Join us August 19 to learn how to align ESOPs with board strategy to drive growth, retention, and long-term value. Part of the Private Company Governance Learning Series.

Aligning ESOPs for Long-Term Growth

Part of the Private Company Governance Learning Series

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August 19, 2025 12:00 PM - 1:00 PM EDT Webinar

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PCGLS / Aligning ESOPs for Long-Term Growth

About The Event

Member Price: Complimentary

Non Member Price: Complimentary

Credits: 1 NACD/CPE Credit

Unlock the strategic potential of employee ownership. In this Private Company Governance Learning Series webinar, discover how to align the Employee Stock Ownership Plan (ESOP) with long-term company goals to drive sustainable growth, retention, and shareholder value. Walk away with practical approaches and expert-led guidance to strengthen performance through ownership culture.

This program is available to NACD members and nonmembers.

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Learning Objectives:

  • Connect ESOP key performance indicators (KPIs) to board-level goals.
  • Strengthen employee understanding of an ESOP's benefit and impact.
  • Use ESOPs to boost retention and engagement.
  • Balance stakeholder value with strategic vision.
  • Apply governance practices to optimize ESOP outcomes.

Who Should Attend:

  • Private company board directors considering an ESOP.
  • Board directors and C-suite executives overseeing employee engagement, succession, or long-term value.
  • Boards managing growth, transitions, or culture shifts.
  • Governance professionals seeking deeper ESOP fluency.
  • Available to NACD members and nonmembers.

Key Benefits

Boost Strategic Clarity

Align ESOPs with board priorities

Improve Retention Tools

Understand how ownership drives morale

Learn from Experts

Gain practical insights from seasoned advisors

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Event Speakers

Managing Director, Chartwell

Greg Fresh

Greg Fresh joined Chartwell as head of the firm’s corporate finance practice in 2010. His experience as a managing director spans both global investment banks and a full-size boutique. He is a registered representative with Chartwell affiliate, CCS Transactions LLC, and holds FINRA Series...

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Managing Director, Private Wealth Advisor, RBC Wealth Management

Rebecca Glasgow

Rebecca Glasgow has spent her 20-year career in financial services advising business owners, wealthy families, and ESOP-owned companies. She draws on her extensive experience in the areas of wealth and insurance planning and her prior experience in institutional asset management...

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Managing Director, Private Wealth Advisor, Senior Portfolio Manager - Portfolio Focus, RBC Wealth Management

Leslie Lauer

Leslie Lauer  is a leader in the wealth management industry for business owners and exceptional families. She has dedicated her career to advising owners on their succession options, including employee stock ownership plans (ESOPs). She and her team assist clients on the various aspects of estate...

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President and CEO, Urschel Laboratories Inc.

Rick Urschel

Rick Urschel is the president and CEO at Urschel Laboratories Inc., the world leader in the designing, manufacturing, and selling of precision food cutting equipment. Urschel food processing equipment is used by every major food processing manufacturer in the United States and in over 120 countries...

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Event Partner

NACD Credits

One (1) NACD credit will be applied to your NACD transcript after the event based on attendee's session attendance.

NASBA Continuing Professional Education (CPE)

Continuing Professional Education (CPE) credits (i.e., Certified Public Accountants (CPAs)) are available for the "Aligning ESOPs for Long-Term Growth" webinar. NACD is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org

  • Instructional delivery methods: Group Internet
  • Number of Hours: 1.0
  • Field of Study: Business Management & Organization
  • Level: Basic
  • Prerequisites: Directors with at least one year of experience on a public, private, and/or NFP board
  • Advance preparation: None

To receive the NASBA credit certificate, attendees must watch the webinar live and answer 3 poll questions during the webinar.

 

Event Policies
All registrations must be completed by clicking the "Register" button. Registrations are not accepted by email or over the phone.

Event Cancellation
Cancellations must be completed online via the cancellation/modified registration button. Click the "Already Registered?" link to access the cancellation form.

Aligning ESOPs for Long-Term Growth

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Part of the Private Company Governance Learning Series

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By registering for an NACD or NACD Chapter Network event, you agree to the following Code of Conduct.

NACD and the NACD Chapter Network organizations (NACD) are non-partisan, nonprofit organizations dedicated to providing directors with the opportunity to discuss timely governance oversight practices. The views of the speakers and audience are their own and do not necessarily reflect the views of NACD.