ESOP News

Transforming ESOP Education: A Vision for 2026 and Beyond

James Bonham, President and CEO, The ESOP Association
Transforming ESOP Education: A Vision for 2026 and Beyond

Education has long been the cornerstone of The ESOP Association’s service. In our member surveys and conversations with ESOP leaders, one theme clearly emerges: the opportunity to learn and master the complex landscape of employee ownership is among the top reasons our corporate and professional members join and remain engaged.

Over the years, we’ve significantly enhanced how we deliver ESOP education. But now, we are on the cusp of a more transformational shift. Beginning in 2026, The ESOP Association is launching an entirely new certification framework, built around peer-reviewed content, a professionally designed curriculum, and modern research-based adult learning methodologies.

Why Change Is Overdue

For decades, ESOP education has followed a familiar model: in-person conferences, books and articles, panels of expert practitioners, and occasional webinars or roundtables. These all remain at the core of our offerings, and our chapter meetings and national conferences are industry-leading in both expertise and engagement.

Yet, we must ask ourselves: how effectively are these formats building lasting knowledge? Traditional lecture-based presentations don’t always offer feedback on retention, nor guarantee that content is up-to-date. They also do little to assess whether your employee owners are internalizing key concepts, or whether we’re reinforcing a consistent, shared vocabulary across your company.

Most crucially, from a leadership perspective: how can you know that your investment in professional development is producing real value for the organization? How can you ensure the training aligns with the latest thinking, especially in today’s age of AI, where misinformation can easily spread?

Building a Stronger, More Measurable Learning Experience

To address these gaps, we are evolving in four key directions:

1. Certifications with Real Rigor

Starting in 2026, we’re launching our ESOP certification programs. These will not be mere badges, but robust credentials. Courses and curriculums will be scaffolded—reaching various levels of expertise or commitment—and directly tied to ESOP disciplines, leveraging peer-reviewed content developed by our team in concert with experts on our advisory committees.

2. Micro-credentials for Real Progression

Our certification program will also feature stackable micro-credentials that can be combined towards full certifications if desired. Members may complete modules in sequence, building deeper mastery over time. This structure gives companies and leaders clear visibility into knowledge progression while demonstrating individual competency in ESOP roles.

3. Interactive, Engaging Learning Formats

We're moving away from passive lectures towards active learning. Through our Employee Owner Accelerator, for instance, participants engage in business simulations and real-life case studies. At conferences, we’re replacing some traditional sessions with hands-on, three-hour workshops. This shift mirrors the educational approach we've begun rolling out in our Executive Education certification in partnership with the Darden School of Business at the University of Virginia, the #1 public business school in the world. 

4. Personalized, Company-Branded Digital Learning

Members will soon have access to an online portal filled with curated ESOP educational content. Administrators can build a company-branded hub, selecting modules from our library or adding their own. We envision this portal becoming a home for onboarding, ongoing development, and ESOP immersion.

Executive-Level Programs Already Delivering

Some of this change has already begun. In partnership with UVA’s Darden School of Business, in 2025 we launched a modernized Leading in an Ownership Setting™, an executive education program grounded in the case-study method of learning pioneered at Darden. The feedback has been overwhelmingly positive.

Our first cohort of CEOs and CFOs have now graduated, and their journey is creating ripple effects: some of their lessons, challenges, and case studies are being molded into real-world teaching materials. Even more exciting, these ESOP-specific case studies will be introduced to MBA students at Darden beginning next spring. We’re not just educating ESOP leaders—we’re helping shape the next generation of business leaders.

What’s Coming in 2026

Here’s a preview of the education roadmap you can expect in the year ahead:

  • Certification Launch: Our new certification pathways will go live in early 2026. Courses will combine online modules, in-person conference-style learning, and be completed with online assessments.
  • Onboarding for New Employee-Owners: We’re rolling out a suite of onboarding units of study to help non-executive team members understand ESOP basics, governance, and their role as owners.
  • Lifelong Learning with Darden: Through our partnership, members will gain access to Darden’s Executive Education and Lifelong Learning programs—bringing that world-class MBA rigor into your ESOP world.
  • AI-Assisted Content Creation: We will be utilizing an AI tool that can help members create avatar-based, company-specific educational content—trusted, accurate, and tailored to your needs. 

Why This Matters

These changes are more than incremental. They reflect a fundamental rethinking of how ESOP education should work in today’s world. Rather than relying entirely on traditional formats, we are embracing a more agile, measurable, and scalable approach.

  • Knowledge that sticks: Our new formats reinforce learning through experience and application. In the classroom, instructors lead active sessions that focus on helping participants retain knowledge.
  • A common language: Certification ensures that individuals from different ESOP companies share a consistent foundation of knowledge—benefiting culture, governance, and alignment.
  • Demonstrable ROI: Leaders will see real evidence of employee development. Certifications, micro-credentials, and onboarding completion create measurable proof that your investments in training employee owners are working.
  • Future-proofing: As AI and technology evolve, our content will remain rigorous, accurate, and peer reviewed, protecting against misinformation and maximizing value. 

A Vision for Tomorrow’s ESOP Leaders

At its core, this initiative aligns with our mission: to empower employee-owners, executives, and professionals with the tools they need to excel. By elevating ESOP education, we are strengthening the entire ecosystem, from the newest employee-owner to the CEO, from today's companies to tomorrow’s MBA graduates.

We know this transformation won’t happen overnight. We are laying a foundation right now, and will continue building steadily through 2026 and beyond. We are entering a bold new era of ESOP education, where learning is not just shared, but demonstrated, certified, and sustained.

Thank you for being part of this journey, and we are looking forward to helping build a smarter, stronger employee ownership movement for the years ahead.