Address
Northern Essex Community College, 100 Elliott St, Haverhill, MA 01830
- This page, Mass Center for Employee Ownership - North Shore Regional Symposium, is offered by
- Massachusetts Office of Business Development
Mass Center for Employee Ownership - North Shore Regional Symposium
Overview
If you are interested in exploring an employee ownership model for your business, at the symposium you will:
- Learn about the MA Center for Employee Ownership (MassCEO).
- Gain a basic understanding of some forms of employee ownership.
- Understand benefits such as succession planning, income equity, wealth building, etc.
- Hear from employee-owned firms about their journey to employee ownership.
- Learn about potential state and federal funding for adopting employee ownership.
- Participate in a round-table discussion on employee ownership and interact with subject matter experts.
Scan the QR code to register from your phone, or click the link below to register: https://forms.office.com/r/hq5EbKfbB9
Agenda
9:00 AM – 9:30 AM | Registration, Networking, and Refreshments
Overview: Please arrive early to pick up your nametag and information packet, enjoy some breakfast pastries, and network with other attendees.
9:30 AM – 9:35 AM | Welcoming Remarks
Speaker: Ian Burns, Community & Economic Development Program Manager, Merrimac Valley Planning Commission (MVPC)
Overview: Opening remarks and welcome from the MVPC
9:35 AM – 9:50 AM | Introduction to MassCEO & Employee Ownership Models
Speaker: Kevin Kuros, Interim Director, MassCEO
Overview: Introduction to MassCEO, an overview of employee ownership (EO) models, and an introduction to the featured Employee Stock Ownership Plan (ESOP) and cooperative businesses.
9:50 AM – 10:00 AM | Featured ESOP: ReVision Energy
Speaker: James Manzer, Regional VP, ReVision Energy
Overview: Brief overview of ReVision Energy and their experience as an ESOP company & B-Corp.
10:00 AM – 10:10 AM | Featured Co-op: Eplam Professional Services
Speaker: Mary Arenas, Co-Founder, Eplam Professional Services
Overview: Brief overview of Eplam, and their experience as a small worker-owned cooperative.
10:10 AM – 10:30 AM | Funding Employee Ownership: Small Business Administration (SBA)
Speaker: Ili Spahiu, Deputy District Director, SBA
Overview: Discussion on financial resources and support available for businesses transitioning to employee ownership through SBA programs.
10:30 AM – 11:30 AM | Facilitated Roundtable Discussion
Facilitator: Kevin Kuros, Interim Director, MassCEO
Panelists:
James Manzer, ReVision Energy, Regional VP
Mary Arenas, Eplam Professional Services, Co-Founder
Ili Spahiu, SBA, Deputy District Director
Said El Abassi, Member, Employee Ownership Advisory Board
Mary McCooe, Member, Employee Ownership Advisory Board
Overview: A dynamic and lively discussion on the practical aspects of transitioning to employee ownership, challenges, success stories, and strategies for sustainable EO businesses.
11:30 AM – 11:35 AM | Concluding Remarks
Speaker: Kevin Kuros, Interim Director, MassCEO
Overview: Summary of key takeaways, appreciation for participants, and a call to action for business leaders and policymakers.
11:35 AM – 12:00 PM | Networking & Refreshments
Overview: Informal networking session with light refreshments, providing an opportunity for attendees to connect and explore collaboration opportunities.