The Latest ESOP Partners News

ESOP Partners Sponsors & Speaks at 2026 NCEO Annual Conference

Aaron Juckett, CPA, CPC, QPA, QKA — Thu, 05 Mar 2026 20:58:46 GMT

We’re excited to announce that we are a sponsor at the 2026 NCEO Annual Employee Ownership Conference in Milwaukee, Wisconsin, and that we will have five speakers presenting at the event. This premier conference brings together industry leaders, employee-owned companies, and innovators who are committed to advancing employee ownership.

Join us for insightful discussions and presentations on the topics shaping the future of employee-owned businesses. The conference offers outstanding opportunities to learn, connect, and grow within the employee ownership community.

We’re proud to support and participate in an event that helps expand the reach and impact of employee ownership across the United States. We invite you to join us in Milwaukee and experience the transformative power of employee ownership.

Don't forget to stop by Booth 318 to connect with us!

ESOP Partners Speakers

Building Your ESOP Dream Team: A Guide to Who Does What

April 6, 10:45 a.m.
Co-presented by Eric Strebe, Director of ESOP Consulting

Building Trust: Driving Engagement, Performance and Ownership in a New ESOP

April 7, 2:45 p.m.
Co-presented by Beth Krieck, MBA, CPTD, Ownership Culture Consultant, with valued clients Alison Lawlor, CFO, and James Anderson, Jr., PE, COO of Becht Engineering BT.

Off to a Strong Start: Tips for New ESOPs to Ensure Long-Term Success

April 7, 2:45 p.m.
Presented by Jason Wellman, Director of Client Advocacy

How Smart ESOPs Link Repurchase Planning with Acquisition-Driven Growth

April 7, 4:15 p.m.
Co-presented by Ryan Kuchta, Director of ESOP Services

The Coaching Leader: Unlocking Performance for People-First Companies

April 9, 9:45 a.m.
Co-presented by Bill Zoelle, Marketing Manager, alongside Christopher Arnold, CEO & Founder of Care Deeply Consulting

We will have a team of speakers at the 2026 NCEO Conference in Milwaukee. Our sessions will focus on the practical building blocks of long-term ESOP success. We’ll share perspectives on strengthening the teams and roles that support an ESOP. We’ll also discuss cultivating trust and engagement that drive performance. Additional topics include helping new ESOPs get off to a strong start, aligning repurchase planning with growth strategies, and developing people-first leadership skills that elevate results. We hope you’ll join us for the sessions and then stop by Booth 318 to meet the team and keep the conversation going.

ESOP Partners Sponsor & Speak at the Wisconsin Chapter Spring Conference

Aaron Juckett, CPA, CPC, QPA, QKA — Thu, 12 Feb 2026 22:16:46 GMT

ESOP Partners is a sponsor and is speaking at the Wisconsin Chapter 2026 Spring Conference, held March 3-4, 2026, at Monona Terrace in Madison, WI.

ESOP Partners Sponsor & Speak at Employee Owned 2025

Aaron Juckett, CPA, CPC, QPA, QKA — Tue, 07 Oct 2025 19:27:09 GMT

We are thrilled to announce our participation as a speaker and sponsor at the Employee Owned 2025 event, proudly organized by The ESOP Association. This must-attend event will take place November 2-5 at the Aria in Las Vegas, NV .

Employee Owned 2025 is the premier gathering for champions of employee ownership, setting the stage for thought-provoking discussions, innovative ideas, and unparalleled networking opportunities. We are honored to play a role in supporting this transformative event that emphasizes the value and growth of employee ownership throughout the country.

Don't forget to stop by Booth 21 (blackjack!) to connect with us!

ESOP Partners Presentations

ESOP Benefit Payments and Distribution Policy
Monday, November 3
10:00 a.m. - 11:00 a.m.
Co-presented by Ryan Kuchta, Director of Administration

Session Description:
We will cover the basics of ESOP benefit payments and diversifications, with a focus on how to tailor your ESOP distribution policy to fit your company needs and culture.

Learning Objectives:

Understanding the basic ESOP benefit payment requirements through IRS rules and ESOP document design.
Various distribution events that may occur and how that impacts your benefit payments.
Designing a useful distribution policy that aligns with your goals as an organization.

Building a Lasting Legacy: Ownership Culture for the Long Haul
Monday, November 3
2:50 p.m. - 3:50 p.m.
Co-presented by Beth Krieck, MBA, CPTD, Ownership Culture Consultant

Session Description:
Join ownership culture consultant Beth Krieck of ESOP Partners as she sits down with Ben Lee, the CEO of Staab Construction (a successful, mature ESOP) for an engaging conversation about what it takes to keep ownership culture strong over time. Together, they’ll explore proven strategies for ESOP education, investing in the workforce, giving back to the community, and the vital role of recognition—both celebrating milestones and appreciating the people who make it all possible. This interactive session isn’t just about listening—we’ll be asking for your insights and experiences along the way! Whether you’re looking for fresh ideas or validation of your own engagement approach, you’ll leave with actionable takeaways to help strengthen ownership culture in your company.

Igniting the Ownership Mindset: Practical Behaviors & Leadership Tactics to Build a Thriving ESOP Culture
Monday, November 3
11:15 a.m. - 12:15 p.m.
Co-presented by Jason Wellman, Director of Client Advocacy

What separates good ESOP companies from great ones? It often comes down to mindset. In this interactive session, we’ll explore how to intentionally build and sustain an ownership mindset throughout your ESOP—starting with leadership and cascading down to every employee owner.

You’ll learn:

The key behaviors that drive a strong ownership culture.
Leadership tactics that reinforce accountability, transparency, and long-term thinking.
How to integrate these behaviors into everyday actions—not just policy documents.
Real-world rollout strategies to align both your leadership team and front-line employee owners.

Whether you’re just starting your ESOP journey or looking to reenergize your culture, this session offers actionable ideas and proven tools to help your people think and act like owners—every day.

Learning Objectives:

The key behaviors that drive a strong ownership culture.
Leadership tactics that reinforce accountability, transparency, and long-term thinking.
How to integrate these behaviors into everyday actions—not just policy documents.

Workshop #1: Building a Thriving ESOP Culture: HR & Communication Strategies for Success
Monday, November 3
1:40 p.m. - 5:00 p.m.
Co-facilitated by Jason Wellman, Director of Client Advocacy

This interactive workshop is designed for HR and Communications professionals in ESOP companies who are passionate about fostering a strong employee ownership culture. We’ll dive deep into three critical areas: Recruiting & Retention, Onboarding, and Communications/Employee Ownership Month Activities. Through practical exercises and collaborative discussions, you’ll gain actionable strategies to attract top talent, create a seamless onboarding experience, and effectively communicate the value of employee ownership. Join us to learn how to empower your employees, strengthen your ESOP, and build a thriving workplace where everyone feels invested in the company’s success.

ESOP Partners to attend Great Lakes Regional Conference of The ESOP Association

Aaron Juckett, CPA, CPC, QPA, QKA — Mon, 29 Sep 2025 20:17:40 GMT

ESOP Partners will be attending the Great Lakes Regional Conference of The ESOP Association, being held on October 6–8, 2025 at the Kalahari Resort & Convention Center in Sandusky, OH.

Get ready for an unforgettable experience at the Great Lakes Regional Conference, a vibrant event hosted by the Indiana, Michigan, and Ohio/Kentucky Chapters of The ESOP Association. From October 6–8, 2025, this three-day conference will unite employee-owners, industry experts, and ESOP advocates for an exciting lineup of learning, networking, and inspiration.

With a collaborative agenda designed to empower ESOP companies, this event will deliver insights, best practices, and fresh perspectives tailored to elevate your ESOP journey. Whether you’re a seasoned expert or just embarking on the ESOP path, you’ll leave more informed, motivated, and equipped with practical knowledge to share with your team. Don’t miss this exceptional opportunity to connect, learn, and grow with the ESOP community!

Did we mention, there is also a Cornhole Tournament?

ESOP Partners to Speak at TEA 2025 California/Nevada Annual Conference

Aaron Juckett, CPA, CPC, QPA, QKA — Wed, 17 Sep 2025 15:07:06 GMT

We look forward to seeing you in sunny California at the 2025 California/Nevada Chapter Annual Conference, hosted by The ESOP Association. This year’s event will take place September 24-26, at the Hyatt Regency Sacramento, CA.

We’re thrilled to be part of this exciting event and look forward to connecting with you. ESOP Partners will be speaking and will also be available to answer your questions about ESOPs—whether you're exploring options, ready to take the next step, or looking for expert insights.

ESOP Partners Presentation

"Building a Strong Foundation: Establishing an Effective ESOP Communications Committee"
Thursday, September 25th
9:30 a.m.
Presented by Jason Wellman, Director of Client Advocacy at ESOP Partners and Laura Isaacs, of Rosendin Electric, Inc

We believe embracing change can be a powerful way to align with the ever-evolving needs of your workforce and company culture. Revamping your ESOP Committee is an opportunity to enhance engagement, modernize communication tools, and introduce strategies that truly inspire and motivate our employee-owners.

By refreshing the committee, we can also foster greater inclusivity—ensuring the diverse voices within our workforce are better represented and that everyone feels heard, valued, and empowered.

Get Your ESOP Questions Answered

Kris Kaul will also be at the conference to help you with your ESOP. Whether this is your first conference or you are interested in seeing if we can help you with your mature ESOP, we would love to chat.

If you are attending the event and would like to meet with Kris, reach out to set some time.

ESOP Partners a Gold Sponsor and Speaking at TEA 2025 Midwest Regional

Aaron Juckett, CPA, CPC, QPA, QKA — Wed, 03 Sep 2025 21:21:12 GMT

ESOP Partners is a Gold Sponsor and speaking at the 2025 Midwest Regional Conference, being held September 16-18, 2025, at Hilton Chicago/Oak Brook Hills Resort & Conference Center - Oak Brook, IL.

Meet ESOP Partners at 2025 WI Chapter Summer Conference

Aaron Juckett, CPA, CPC, QPA, QKA — Thu, 08 May 2025 17:45:40 GMT

We are thrilled to announce our participation as a speaker and sponsor at the 2025 Wisconsin Chapter Summer Conference, hosted by The ESOP Association. This year’s event will take place June 12th through the 13th at the Fox Cities Exhibition Center, Appleton, WI.

This conference is more than just a gathering—it’s an opportunity to explore how employee ownership can create lasting change within your organization. Join us to discover how companies across the nation are leveraging employee ownership to build stronger teams, foster accountability, and reshape the future of work, one share at a time.

We invite you to attend alongside other passionate professionals who are dedicated to advancing employee ownership. Don’t forget to visit our booth to connect with us—we’d love to hear your thoughts and answer your questions!

Let’s build the foundation for the future of employee ownership—together.

ESOP Partners Presentation

"Building a Lasting Legacy; Ownership Culture for the Long Haul"
Friday, June 13th
9:40 a.m.
Presented by Beth Krieck, MBA, CPTD, Ownership Culture Consultant at ESOP Partners and Ben Lee, PE, of Staab Construction

"ESOP Distribution Policy & Repurchase Obligation Strategy: How the Cash Flows"
Friday, June 13th
10:40 a.m.
Presented by Ryan Kuchta, Director of ESOP Administration

Don't miss these two insightful presentations! Join Beth's session at 9:40 a.m. to learn how to foster an enduring ownership culture within your organization. Then, at 10:40 a.m., hear from Ryan as he shares practical strategies for managing ESOP distributions and repurchase obligations to support robust financial planning. These sessions are packed with actionable insights to help you maximize the impact of employee ownership!

ESOP Partners to Speak at ESOP Association National Conference in D.C.

Aaron Juckett, CPA, CPC, QPA, QKA — Wed, 07 May 2025 16:53:42 GMT

ESOP Partners will be attending and speaking at the ESOP Association's National Conference. The awards ceremony will be held May 22, 2025 and the conference will be held May 13-16, 2025, at the Grand Hyatt in Washington, D.C.

ESOP Partners Sponsor & Speak at the Wisconsin Chapter Conference

Aaron Juckett, CPA, CPC, QPA, QKA — Wed, 12 Feb 2025 22:52:37 GMT

ESOP Partners is a sponsor and is speaking at the Wisconsin Chapter 2025 Spring Conference, held February 27-28, 2025, at Brookfield Conference Center in Brookfield, WI.

NCEO Annual Conference - 2025 | Meet with ESOP Partners | ESOP

Aaron Juckett, CPA, CPC, QPA, QKA — Tue, 04 Feb 2025 19:37:46 GMT

We are excited to announce that we are a sponsor and a speaker at the 2025 Annual Employee Ownership Conference, hosted by the NCEO. This premier event gathers industry leaders, employee-owned companies, and innovators who are passionate about employee ownership.

Join us for insightful discussions and presentations on key topics that shape the future of employee-owned enterprises. This conference offers exceptional opportunities to learn, network, and grow within the employee ownership community.

We are proud to support and engage with this event, which champions the expansion and influence of employee ownership across the United States. We warmly invite you to join us and explore the transformative power of employee ownership.

Don't forget to stop by Booth 117 to connect with us!

ESOP Partners Presentation

Future-Proofing Your ESOP: Building Resilience in a Rapidly Changing World

Tuesday, April 15
2:15 p.m. - 3:15 p.m.
Co-presented by Jason Wellman, Director of Client Advocacy

Session Description:
In an ever-evolving workplace, resilience is key to the sustainability and growth of ESOP companies. This session will explore how to "future-proof" your ESOP by embracing change, supporting employee wellbeing, and fostering a resilient culture. Participants will learn actionable strategies to navigate industry disruptions, technological advancements, and shifting employee expectations while maintaining a strong ESOP foundation. The session will include interactive discussions on developing adaptable leadership, embracing new work models, and creating policies that empower employee-owners to thrive amid change.

Learning Objectives:

Describe key traits of resilient workforces: List essential characteristics of resilient employee-owners in ESOPs and demonstrate strategies to cultivate adaptability and perseverance within your organization over the next six months.
Implement change management strategies: Identify and apply specific approaches for ESOP companies to proactively navigate disruptions, such as remote work trends, technology shifts, and evolving employee needs, within the first 90 days.
Develop policies for employee Wellbeing: Design and implement policies that enhance psychological safety, ensure a supportive work environment, and empower employee-owners to thrive during periods of change within a three-month timeframe.