NCEO ESOP conference

NCEO Forum 2026

August 25-28, 2026 | Pheonix, AZ

hosted by

About The 2026 NCEO Forum

Step into the future of employee ownership at the 2026 Forum! This year’s reimagined format puts you at the center of the learning experience with hands-on workshops designed to equip you with practical strategies for navigating today’s economic landscape and driving ownership success.

GreatBanc at the 2026 NCEO Forum

Presence Overview

  • Event Sponsor
  • Staff Attending

Want to meet with our team at this event?

Staff Presentations

Wednesday, August 26, 2026 | 3:05 – 4:05 PM

Navigating a Second Stage ESOP Transaction

Mason Eisenberg

Wednesday, August 26, 2026 | 4:20 – 5:20 PM

Mitigating Risk in ESOP Sustainability – Lessons from the Courts

Julie Govreau

Thursday, August 27, 2026 | 11:15 AM – 12:30 PM

ESOP Litigation Update

Julie Govreau

Thursday, August 27, 2026 | 11:15 AM – 12:30 PM

Trustee Best Practices for ESOPs: Governance, Oversight, and Maximizing the Trustee Relationship

Steve Ryan and Haydee Caldero

Thursday, August 27, 2026 | 11:15 AM – 12:30 PM

What’s Your Story? Your Financial Statements and Key Metrics Tell a Great Tale!

Scot Storjohann

Friday, August 28, 2026 | 9:00 AM – 10:30 AM

Effective Governance: Board Development and Training Workshop

Haydee Caldero

Friday, August 28, 2026 | 9:00 AM – 10:30 AM

Winning with Ownership: Leveraging the ESOP Model as a Strategic Advantage in M&A and Post-Transaction Integration

Michael Moyer