Maximize Your Impact at NCEO Forum 2026
NCEO Forum 2026, taking place August 26 at the Sheraton Phoenix Downtown in Phoenix, Arizona, is one of the leading events focused on employee ownership, ESOPs, and succession strategies for mid-sized businesses. The forum attracts decision-makers including CEOs, CFOs, legal and financial advisors, and key HR leaders who shape ownership transitions and drive long-term planning across diverse industries.
This event is highly relevant for companies exploring employee stock ownership and service providers specializing in financial consulting, retirement planning, legal structuring, and compliance. Attendees are typically senior-level stakeholders with the authority to review and select advisory partners or tools that impact company structure, valuation, and employee benefit design. Engaging early with attendees allows your team to position your offering amid active planning cycles and influence strategic decisions before they are finalized.
With access to the enriched NCEO Forum 2026 attendee list, you can identify which executives will attend, understand their industries, and prioritize leads aligned with ownership change, financial restructuring, or succession strategy. Early outreach gives your team a better chance to secure face-to-face conversations with high-intent prospects evaluating new partnerships ahead of the event.
How Sales, Marketing and Revops Teams Can Use This Attendee List
The enriched NCEO Forum 2026 attendee list is particularly valuable for sales and marketing teams working in financial services, legal advisory, benefit consulting, or succession planning. The attendee data helps identify senior decision-makers from companies considering shifts to employee ownership or finalizing new advisor relationships.
By segmenting contacts based on leadership roles, company type, and geographic market, teams can prioritize outreach to the most relevant segments. Marketing teams can tailor messaging to reflect the strategic themes business owners care about—such as long-term tax efficiencies, employee retention, and generational succession. Sales professionals can use the enriched conference attendee list to initiate conversations with those who have real budget authority, increasing the chances of pre-booked meetings and reducing long follow-up cycles post-event.
The data supports strategic actions including how to get more meetings with ownership stakeholders, personalizing outreach based on each attendee’s background, building context for on-site discussions, and following up with insight-led proposals that connect to key ESOP or restructuring goals.
Timing Is Everything
NCEO Forum 2026 is scheduled for August 26, 2026. Given that business succession and ownership planning are year-round considerations, outreach in the months leading up to the event creates valuable momentum.
With access to Vendelux’s enriched attendee data well ahead of the conference, your team can align messaging with the specific needs of expected attendees. Engaging early is particularly important since advisory relationships formed at this event can span years and carry high trust and financial implications. Prioritize outreach now to optimize your chances of setting high-value meetings with budget holders and key influencers well before they arrive in Phoenix.
What’s Included in the NCEO Forum 2026 Attendee List?
Vendelux provides visibility into executives expected to attend NCEO Forum 2026 through a combination of organizer-provided participant data and predictive insights based on historical attendance and intent signals. Clients can upload a list of target companies to filter the enriched attendee list for the most strategic matches. The attendee list includes first and last name, job title, company name, company website, location (city, state, country), LinkedIn profile URL, verified business email address, and direct phone number when available.
Where Is NCEO Forum 2026?
The event will be held at the Sheraton Phoenix Downtown in Phoenix, Arizona, United States.
When Is NCEO Forum 2026?
NCEO Forum 2026 is scheduled for August 26, 2026.
What Type of Event Is NCEO Forum 2026?
NCEO Forum 2026 is a one-day business event focused on employee ownership, ESOP structuring, and strategic business succession. The forum includes panels, roundtable discussions, and networking sessions designed for senior leaders, ownership teams, and specialized service providers. The event emphasizes practical strategies, partner discovery, and decision-making readiness.
How Many People Attend NCEO Forum 2026?
NCEO Forum 2026 is expected to draw 300 to 400 attendees primarily from the United States. The audience consists of C-level executives, senior financial managers, legal advisors, and business owners evaluating or managing employee ownership initiatives. The forum emphasizes high-level engagement over volume, with most attendees directly involved in company ownership decisions.
