Nuts and Bolts of Thriving ESOPs

Issues Facing Leaders in Mature ESOPs: Extended Case Study & Discussion: Part 3

Thursday, August 28, 2025

9:30 AM - 11:00 AM East Coast USA Time

Location: Salon B

CE Type: CPE@@@SHRM

Moderator(s)

Christine M. Hurt, CPA, MBA (she/her/hers)

Chief Financial Officer
Ayers Saint Gross, Inc.
Baltimore, Maryland, United States

Session Leader(s)

Alex Moss, MPPM (he/him/his)

Founding Principal
Praxis Consulting Group
Philadelphia, PA, United States

Speaker(s)

Joel Fidler (he/him/his)

President
Ayers Saint Gross
Baltimore, MD, United States

The specific topic for Part 3 is: Strategic Growth. While we are busy executing on our annual business plan, our case study firm is also imagining how to continue growing the business and building value in the current context of significant market and regulatory uncertainty while investing both in systems and organic growth, and assessing acquisitions at varying scales, balancing opportunities, risk, and how best to invest our time and cash. We will review our recent strategic process, the broad frameworks and alternatives we have considered, and how to execute strategy while not losing sight of our existing business.