This is the eighth module of the Certified Employee Ownership Advisor certificate program. At the end of this module, participants will be able to create a comprehensive implementation plan for employee ownership, incorporating strategies for investing in education and fostering a supportive organizational culture, effectively communicating the transition process to employees and stakeholders, and providing continuous support and guidance to businesses operating under employee ownership.

• Developing an employee ownership implementation plan, including investment in education and culture
• Communication of the transition process to employees and stakeholders
• Ongoing support and guidance to employee-owned businesses

Faculty

David Gray, Director Client Services, Project Equity
After several years in nonprofit leadership, David started his career as an entrepreneur by opening a fair-trade retail store with Ten Thousand Villages, in Montreal, Canada. He later opened Full Circle Thrift, a boutique second-hand store in Pasadena, CA. Most recently, David led business development for one of Habitat for Humanity’s networks of ReStores in the San Francisco region. David is passionate about addressing the unique issues of businesses in transition. He excels in developing strategic governance plans that support growth and frees up vision holders to maximize their time and energy. With training and experience in conflict mediation, David helps groups have difficult conversations that lead to creative solutions. His observation skills and interpersonal dynamics build trust, develop leadership, and cast a vision for viable new realities. When not working, he loves cooking for his family and planning unique trips to explore new places.

Continuing education

Upon successful completion of the course, participants will receive 1.0 hours of CFP Board and 1.0 hours of NASBA CPE.