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Panel Proposals

Operational Excellence

Life Cycle of an ESOP: Case Study

Wednesday, April 8, 2026
10:45 AM - 11:45 AM CDT
Location: Baird Ballroom B
CE: 1
CE Type: CPE, SHRM
Education Level: For All Levels
The session will explore the evolution of an ESOP established nearly two decades ago done in two stages. Our panelist will guide the audience through the journey from the pre-transaction phase through the two stages and being a mature ESOP, illustrating how the firm has transformed over the years.
The discussion will include insights on managing board members and emphasize effective employee administration. Drawing from personal experiences as key participants in the transaction, the panelists will offer valuable insights and guidance, enriching the conference program with practical information.

Learning Objectives:

  1. Identify key components during the pre-transaction, multiple transactions, and post-transaction phase.
  2. Describe what ongoing employee administration should include and when it is appropriate.
  3. Define the key responsibilities of trustee/board members and benefit to the employees.