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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
Chapter Events and Meetings
10:00 am EDT Jun 06 - 07, 2024
New England Chapter CFO Conference 2024
Chapter: New England
The CFO Conference is a peer to peer learning experience for CFO’s of ESOP companies. The following agenda may be modified by the attendees during the course of the event.
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
2:00 pm CDT Sep 18 - 20, 2024
2024 Midwest Chapter Regional Conference
Chapter: Heart of America, Illinois, Iowa & Nebraska, Minnesota & Dakotas, Wisconsin
This collaborative regional chapter event is hosted by the Heart of America, Illinois, Iowa/Nebraska, Minnesota/Dakotas, and Wisconsin Chapters of The ESOP Association. We are creating an exciting agenda that will allow you to walk away a bit more enlightened and have a significant amount of information to share with your fellow ESOP members.
8:00 am PDT Sep 25, 2024
California/Nevada Chapter 2024 Golf Outing
Chapter: California/Nevada Chapter
California/Nevada Chapter 2024 Golf Outing
Coyote Hills Golf Course
Fullerton, CA
3:00 pm PDT Sep 25 - 27, 2024
California/Nevada Chapter - 2024 Annual Conference
Chapter: California/Nevada Chapter
California/Nevada Chapter 2024 Annual Conference
Anaheim, CA
12:00 pm EDT Oct 15 - 16, 2024
New England Fall Conference 2024
Chapter: New England
New England Spring Conference 2024
The New England Chapter of The ESOP Association is please to announce a Fall in-person event to engage Chapter members with an educational and networking opportunity. This 2-day conference will provide great educational content and plenty of time to network with your peers! Four tracks, 20 Sessions, and time for Networking!