2024 Employee Ownership Equity Summit

Los Angeles, CA

How can you unlock the power of this “best kept secret” for business M&A and local business retention, strong local economies and equitable economic development?

Find out by joining Project Equity, and peers from your region and across the nation in a two-and-a-half-day action-packed, practical meeting of the minds. Let us inspire you, give you real examples to help advance your work locally and provide an opportunity for connection with others in your community who share your goals.

Watch recording from EOES 2023 with CEO Evan Edwards, “Why EO now?”

Agenda

May 6-8, 2024

Location

The Line Hotel Los Angeles
3515 Wilshire Blvd,
Los Angeles, CA 90005

Nearby airports
  • Los Angeles International Airport (LAX) is 13 miles away
  • Hollywood Burbank (BUR) is 14 miles away
  • Long Beach Airport (LBG) is 26 miles away
Keynote speakers

TBD – Stay tuned!

Things to do nearby

TBD

Registration

Choose your Summit track

Regional and national partners

This Summit track is for partners and includes breakout groups for public sector actors, investors, nonprofit leaders, and other local & national amplifiers.

The regional partner track is for:

  • Government leaders
  • Funders
  • Investors
  • Community groups
  • Partners
  • Champions & influencers

You and your peers from your region and from communities across the United States will:

  • Learn how to unlock employee ownership as a tool to advance your organization’s and your region’s goals
  • Connect with peers in your industry and meet professionals in your region who use employee ownership as a tool for business succession and retention, employee engagement, and community wealth building
  • Get inspired by business owners, employee-owners, and leaders in the field
  • Develop a concrete plan with your peers and partners to scale employee ownership in your industry and / or region
Business advisors

This Summit track will provide 8 hours of CPE credit to exit planners and CPAs.

The service provider track is for:

  • Professional advisors who work with small business owners
  • Advisors who lead or work on an owner’s team of business succession planning professionals
  • Others who are interested in learning more about EO from a service provider perspective.

Learning Objectives

  • Learn to differentiate between forms of broad-based employee ownership including ESOPs, worker cooperatives and EOTs.
  • Identify features, benefits and challenges associated with employee ownership for a variety of small business owners.
  • Recognize and recommend suitable forms of broad-based employee ownership to small business clients when appropriate.
  • Strategize how to implement an employee ownership readiness plan aligned to the business’ lifecycle.
    Identify and assemble key stakeholders for the deal team and transition.

Enter Early bird promo code EOSUMMITADVISOR for $150 off the $650 quoted price now through April 22, 2024

Sponsorship opportunities​

This year’s Summit will bring together leaders from across the country to exchange ideas and create action plans that harness the power of employee ownership to transform their communities.

This is an important event for Project Equity to generate excitement and momentum for the employee ownership movement, provide educational opportunities, and inspire regional collaboration.

Download the flyer to learn about the various opportunities and benefits of sponsorship.

Project Equity's Summit brought together an incredible group of practitioners from all sectors working to advance opportunities for employee ownership.

It's clear that there's a lot of momentum building in the space and we're proud to be a partner in this work.

David Estrada

Senior Manager,
eBay Foundation

EOES Sponsors

The Employee Ownership Equity Summit 2024 is made possible by the following partners.

EOE Summit Highlights from 2023​

Last year’s Summit brought over 150 leaders from around the country to exchange ideas and create action plans that harness the power of employee ownership to transform their communities.

We packed a lot into our three days together. Our main stage speakers incubated daring conversations that sparked visionary blueprints for regions across our nation.

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