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Individual Proposal

Culture and Engagement

Mastering Your ESOP Statement Release: Strategies for Success

Wednesday, April 8, 2026
4:00 PM - 5:00 PM CDT
Location: 106
CE: 1
CE Type: SHRM
Education Level: For All Levels
Are you a new ESOP looking for ideas to effectively launch your first statement release? Or a seasoned ESOP wanting fresh strategies to revamp your approach?

Join us for an interactive session on how to communicate this exciting milestone in your ESOP's journey, your statement release! You’ll gain new insights, hear from employee-owners about what’s worked for them, and have the chance to share your own experiences.

Whether you're just starting out or looking for new ways to connect with your team, this session has something for you!

NCEO Publication: The ESOP Communications Sourcebook

Learning Objectives:

  1. Understand effective communication strategies for statement releases: Learn how to craft messaging that generates excitement, sets clear expectations, and ensures employee-owners understand the significance of their statement release.
  2. Discover best practices from peer ESOPs: Gain insights from employee-owners and ESOP leaders about what has worked well in past statement releases and explore fresh ideas that can enhance your own approach.
  3. Build a strategy for engaging employees in the statement release process: Learn how to create a statement release strategy that fosters employee engagement, encourages ownership, and promotes a deeper connection to the ESOP culture.