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Own it: Leading your ESOP through the stages of maturity
December 9, 2025 @ 1:00 pm – 2:00 pm EST
Event overview
Whether you’re just beginning your employee stock ownership plan (ESOP) journey or stewarding a mature employee-owned company, understanding the stages of ESOP maturity is key to long-term growth and success.
Join us for a dynamic and practical webinar that explores the core phases of ESOP development:
- Early implementation
- Midlife optimization
- Long-term stewardship
Led by RSM professionals Anne Bushman and Jo-Ann Balmer and moderated by Justin Stallard, this session will guide you through the operational, cultural and compliance strategies that drive value and growth at every stage.
Who should attend: Leaders of ESOP companies, including CEOs, chief operating officers, chief financial officers and chief human resources officers, as well as owners and leaders who are considering establishing an ESOP
Don’t miss out on this essential conversation and CPE credit—reserve your spot.
