Employee Ownership Implementation & Support

FACULTY: David Gray

$59

1 hour CPE

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Flexible schedule

Any time, self-paced

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Build toward your CEOA designation

Turning EO into action

Employee ownership isn’t a one-time event—it’s a cultural and operational shift. This Certified Employee Ownership Advisor course gives you the roadmap to guide businesses after the transaction, from communication strategies to employee education and governance support.

Advisors who can provide long-term guidance not only strengthen the chances of EO success but also establish enduring advisory relationships. By the end, you’ll know how to keep employee-owned companies thriving well beyond the initial transition.

Learning objectives

By the end of this course, participants will be able to:

Create a comprehensive implementation plan for employee ownership
Incorporate strategies for investing in education and fostering a supportive organizational culture
Effectively communicate the transition process to employees and stakeholders
Provide continuous support and guidance to employee-owned businesses
Identify small business advisor specialist role types and timelines required to facilitate an employee ownership transition

Faculty

Our faculty aren’t just educators—they’re leaders in the field, bringing decades of hands-on experience to help advisors translate knowledge into impact.

David Gray

Director, Client Services

David Gray is the Director of Client Services at Project Equity, where he has spent many years helping businesses transition to employee ownership. His entrepreneurial experience spans founding and operating retail ventures focused on social impact, including fair-trade and sustainable business models. David has successfully launched startups, managed operations, and led business development initiatives across various sectors. Drawing from his extensive background in leadership and social enterprise, David brings his unique perspective to addressing the complex challenges businesses face when transitioning to EO. His particular focus is on expanding innovative ownership models like Employee Ownership Trusts (EOTs).

In the field, David actively cultivates strategic partnerships. He is adept at fostering collaboration among practitioners, advocates, and organizations within the employee ownership ecosystem to broaden access to these emerging solutions.

Additionally, David excels in developing strategic governance plans that support organizational growth. With his extensive training and experience in conflict mediation, he facilitates difficult conversations, guiding them to creative solutions. His understanding of interpersonal dynamics helps build trust, develop leadership, and cast a vision for viable new organizational realities.

Continuing education

Upon successful completion of the course, participants will receive 1 hour CPE.

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Interested in enterprise licenses or channel partnerships?

Project Equity 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 web site: www.nasbaregistry.org.

Implementation & Ongoing Support has been approved for 1 hour(s) of continuing education (CE) credits by the Exit Planning Institute (EPI).

Implementation & Ongoing Support has been accepted by the Certified Financial Planner Board for continuing education credit. Upon successful completion of the program, 1 CE credit(s) will be granted by CFP Board.

Implementation & Ongoing Support

$59

1 hour CPE

Flexible schedule

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