3. Create balanced strategies that consider the interests of all stakeholder groups.