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- Membership
What Our Members Have to Say
“Membership in The ESOP Association is vital to an ESOP owned company. The advocacy and education services are invaluable and are not duplicated by any other organization.”
-David Kelly, CFO at Acadian Ambulance Service Inc.
- Events & Meetings
Featured Event
Registration Open!
With new, groundbreaking research to help strengthen your value proposition, concurrent sessions offering continuing education credits, and lots of networking/social opportunities, Washington DC is the place to be in May!
Upcoming events
- Resources
The #EO Solution
The ESOP Association and Project Equity have partnered to create state -by-state data that amplifies employee ownership as a common sense way to preserve businesses, strengthen jobs and build a more resilient post-pandemic economy.
ESOP Association Resources
Forming an ESOP - A New Video Series on Business Succession Planning
Hear from ESOP companies in multiple different industries, and their seasoned advisors, about what an ESOP is and if it’s right for you.
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- About TEA
What is an ESOP?
An ESOP is a retirement plan—but also a way of living and running a company. For insights on both technical and cultural aspects of these plans—which provide benefits to employee owners, the company, the community, and exiting owners—and links to additional resources, see our web page titled What is an ESOP?
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The ESOP Association
Events and Meetings
3:00 pm EDT Jun 24 - 25, 2024
Florida Chapter 2024 - Conference and Roundtables
Chapter: Florida Chapter
2024 Florida Conference
7:00 am CDT Jun 26, 2024
Illinois Chapter 2024 Golf Outing & Roundtables
Chapter: Illinois
2024 Illinois Chapter Golf Outing
12:30 pm EDT Jul 01, 2024
EOF UPenn CEO Leadership 2024
Chapter:
Leadership effectiveness is the critical factor in the success of an ESOP company, and this is the only program that formally addresses the relationship between ESOP companies and the effectiveness of their leaders. It examines how leadership that develops and fosters employee engagement and participation impacts the company’s bottom line. This program is focused on enhancing each participant's leadership effectiveness, and on building a network of ESOP CEO’s who can share resources and best practices to enhance the success of ESOPs across the country.
This program is for current CEOs or Presidents of ESOP companies or for their designate successors.
8:00 am CDT Jul 10, 2024
Iowa/Nebraska Chapter - 2024 Golf and Roundtables
Chapter: Iowa & Nebraska
2024 IA/NE Golf Tournament and Roundtables
10:00 am MDT Jul 11, 2024
Rocky Mountain Chapter - 2024 Let's Talk ESOPs: CEO/CFO - Colorado
Chapter: Rocky Mountain Chapter
2024 Rocky Mountain Chapter - Let's Talk ESOPs: CEO/CFO - Colorado
Centennial, CO
10:00 am CDT Jul 16, 2024
Texas/Oklahoma Chapter - 2024 Let's Talk ESOPs - Oklahoma
Chapter: Texas/Oklahoma Chapter
2024 Texas/Oklahoma Chapter Let's Talk ESOPs - Oklahoma
El Reno, Oklahoma
9:00 am CDT Jul 18, 2024
Minnesota/Dakotas Chapter 2024 Summer Roundtables
Chapter: Minnesota & Dakotas
CEO, CFO, and HR roundtables. The Minnesota/Dakotas Chapter is offering roundtable sessions in conjunction with the Annual MN/DAKS Golf Outing at Bunker Hills Golf Club, Coon Rapids, MN. This event is designed and developed for Corporate members of The ESOP Association or those looking to create an Employee Ownership program.
10:00 am CDT Jul 18, 2024
Texas/Oklahoma Chapter - 2024 Let's Talk ESOPs - Central Texas
Chapter: Texas/Oklahoma Chapter
2024 Texas/Oklahoma Chapter Let's Talk ESOPs - Central Texas
Marion, Texas
10:45 am CDT Jul 18, 2024
Minnesota/Dakotas Chapter - 2024 Golf Tournament
Chapter: Minnesota & Dakotas
2024 MN/DAKS Golf Tournament
7:30 am PDT Jul 23, 2024
ESOP Employee Accelerator - 2024 Orange County
Chapter: California/Nevada Chapter
ESOP Employee Accelerator 2024 - Orange County
Brea, CA
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