Only a limited number of places are still available for the ESOP Association CFO Summit, and with demand accelerating, now is the time for senior ESOP finance leaders to step in and be part of this executive-level program. This isn’t a passive conference, and it isn’t a getaway disguised as one.
It’s timely, high-impact financial leadership content, designed specifically for ESOP CFOs and senior financial leaders, and delivered in an environment that allows you to step away, think strategically, and return with practical insight. Most importantly, it is built to help you navigate today’s financial market challenges through the unique lens of employee ownership.
The Conversations ESOP CFOs Need Are Waiting in Sonoma
Over three days, ESOP CFOs and senior financial leaders will come together for candid, peer-driven discussions on the issues shaping ESOP strategy in today’s evolving financial environment. The agenda focuses on the real challenges finance leaders face every day—while exploring how those challenges play out differently within ESOP structures.
These conversations don’t happen in isolation. They happen in the context of interest rate pressure, capital constraints, regulatory scrutiny, and changing market expectations—and how those forces uniquely impact ESOP companies. We’ve designed the Summit to bring together expert-led sessions and roundtables that encourage open dialogue and practical problem-solving alongside peers who understand those dynamics firsthand.
A Timely Look at What’s Next
This year’s program focuses on what matters now—and what’s coming next for financial leaders navigating uncertainty. Attendees will engage in candid discussions on interest rates, capital constraints, regulatory scrutiny, and shifting market expectations, translating real-world challenges into actionable strategy.
Top economic influencer and media voice Kyla Scanlon will offer a forward-looking perspective on the economic outlook for the remainder of 2026 and into 2027, helping attendees interpret macro trends and their implications for capital markets and business strategy.
Leadership coach and advisor to top Hollywood actors and musicians Carla Ondrasik will explore the power of language and decision-making in self-leadership, equipping attendees with practical tools to strengthen clarity, influence, and executive presence.
Dan Utech, energy and policy expert, will lead “Abundance and Constraints: Energy Markets, AI, and Geopolitical Risks,” examining how energy dynamics, infrastructure limitations, and AI-driven demand are reshaping the economic landscape and influencing long-term competitiveness for ESOP companies.
James Bonham, President & CEO of The ESOP Association, will provide a forward-looking perspective on the 2026 midterm elections, helping attendees interpret policy direction, assess regulatory and tax risks, and plan with greater confidence in a shifting political environment.
Together, these sessions help ESOP financial leaders connect macroeconomic signals to ESOP-specific decision-making.
Nearly Full: The AI Executive Lab
One of the most anticipated parts of the Summit is filling quickly. The AI Executive Lab offers a 90-minute, interactive workshop designed specifically for CFOs and CEOs who want to understand how AI fits into real financial and operational workflows. We’ll discuss how to apply AI in ways that strengthen decision-making, improve efficiency, and respond to emerging financial pressures within the unique structure of an ESOP company. With only a few seats remaining, we encourage you to sign up.
More Than Sessions, Built for Real Connection
The Summit delivers measurable value through focused content and direct engagement with peers navigating the same financial and strategic pressures. Participants use structured time outside sessions to extend those conversations—testing decisions, refining strategy, and returning with insights they can apply immediately.
Spouses and guests join with access to dedicated programming designed for them, ensuring a productive and well-structured experience for all attendees.
Join Us
Seats are limited, and interest continues to build. This is the right content at the right time for ESOP financial leaders. We hope you’ll join us, be part of the conversation, and return with insights you can put to work immediately.
