Leadership Program for ESOP CEOs and Presidents

CEOs, presidents, and their designated successors at ESOP companies are invited to apply to this unique program. Our goals are to enhance ESOP company leadership as a core component of ESOP company success; to provide ESOP leaders with an environment where they can share their successes and challenges with other ESOP company leaders; and to build a wide network of ESOP leaders who can continue to be a resource to one another long after the formal program ends. 

Our agenda includes two intensive, week-long on-campus sessions July 13-18, 2025 and December 7-11, 2025, and structured visits to participants’ companies in between. The on-site component, and the small size of each cohort, is essential to its effectiveness: each program participant teaches their peers what challenges their respective companies are facing and what practices drive their success. This on-site learning reflects that we learn by doing, and we teach one another. 

We draw our faculty from various schools and departments at Penn as well as leading universities and firms throughout the country. The core faculty also have deep roots in employee ownership, with connections that extend back to the late 1970s, and they have well-established commitments to advancing the theory and practice of employee ownership in the United States and abroad. 

Our 2025 cohort is full. If you are interested in joining the waitlist for 2025, or for applying to our 2026 offering, please complete this interest form.


Eligibility and Fees

Fees
Tuition is $16,457. Your program participation is reserved when your payment is received in full. You may cancel before May 1, 2025, and receive back your payment minus a $1,500 cancelation fee and any costs already incurred. From May 1 to June 7, 2025, you may cancel and receive a refund minus a $4,500 cancelation fee and any costs already incurred. We cannot accept cancelations on or after June 8, 2025.
Eligibility
Participants must be the CEO or president of a company that has an ESOP in place or the designated future CEO or president. If you would like to join us, please complete the interest form here to set up a meeting with Dr. Virginia Vanderslice. To maintain the quality of instruction and peer networking, we will limit participation to 20. The 2025 program is approaching capacity, at which point we will begin adding prospective participants to a waiting list.

While continually evolving to reflect the best knowledge and experience regarding leadership of employee-owned companies, our agenda invites practice around the following principles:  

Leadership

Leadership matters. Leadership—like ownership—must be distributed widely throughout the enterprise, but the unique role of the CEO as the leader of the employee-owned firm cannot be minimized and needs to be supported. We are deeply focused on leadership development and network-building for current and incoming CEOs and presidents of employee-owned companies. 

Program

The program is distinguished by a combination of extraordinary participant interactions, provocative presentations, and thoughtful feedback. Participants discuss what matters to them. A special atmosphere is created where robust discussions promote meaningful relationships among participants that serve an ongoing resource—personally and professionally—for participants long after the university’s formal program ends. 

Faculty

Faculty with deep knowledge of and experience with employee-owned companies is essential for a world-class educational program if it is to be useful and transformative for ESOP leaders and their companies. Equally important are faculty who can facilitate the kinds of discussions that enable CEOs to share who they are and what they know with their peers throughout the country. Program founders Andrew Lamas, JD and Dr. Virginia Vanderslice, both of whom have organized, collaborated on, and taught in this program since 2003, and who have been teaching at Penn since 1990, will co-lead again in 2025.   

Learning

Leaders drawn to this are special because they are undaunted by the challenge of self-reflection. They believe that searching deeply within themselves for foundational values is key to the external expression of the many dimensions of leadership. They believe that lifelong learning—and teaching one another—is essential for personal growth and for the success of the employee-owned enterprises that they lead. 


Session 1 Sample Schedule: July 2025

July 13 ,2025
Sunday

Campus Tour
Orientation
Dinner
Group Activity

July 14, 2025
Monday

Emerging Topics Discussion/ Breakfast, Leadership Sessions (1), Lunch, Leadership Session (2), Leadership Session (3), Leadership Session (4) Intro to Assessment Reports

July 15, 2025
Tuesday

Emerging Topics Discussion/ Breakfast, Academic Lecture (1), Lunch, Academic Lecture (2), Academic Lecture (3), Meet the Coaches, Individual Coaching Group Session

July 16, 2025
Wednesday

Emerging Topics Discussion/ Breakfast, Leadership Session (1), Lunch, Leadership Session (2)

July 17, 2025
Thursday

Emerging Topics Discussion/ Breakfast, Academic Lecture, Group Activity, Lunch, Leadership Session, Group Dinner

July 18, 2025
Friday

Emerging Topics Discussion/ Breakfast, Leadership Session (1), Lunch, Leadership Session (2), Closure for Session 1

Session 2 Sample Schedule: December 2025

December 7, 2025
Sunday

Reconnecting, Dinner, Company Visit Debrief

December 8, 2025
Monday

Emerging Topics Discussion/ Breakfast, Leadership Session (1), Lunch, Leadership Session (2),

December 9, 2025
Tuesday

Emerging Topics Discussion/ Breakfast, Leadership Session (1), Lunch, Leadership Session (2), Leadership Session (3)

December 10, 2025
Wednesday

Emerging Topics Discussion/ Breakfast, Leadership Session (1), Leadership Session (2), Lunch, Leadership Session (3), Leadership Session (4), Graduation Dinner

December 11, 2025
Thursday

Emerging Topics Discussion/ Breakfast, Peer-to Peer Learning, Working Lunch, Leadership Session, Program Farewell



Coordination with Other Organizations 

This program aims to coordinate with the valuable work being done by many organizations, including the ESOP Association, the Employee Ownership Foundation, Employee-Owned S Corporations of America, the Aspen Institute, Kent State University’s Ohio Employee Ownership Center, the University of California-San Diego’s Beyster Institute, the Employee Ownership Expansion Network, and more.  

The Center for Social Impact Strategy is engaging with The National Center for Employee Ownership (NCEO) to help share information about the 2025 program, collect tuition payments, and provide additional professional development opportunities and resources for participants. 

Rutgers University, through its Institute for the Study of Employee Ownership and Profit Sharing, will support faculty speakers. Melissa Hoover at Rutgers says, “The leadership program at Penn is a critical piece of field infrastructure. As the University Consortium on Employee Share Ownership takes shape, we look forward to continuing our collaboration with Penn and offering faculty speakers to the program.”  

Matt Helmer of the Aspen Institute writes, “The Aspen Institute Economic Opportunities Program is excited to see this important collaboration between Penn and NCEO that equips leaders with the unique skills and capacities needed to help employee-owned companies succeed. The Penn ESOP Leadership Program for CEOs exemplifies a powerful approach that aligns with the Economic Opportunities Program’s commitment to leadership development through experiential learning and peer-based exchange and supports our shared vision for building a fairer economy through employee ownership.” 

Chris Cooper of the Ohio Employee Ownership Center at Kent State University writes, “For many years, the Penn Program has been the gold standard for leadership development for employee-owned companies. There have been a number of Ohio companies that we’ve referred to the program, and those that have attended have always spoken well of the experience. I also know many of the faculty personally (and closely) and can attest to their thoughtful and detailed approach to helping leaders from EO companies meet their challenges. We’re excited to see this new level of collaboration from the broader EO community for the program and look forward to being a part of it.” 

Kim Blaugher of the Beyster Institute at the UCSD Rady School of Management writes, “Leadership is the key ingredient to a successful ESOP company. The Penn Program is the premier opportunity to refine and expand the knowledge required to be a successful ESOP leader. We look forward to collaborating with Penn, Rutgers, Kent State, and other academic institutions to provide leading ESOP and employee ownership academic course offerings.” 


Interest Form 

If you are a current or incoming ESOP President or CEO, complete this form to express your interest to be on the waitlist for this year or for next year

Interest Form
Interest Form