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The ESOP Association

ESOP Association Resources

May. 23
Inside this Issue:

Diamond Saw Works President & CEO Matt Sharpe Takes the Helm as the NY/NJ Chapter President
New York/New Jersey Chapter Awards
Upcoming Events
Chapter Membership Snapshot
Recap of Recent Events
2024 Chapter Officers
Executive Committee Volunteer Opportunities

Read the Full Issue >>
May. 02
Over the past few months, The ESOP Association has been conducting an expansive market research study looking into attitudes toward ESOPs and employee ownership. Our goal for this ambitious project is to help ESOPs and professional service providers gain an edge in both internal and external communications through data-driven messaging that resonates with target audiences. We are just now starting to receive and analyze the results from this first-of-its-kind study, and we will release the initial findings and key takeaways at next week’s National Conference in Washington, DC.
May. 01
Welcome to your March issue of the ESOP Report
This month we've packed the report with tons of articles and news about ESOPs that you won't want to miss!
Inside this issue:
Jul. 29
Welcome to the July issue of the ESOP Report. This month we feature a lot of information about employee engagement, growing a culture, and resources to help your ESOP.
Jul. 21
Yesterday the House of Representatives passed H.R. 8294, a package of six fiscal year 2023 federal appropriations bills. The six-bill package includes the FY 2023 Financial Services and General Government funding bill, whose related agencies like the Small Business Administration have regulatory oversight of some ESOP-related issues, and which includes provisions that will directly impact ESOPs and employee ownership in America.
Chapter News, Resource
Jan. 31
Letter from the president; annual government relations recap; chapter activities recap; featured member website; new members; list of upcoming events. 
Resource, ESOP Brief, ESOP Benefits, Succession Planning, Tax Benefits, Financing, Leveraged ESOP, Diversification
Jan. 29
A basic guide summarizing the unique benefits Employee Stock Ownership Plans offer to owners, employees, and communities. This ESOP Brief is available to the public as an informational resource.
Resource, Press Releases
Jan. 21
The results of this year's Economic Performance Survey (EPS) show that, once again, companies belonging to the ESOP Association have experienced positive corporate performance.
Just as importantly, the EPS once again shows that when companies perform well, employee owners share in the rewards. This year, new data reveal a new facet of how ESOP (employee stock ownership plan) companies distribute those rewards.
 
Employee Owners Share the Rewards
Press Releases, Resource
Jan. 21
 
ESOP Report, Legal Update, Ownership Advantage, Washington Report, Wealth Distribution, Valuation, Social Media, Plan Records, Resource
Jan. 01

A pro-ESOP bill is introduced in the Senate.