Is an ESOP Right for You? San Diego, CA

Topics of Discussion

• What is an ESOP?
• Why choose an ESOP as part of your succession plan?
• Overview of an ESOP transaction with real-world examples.

ESOP Essentials

Take home the tools you need to make your decision. The ESOP pre-feasibility toolkit and tax advantage calculator are online resources featuring articles, webinar recordings, and more, all carefully chosen to guide you on your employee ownership journey

Continuing Education Credit Information:

This seminar is eligible for 5.5 CPE  hours and 3.75 SHRM Hours. You must sign in onsite to receive credit.

1. Day 1 Day 1: Monday, July 14, 2025
2. Day 2 Day 2: Tuesday, July 15, 2025

Registration is open!

We can't wait to learn with you in San Diego, at the gorgeous Hotel Republic - an Autograph Collection Hotel. 

All meeting registrations must be prepaid. Registration is exclusive to companies considering an employee stock ownership plan (ESOP). Service providers will be canceled and refunded.

Interested in bringing your entire leadership team? If you are interested in bringing a group of 3+, additional discounts can be applied. Please contact eventhelp@nceo.org

Please renew your membership prior to registering. This will ensure you get access to the best rate. 

Pricing

Cancellation Policy

You may cancel your registration at any time and receive a refund, minus an administrative fee of $100.00 per person, until June 6, 2025, at 12 am. After June 6th, if you wish to cancel, you will receive a refund, less an administrative fee of $175.00 per person, until July 1, 2025, at 12 am. After July 1, 2025, no refunds or credits will be given.

Location

Hotel Republic San Diego

421 W B St.

San Diego, CA 92101-3501

Phone: +1 (619) 398-3100

Email: info@hotelrepublicsd.com

Reservation Details

Reserve your room by June 23rd, 2025, to lock in your accommodations within our exclusive room block.

If  any guests that would like to come before or after the contracted dates, please email: eventhelp@nceo.org so we can put you in touch with the hotel.  Please note: there is a $25/night destination fee on top of the $289/night room rate. Your destination fee includes: $25 daily F&B credit,  enhanced wifi, yoga with pressed juice, and bike rental for (2). 

BOOKING LINK

Check out sandiego.org for activities and nearby attractions

Sponsor Prospectus - July 2025 | San Diego, CA

Become a Catalyst for Business Transformation Through the Power of ESOPs

Click the link to secure your sponsorship today! Check out our expanded opportunities to be a part of the NCEO's flagship feasibility event!

If you have any questions about a branding partnership for this event, please reach out to Megan Bonwell, mbonwell@nceo.org, 510-208-1319.

Secure Your Sponsorship

Benefits of sponsoring/speaking at Is an ESOP Right for You?

Launched in 2010, the NCEO’s Is an ESOP Right for You? meeting series is designed to help business owners decide if an ESOP fits their succession needs.

Becoming a catalyst for business transformation is a journey that requires vision and commitment. By embracing change and fostering a culture of innovation, you can lead the employee ownership community toward a brighter, more adaptable future. Now is the time to take the initiative and inspire those around you to join the transformation effort. Together, we can drive meaningful change. 

The NCEO invites you to be a sponsoring partner of our upcoming Is an ESOP Right for You event in San Diego, CA this July. Here's how your sponsorship can make a profound impact:

🚀 Empowerment, Transformed: By supporting our event, you're not merely a sponsor but an enabler of transformation. ESOPs have the potential to reshape businesses, turning employees into true stakeholders in their success. Your sponsorship paves the way for this transformative journey.

🌏 A Bridge to Diverse Industries: Imagine the vast spectrum of businesses - architecture firms to manufacturing warehouses, family-owned enterprises to corporate titans - converging in one place. Your sponsorship allows you to connect deeply with this broad range of industries. You'll be at the crossroads of innovation and tradition, facilitating meaningful connections and collaborations.

🤝 Forge Lasting Partnerships: Your involvement isn't just transactional; it's a chance to forge partnerships that transcend the event. Collaborate with business leaders, share experiences, and build relationships that endure. Your sponsorship will position your company as a thought leader and ally in ESOPs.

💡 Amplify Your Impact: In supporting the NCEO's mission, you're not just impacting individual companies; you're creating a ripple effect of empowerment that resonates through countless lives. You're helping employees gain a sense of ownership and purpose, which, in turn, boosts productivity, innovation, and overall business success.

🌐 Wide Reach, Local Impact: Is an ESOP Right for You is a platform for global ideas with a local footprint. Your sponsorship will help companies realize the potential of ESOPs.

The best catalysts for meaningful change are lifelong learners. By expanding your reach and educating others, you not only enhance your business's influence but also become a resource for others new to employee ownership. Join us as we embark on the journey to an ESOP. Your sponsorship can make a profound difference in the lives of employees and businesses across industries.

Let's reshape the future together.