2023 Fall Forum Speaker Guidelines

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DEADLINE TO APPLY: JUNE 7TH

SPEAKING OPPORTUNITIES

CALL FOR SPEAKER PROPOSALS EDUCATE INSPIRE CONNECT

SPEAKER PROPOSALS WILL BE EVALUATED BASED ON

NEW CONTENT ONLY: Abstracts that have been presented in the past at any ESOP event will NOT be considered.

Preference will be given to those speakers with high performance and participant feedback from past NCEO events.

Submissions must be educational and will be eliminated if they appear to be tches” for products or services.

ou submit a proposal as an individual u may be placed on a panel with a similar ic.

will not consider a panel that is made entirely of members from the same firm a received from previous evaluations will taken into consideration for the selection cess

nels will max out at 3 for this event.

BENEFITS OF SPEAKING HOW TO APPLY

Sharing your knowledge and experience with employeeowners

Exposure, brand awareness, and lead generation

Opportunity to create engaging and enriching content

Showcasing yourself or your organization as an expert within the ESOP community Creating more awareness nationally for employee ownership

Inspiring other esop companies by showcasing what you are doing within your own company

We have made it easier than ever to apply to speak. Please note that if you are submitting a panel of speakers, other panelists will need to login and submit their headshots, bio, and profile information before your session proposal can be submitted.

Apply Here

SELECTION PROCESS & NEXT STEPS

Following the June 7th deadline, your submission will be reviewed both internally and externally by our selection committee consisting of NCEO staff, board members, and peers. Our conference is for employee-owners and consideration of topics outside of this topic will be reviewed but not weighed with the same consideration that ESOP topics are. Please note that selection preference will be given to speakers who have demonstrated excellence in meeting speaker deadlines and have been rated higher in previous NCEO speaking engagements. Notification of selection will be sent out by the end of July.

If selected to speak, you will be notified by email, no later than July 20, 2023. You will have 10 days to accept your speaking slot and time.

EDUCATIONAL TRACK FOCUS

Communication & Education

Plan Design & Administration

Finance & Valuation

Engagement, Ownership Culture, and

Leadership

Governance

TOPICS OF INTEREST

ESOP Transaction

Structures

Assessing ESOP

Feasibility

Alternatives to an ESOP

Fiduciary Issues

Investing in the 1042 Rollover

An ESOP Company Perspective

Plan Design and Operation

Determining Stock

Value

Financing an ESOP

Incentive

Compensation for ESOP Companies

Ownership

Communications and Culture and Recent Research

EXAMPLE TOPICS FOR COMPANY SPEAKERS

Risks Facing ESOP Trustees

The Advantages of Video Media in ESOP Education

360 Degree Review of Cybersecurity Insurance for an ESOP

Communicating the ESOP to Your Employees

From Burnout to Flourishing: Develop High-Quality Connections to Increase Employee Engagement

Changing Culture in a Service Industry with Trust and Communication

How to Run a Meeting Accounting Basics for Non-Accountants

How to Make Your Company an Idea

Factory

Renewing Ownership

Passion in Mature

ESOPs

Understanding the Share Price: ABCs of Business Valuation

Complications and Lessons Learned from a Minority-owned ESOP Company Diversity Equity

Inclusion and Belonging: How Does it Connect to Ownership Culture?

Putting Employee Well-Being First: Why Engagement at Work Does Not Shield Us from Mental Health Challenges

ESOP Companies and an Acquisition Strategy

Humanizing Employee Ownership: Ways to Make It Feel "Real"

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