Join your fellow employee-owners and a roster of ESOP experts at our new series of webinars. The webinars cover a range of issues, relevant for those considering setting up an ESOP, new ESOP companies, and mature ESOPs.
Members of Ohio's Employee Owned Network have unlimited free registrations to live webinars and unlimited access to all archived webinars.
Contact the OEOC at oeoc@kent.edu to access archived webinars, or with questions about registration and costs.
An ownership culture means embedding an ownership mindset into daily work, so employees understand how their decisions contribute to company success. Leadership, HR, and managers can reinforce this through peer accountability, recognition, and cross-department collaboration, encouraging employees to take initiative and support one another. Connecting these behaviors to company performance, and to ESOP growth, can drive long-term success.
Free for Members / $4o Non-Member
Many ESOP-owned companies complete a repurchase obligation study, sustainability study, or long-term forecast — but the harder question is what happens next. This session will focus on how ESOP companies can translate future liquidity demands into a practical governance framework for corporate cash and investment decision-making. We’ll discuss how leadership teams can use cash segmentation, time horizons, and an Investment Policy Statement to align liquidity with operating needs, repurchase obligations, capital preservation, and longer-term strategic flexibility. The session is designed for companies at all stages of the employee ownership lifecycle, including owners evaluating ESOP feasibility, newer ESOPs beginning to understand future obligations, and mature ESOPs seeking greater discipline around cash, liquidity, and board-level oversight.
Free for Members / $4o Non-Member
This session will cover how to forecast cash flow, developing revenue and margin assumption, stress-testing scenarios and repurchase obligations. You’ll leave with a framework for turning your forecast into a valuable planning tool.
Free for Members / $4o Non-Member
A practical look at Section 401(a)(28) diversification requirements and what they mean for ESOP administrators supporting participants as they approach retirement. The session covers eligibility, available diversification options, and how elections can affect account balances, risk exposure, and retirement projections—helping administrators navigate the rules with confidence.
Free for Members / $4o Non-Member
A practical overview of the technical rules governing ESOP distributions. Administrators will explore how retirement, termination, death, and disability trigger distributions; the key timing considerations for lump-sum and installment payouts; and the tax and rollover implications that can shape how distributions are processed.
Free for Members / $4o Non-Member
Want to Join Ohio’s Employee Owned Network? Click Here.
Members of Ohio’s Employee Owned Network have free unlimited access to archived OEOC webinars. Non-members of the OEOC can access the archive for a nominal fee.
Contact the OEOC at oeoc@kent.edu to access below webinars.
• ESOP Contribution & Allocation Mechanics – Presented by Pete Shuler, Blue Ridge Associates
• Understanding the Barriers of Growth: An EOS Learning Session – Presented by Paul Harrison, Professional EOS Implementer
• ESOP Eligibility, Participation, Entry & Vesting Mechanics – Presented by Pete Shuler, Blue Ridge Associates
• Microsoft Copilot for Employee-Owners: 5 Practical Ways to Use It at Work – Presented by Margie Meachum, LearningToGoAI
• Making Your Voice Heard: Employee Ownership Advocacy at the Statehouse – Presented by Michael Palmieri, OEOC and The ESOP Association
• Lunch N Learn: What We've Learned About Story Telling in Employee-Owned Companies – Presented by Michael Palmieri & Chris Cooper, Ohio Employee Ownership Center
• A Trusted Advisor's Guide to Employee Ownership – Presented by Michael Palmieri, OEOC and Roy Messing, Michigan Center for Employee Ownership
• Are Your ESOP Plan Provisions Undermining Your Ownership Culture? – Presented by Cecilia Garcia and Matthew York, Blue Ridge Associates
• LUNCH N' LEARN – Making HR Work For ESOPs: PEOs and Other Models – Presented by Michael McGrath and Nathan Maude, McGohan and Brabender
• LUNCH N' LEARN – Building an Effective Communications Strategy and Culture – Presented by Lindsay Isaac, National Center for Employee Ownership
• LUNCH N' LEARN – Economic Update and Outlook – Presented by Thomas Jalics, Fifth Third Bank
• Managing Cash Flow and Financial Resilience: An ESOP Perspective on Tariffs, Inflation, and Uncertainty – Presented by Tom Lazzaro, Midwest Transatlantic Lines, Dan Bender, Westfield Bank, Brett Larick Columbia Chemical Corporation
• What We've Learned: Ideas, Tools, and Resources for Building an Ownership Culture – Presented by Michael Palmieri and Chris Cooper, Ohio Employee Ownership Center
• Strategies to Enhance the Effectiveness of Compensation Programs for ESOP Companies – Presented by Tim Jamison and David Horvath, Prairie Capital Advisors
• Avoiding Business Interruptions During Leadership Transitions – Presented by Mike Frommelt, Strategic Talent Partners
• Maximizing Employee Ownership: Strategies for New, 5-Year, and 10-Year-plus ESOPs – Presented by Ken Sommers, PCE Investment Bankers
• Empowering Employees Through Open Book Management: A Path to Success in Employee-Owned Companies – Presented by Steve Baker, Great Game of Business
• Maximizing Value and Stability: Capital Structure Considerations in an ESOP-Owned Company – Presented by Tim Jamison, Richard (Dick) Shuma, and Joseph Labetti, Prairie Capital Advisors
• AI Demystified: Exploring Its Potential Applications in Your Business – Presented by Fred Franks, FIT Technologies
• Employee Ownership Trusts: An ESOP Alternative for Smaller Companies – Presented by Greg Daugherty and Nicolas Sasso, Porter Wright Morris & Arthur
• The Lifecycle of an ESOP Participant – Presented by Pete Shuler, Blue Ridge ESOP Associates
• Inexpensive (and Free) Tools to Help You with Your Employee Ownership Communications – Presented by Michael Palmieri and Chris Cooper, Ohio Employee Ownership Center
• 2023 Economic Outlook Update – Presented by Tom Jalics, Chief market Strategist, Fifth Third Bank
• Launching or Rebooting Your Ownership Communication and Engagement – Presented by Kyla Alterman, Workplace Development
• Leadership Development and Succession Planning in Your Employee-Owned Company – Presented by Jon Sweigart, Praxis Consulting Group
• Executive Compensation Through the ESOP Lifecycle – Presented by Katie Lind, Chartwell
• Personality, Leadership, and Employee Ownership – Presented by Andrea Capuano, Capuano Consulting
• What the Heck is Happening, and How Does It Impact My Company, and It’s Value? – Presented by Matt Silla and Eric Flickinger, Apple Growth Partners
• What To Do When Receiving an Offer to Sell – Presented by EricZaleski, PCE Investment Bankers, and Howard Kaplan, Kaplan Fiduciary Group
• Understanding the Changing Workforce, and How Employee Ownership Can Make a Difference – Presented by Chris Cooper, Ohio Employee Ownership Center
• Update on the Economic Outlook for 2022 – Presented by Thomas Jalics, Fifth Third Bank
• The 5 Rs of Repurchase – Presented by Tom DeSimone and Tim Jamison, Prairie Capital Advisors
• Building an Ownership Culture Over Time – Presented by Jennie Msall, Praxis Consulting
• Reinventing Your Communications Committee in Times of Transition and Change – Presented by Eamon Mulholland, Wise Consulting
• Acquisitions and Your ESOP Company – Presented by Eamon Mulholland, Wise Consulting
• ESOP Update: Developments, and Outlook for 2021 – Presented by David Whaley, Thompson Hine; and Andrew Kulesza, Fifth Third Bank
• ESOP Virtual Lunch & Learn: Administration Basics – Presented by Pete Shuler, Crowe
• How to Use Video to Tell Your Employee Ownership Story, Internally and Externally – Presented by Christine Gorey & Rachel Borden, Columbia Chemical Corp. and David Sullivan, Terrapin Media Development
• Issues Update Q&A: Managing Company Debt Load and Cash Flow Planning for the Future – Presented by Eric Zaleski, PCE; and Sean Kelleher, First Financial Bank
• OEOC “Pop-Up” Webinar: PPP and Loan Forgiveness for Employee-Owned Companies – Presented By Kim Blaugher, The Beyster Institute, and Chris Cooper, Ohio Employee Ownership Center
• Where Are We Now? An ESOP and Employee Ownership Issues Update – Presented by David Diehl, Rocky Fiore, and Ken Serwinski, Prairie Capital Advisors
• ESOP Administration In A Changed World – Presented by Pete Shuler, Crowe
• Navigating the SBA COVID-19 Response Programs – Presented by Andrew Kulesza, Fifth Third Bank
• Virtual Lunch 'n' Learn: Employee Ownership Culture Q & A – Presented byCathy Ivancic, Workplace Development
• Leadership Succession in Your Employee-Owned Company – Presented by Tim Jamison & Tom DeSimone, Prairie Capital Advisors
• Virtual Lunch 'n' Learn: Recycling, Redeeming, and Your Repurchase Obligation – Presented by Kevin Rusch, Blue Ridge ESOP Associates
• ESOP "Virtual Lunch N Learn" Administration Update – Presented by Pete Shuler, Crowe- How to Use Video to Tell Your Employee Ownership Story, Internally and Externally
• ESOP Legal Q&A – Presented by Avery Chenin, SES ESOP Services
• Working with your TPA to manage your ESOP Administration Calendar/Year – Presented by Pamela J. Themar & Kevin Rusch, Blue Ridge ESOP Associates
• ESOP Valuation Q & A – Presented by Davin Gustafson, Apple Growth Partners
• Forecasting the Repurchase Obligation – Presented by Tina DiCroce, Chartwell
• ESOP Corporate Governance: Understanding the Interaction Between the Shareholder (Trustee) & the Board – Presented by Peter Jones, Horizon Trust & Investment Management
• Building Leadership, At All Levels – Presented by Matt Hancock and Kathleen McInerney Kane, Praxis Consulting
• Ownership Roles & Beneficial Ownership – Presented by Cathy Ivancic, Workplace Development
• Communicating Value Drivers & Creating an Effective Ownership Culture – Presented by Jim Bado, Workplace Development, and Tim Jamison, Prairie Capital Partners
• The Interplay Between the ESOP and Other Qualified Retirement Plans – Presented by Kristin Steinhauser, Senior Manager at Crowe, Crowe LLP
• Do You Understand Your ESOP Valuation? – Presented by Eric Flickinger and Matthew Silla, Apple Growth Partners
• Long-Term Compensation at ESOP Companies – Presented by Tim Daum, Crowe LLP
• The Ins, and Outs, of Buying and Selling Companies with (and through) your ESOP – Presented by Avery Chenin, SES ESOP Strategies
• Telling Your Story: How to Communicate Your Employee Ownership Message – Presented by David Wecker, BrandFlick
Want to Join Ohio’s Employee Owned Network? Click Here.
Members of Ohio’s Employee Owned Network have free unlimited access to previous OEOC webinars. Non-members of the OEOC can access for a nominal fee.
Contact the OEOC at oeoc@kent.edu to access previous webinars.
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