2025 Annual Employee Ownership Conference
Registration is open for the 2025 conference!
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Events
Learn. Share. Connect. Explore our events below.
In-Person Events
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Is an ESOP Right for You? San Diego, CA
ESOP feasibility event in San Diego, CA in July 2025.
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Ownership in Action Series | San Diego
New Manager Workshop in San Diego.
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Upcoming Webinars
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Think Like an Owner
Ownership Culture Webinar
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It's a New Plan Year - The Process of Aligning your Service Professionals
Join our comprehensive webinar on year-end retirement plan...
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The Rehire Headache
This session will review the various rules relating to Rehired...
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Past Webinars
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Investing in the 1042 Rollover
ESOP Transaction Financing 1042 Webinar
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Recent Developments Relating to the DOL and ESOPs
DOL & Litigation Update Webinar- February 2025
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Innovative Capital Raising Strategies for M&A Growth in ESOP Companies
ESOP Growth Strategies and Capital Planning Webinar
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