New Manager Workshop Speaker Guidelines

NEW ESOP MANAGER WORKSHOP DENVER, CO | JUNE 16-17

SPEAKER BENEFITS (1) Complimentary Registration to the event.

Cultivate the future of ESOP leadership by shaping the next generation of managers during a critical career transition.

Position your brand as a thought leader in management and leadership development in the EO community.

SPEAKER REQUIREMENTS Content should be 40% presenter-led education, 60% hands-on small group activity Session topics are fixed. You are applying to speak in one of the sessions outlined on page 2, while giving it your personalized twist and interpretation.

SPEAKER GUIDELINES

DEADLINE TO APPLY

March 24 APPLY HERE

Session Topics & Objectives

See speaker requirements on page 1. The education for this workshop is set.

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LEADERSHIP IN AN ESOP CULTURE

FINANCIAL LITERACY FOR ESOP MANAGERS

This interactive session equips managers and leaders with the essential skills and strategies needed to effectively lead within an ESOP-owned company.

Design and implement strategies to build and reinforce an ownership mentality among employees at all organizational levels Facilitate productive team conversations about ESOP policies, addressing questions and concerns with confidence and clarity Apply specific techniques to encourage accountability, proactive behavior, and entrepreneurial thinking within their teams

This streamlined session equips managers with practical financial knowledge they need to lead effectively in an ESOP environment.

Explain the five critical financial concepts every ESOP manager must understand: stock valuation basics, how ESOP accounts grow, vesting schedules, account flexibility and distribution options, and the connection between company performance and share value Translate complex financial information into simple, relatable language that resonates with employees at all levels Communicate ESOP account flexibility, to help employees understand and value their ownership stake

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DRIVING EMPLOYEE ENGAGEMENT AND MOTIVATION

STRATEGIC DECISION-MAKING AND AI VISION: FORGING THE FUTURE

Leverage the ESOP ownership structure as a powerful engagement tool while developing skills to navigate the complexities of shared ownership.

Utilize a comprehensive toolkit of practical engagement techniques designed specifically for ESOP contexts, including goal-setting frameworks, performance conversations, recognition systems, and communication strategies Deploy effective tools and approaches to address conflict constructively and maintain team cohesion while honoring the shared ownership culture

Align team objectives, priorities, and daily decisions with broader organizational strategic goals in ways that create visible connections for employee-owners Leverage AI-assisted approaches for data interpretation, trend analysis, and communicating complex strategic information to employee-owners in accessible ways Explore how strategic decision-making differs in an ESOP context, where leaders must balance immediate operational needs with long-term value creation for all employee-owners.

5 DEADLINE TO APPLY

March 24, 2026 APPLY HERE