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We are excited to announce our participation as a speaker and sponsor at the 2024 Wisconsin Chapter Summer Conference event organized by The ESOP Association. The event takes place June 14th at the Monona Terrace Community and Convention Center, Madison, WI.

WisconsinLogoThis event is not just a meeting—it's a stepping stone toward transforming your organization by harnessing the power of employee ownership. Embark on this journey with us and become a part of a movement that's reshaping the future of work, one share at a time.

We'd like to invite you to join us, and the many other passionate professionals, to delve deeper into the essence of employee ownership. Don't forget to stop by our Booth to connect with us!

ESOP Partners Presentation


"Distribution Policies: How to write a distribution policy with ever changing share values and economic trends."
Friday, June 14th
1:10 p.m. – 2:00 p.m.
Presented by Ryan Kuchta, Director of ESOP Administration

Session Description:
Unlock the full potential of your Employee Stock Ownership Plan (ESOP) with the must-see presentation on Distribution Policies. Led by Ryan Kuchta, a seasoned ESOP strategist with over two decades of experience, this comprehensive guide is a treasure trove for Plan Sponsors keen on optimizing their ESOP design for success.

Why attend? This presentation not only sheds light on the intricacies of ESOP Distribution Policies but also outlines the pivotal role these policies play in ensuring your company's financial resilience and rewarding your employees meaningfully.

What You'll Learn:

  • Mastering Distribution Policy Mechanics: Dive deep into the architecture of ESOP Distribution Policies and discover how they can be skillfully managed to align with your company's goals.
  • Clarifying Roles and Responsibilities: Get clarity on the roles of Plan Administrators, the Board of Directors, Management, and Plan Sponsors in crafting a robust ESOP that benefits all.
  • Comprehensive Factor Analysis: Equip yourself with the knowledge to navigate through various considerations such as legal obligations, financial health, and market expectations in your policy formulation.
  • Exploring Distribution Strategies: Compare and contrast different distribution methods, from stock distributions to lump sums and installment plans, to find the best fit for your company and its employees.
  • Assessing Impact: Understand the far-reaching effects of your distribution strategy choices on company cash flow, market performance, and employee morale.
  • Decision-Making Excellence: Build a solid decision-making framework that empowers you to create an ESOP distribution policy that is both beneficial for participants and sustainable for the company.


Additional ESOP Partners Team Members Attending
jason-wellman   Britini-Dresen-400x400   Josh-Clearwater-200x200
Jason Wellman
Director of Ownership Culture
  Britni Dresen
ESOP Administrator
  Josh Clearwater
Business Development Consultant

Look forward to seeing you at the Wisconsin Chapter Summer Conference

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