The ESOP Association
ESOP Association Resources
Jul. 27
Tenth Circuit Addresses Validity of Individual Arbitration Provision Barring Plan-wide Relief in ESOP Transaction Case
Jul. 25
Summer may be here, but there’s no vacation for TEA’s Chapter teams! We’re continuing to be all about education, as hundreds of TEA members participated in 18 Chapter events held throughout the nation in the month of June. And it’s going to be a busy summer, with ten more TEA Chapter events being offered in July and August. We’ve got Roundtables, ESOPortunity events, multi-track meetings, and golf outings planned, so please be sure to check the latest calendar and join an event near you!
Jul. 20
One of the best ways to build a relationship with and help educate your Member of Congress on ESOP issues is to invite them to visit your company. And as nearly all Members are working from their home districts throughout the month of August, now is the time to schedule those visits.
Jul. 18
Mid-summer brings with it a regular cadence for most businesses and employees. For families, school is out, summer programs have begun, and vacations are on the calendar. For many businesses, summertime brings seasonal accelerations as well. Construction of all types is well under way to hit deadlines while the sun is shining. Hospitality and entertainment are in full swing, as more Americans are out and about in the nice weather.
Jul. 12
NEW Advocacy and Employee Ownership Month (EOM) Resources Exclusively for TEA Members
Join us this summer for two exciting webinar series to help educate our members and promote employee ownership!
Advocacy Webinar Series
Join us this summer for two exciting webinar series to help educate our members and promote employee ownership!
Advocacy Webinar Series
Jul. 05
Join Your Fellow ESOP Leaders August 20-22 in Sonoma for TEA’s CEO Summit
If you’re an ESOP CEO or President, you will not want to miss TEA’s second annual CEO Summit!
The only event of its kind, the CEO Summit brings together the most senior executives of ESOP companies to help you build a network of your peers and address the most timely and big picture topics facing businesses today.
Here’s how last year’s attendees described the CEO Summit:
If you’re an ESOP CEO or President, you will not want to miss TEA’s second annual CEO Summit!
The only event of its kind, the CEO Summit brings together the most senior executives of ESOP companies to help you build a network of your peers and address the most timely and big picture topics facing businesses today.
Here’s how last year’s attendees described the CEO Summit:
Jun. 21
Today, Project Equity and The ESOP Association (TEA) announced a new partnership designed to amplify employee ownership as a way to preserve businesses, strengthen jobs and build a more resilient post-pandemic economy. This partnership will use new, nationwide state-by-state data to demonstrate for lawmakers the impact of ESOPs (Employee Stock Ownership Plans) and worker cooperatives, particularly in relation to the massive generational shift in business ownership facing the nation, known as the “Silver Tsunami.” Project Equity used its data analysis to create 50 state-specific infographics which will be released as part of The ESOP Association’s 47th National Conference in Washington, DC this week. TEA has scheduled more than 220 individual meetings with Members of Congress and their staff to share the data as well as other legislative and regulatory priorities for the employee ownership community.
Jun. 03
A Look at Funding Via Pension Plans and Some Insights on Which Situations Might Best Fit this Approach
May. 26
The ESOP Association has mobilized its advocacy teams to provide support for legislation that helps fund critically needed education and state centers for employee ownership. The amendment, sponsored by Kansas Senator Jerry Moran (R) and Vermont Senator Bernie Sanders (I) provides $50 million in spending authority over the next four years.
May. 19
The ESOP Association encourages Congress to strengthen The Endless Frontier Act (S. 1260) by supplementing it with the bipartisan Sanders/Moran WORK Act Amendment, which provides critical resources to educate business owners about the benefits of employee ownership and the economic and competitive stability that flows from it. Business longevity and succession planning for the millions of current American businesses facing the retirement of their owners is an essential element to any long-term American competitive strategy.