Tuesday, November 10, 2026
8:00am – 3:30pm
Delta Hotel by Marriott
11320 Chester Road
Cincinnati, OH 45246
We are pleased to partner with Co-op Cincy for this year's Southwest Forum.
This day-long forum, held in Southwest Ohio, is designed to review the current year, and look forward to and plan for the upcoming year. It also provides a great opportunity to network with and learn from peers in other employee-owned companies and leading experts in the field of employee ownership.
The forum features sessions on legal and technical issues, CEO/CFO and HR Professional Roundtables, HR and communications issues, and business owners exploring a sale to employees.
Sessions are tailored to create tracks for:
• ESOP Leaders
• Selling Owners / Economic Developers
• HR & Communication Professionals
• Worker Cooperative Leaders
• The Ownership Story: Winning Candidates, Keeping Employee-Owners
• HR & Communications Roundtable
• What Actually Builds Ownership Culture
• CEO/CFO Roundtable
• Governance 101: How Your Board & Trustee Should Actually Work Together
• Funding the Repurchase Obligation: Cash Strategy for the Long Haul
• Co-op Dayton – From Startup to Sustainability: Building Through Shared Ownership
• Co-op Cincy – Governance & Growth: Sustainergy / Our Harvest
• Culture, Capital, and Closing the Deal: An ESOP Acquisition Panel
• Employee Ownership and Economic Development: A Business Retention and Expansion (BRE) Strategy
• Selling to an ESOP 101: Structure, Process, and What Comes After
• Beyond the ESOP: Exploring Worker Cooperatives and Employee Ownership Trusts
8:00am - 8:30am – Breakfast and Registration
8:30am - 9:00am – Morning Welcome from OEOC and Co-op Cincy
9:15am - 10:30am – Concurrent Sessions 1
10:30am - 10:45am – Networking break
10:45am - 12:00pm – Concurrent Sessions 2
12:00pm - 1:00pm – Lunch (served 12:00 - 12:30 / speaker 12:30 - 1:00)
1:00pm - 1:15pm – Networking Break
1:15pm - 2:30pm – Concurrent Sessions 3
2:30pm - 3:30pm – Reception
All registrations include breakfast, lunch, beverages, and reception.
NETWORK MEMBERS
$100 per attendee – Early Bird Rate (registration prior to 10/27/2026)
$125 per attendee – Regular Rate
NON-MEMBERS
$200 per attendee – Early Bird Rate (registration prior to 10/27/2026)
$225 per attendee – Regular Rate
***Important Note: When clicking the button below, you will be redirected to a landing page and see a rectangular tile titled "non-network". Click the "view categories" link in that tile. From there, you will see the registration link for the SW Forum.
You can register and pay via check by emailing Kelley Fitts at kfitts@kent.edu.
Email oeoc@kent.edu or call (330) 672-3028 for information on joining The OEOC Network to receive discounts on registrations.
Refund Policy
100% - 7 days (or more) prior to the event. 50% - 6-4 days prior to the event. 0% - 3 days (or less) prior to the event
Sponsorship opportunities are available for the Southwest Ohio Employee Ownership Forum.
These include:
- breakfast sponsorship
- lunch sponsorship
- reception sponsorship
- parking sponsorship
For more details, review and fill out our SPONSORSHIP FORM.
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