2026 Agenda

{Preliminary Agenda}

8:00 – 8:45 AM - CHECK-IN | BREAKFAST 

8:45 – 9:00 AM - WELCOME | Opening Remarks | STORYTELLER

9:00 – 9:30 AM - KEYNOTE SPEAKER 

9:30 – 9:45 AM - PRESENTING SPONSORS 

9:45 – 10:00 AM - BREAK | Visit Sponsors 

10:00 – 11:00 AM - BREAKOUT SESSION ONE 

Exploring Employee Ownership / The Ownership Playbook: Exploring Employee Ownership Models 
Growth Strategies / Diversifying Through an ESOP Holding Company
Academic Research / ESOP Management
Culture & Engagement/ Building Engagement in an Employee-Owned Workplace 

11:00 – 11:15 aM - BREAK | Visit Sponsors 

11:15 – 11:45 AM - KEYNOTE SPEAKER 

11:45 AM – 12:00 PM - PRESENTING SPONSORS 

12:00 – 1:15 PM - lUNCH

12:45 – 1:15 PM FIRESIDE CHAT

1:15 – 1:30 PM BREAK | Visit Sponsors 

 1:30 – 2:30 PM BREAKOUT SESSION TWO 

Exploring Employee Ownership / Experiencing a Successful Ownership Transition
Growth Strategies / Using Your ESOP to Finance Acquisitions 
Academic Research / Philanthropic Foundations
Culture & Engagement/ The New Language of Employee Ownership 

2:45 – 3:45 PM - BREAKOUT SESSION THREE 

Exploring Employee Ownership / Financial and Organizational Impacts of Employee Ownership 
Growth Strategies / Macroeconomic Outlook Update
Academic Research / Practitioners
Culture & Engagement/ Aligning Values, Leadership and Team Behavior: Play to win 

3:45 – 4:00 PM - CLOSING REMARKS