Event overview

Whether you're just beginning your employee stock ownership plan (ESOP) journey or stewarding a mature employee-owned company, understanding the stages of ESOP maturity is key to long-term growth and success.

Join us for a dynamic and practical webinar that explores the core phases of ESOP development:

• Early implementation
• Midlife optimization
• Long-term stewardship

Led by RSM professionals Anne Bushman and Jo-Ann Balmer and moderated by Justin Stallard, this recorded session will guide you through the operational, cultural and compliance strategies that drive value and growth at every stage.

Who should attend: Leaders of ESOP companies, including CEOs, chief operating officers, chief financial officers and chief human resources officers, as well as owners and leaders who are considering establishing an ESOP

Watch on demand