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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
12:00 pm HST Apr 30, 2024
Hawaii Chapter - 2024 Spring Lunch & Learn
Chapter: Hawaii
Hawaii Chapter 2024 Spring Lunch & Learn
The Pacific Club
10:00 am CDT Jun 04, 2024
Texas/Oklahoma Chapter - 2024 Let's Talk ESOPs - Dallas
Chapter: Texas/Oklahoma Chapter
2024 Texas/Oklahoma Chapter Let's Talk ESOPs - Dallas
Dallas, Texas
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.
8:30 am CDT Jun 14, 2024
Wisconsin Chapter Summer Meeting - 2024
Chapter: Wisconsin
Wisconsin Chapter Summer Meeting - 2024
8:30 am CDT Jun 18, 2024
Minnesota/Dakotas Chapter - 2024 Board of Directors Conference
Chapter: Minnesota & Dakotas
This workshop format is intended for the entire board of ESOP companies to attend to learn, discuss and work through BIG ESOP questions while having access to experts and/or professional service members in the room.
7:30 am CDT Jun 20, 2024
Minnesota/Dakotas Chapter 2024 Fargo Conference and Roundtables
Chapter: Minnesota & Dakotas
2024 MN/DAKS Fargo Conference and Roundtables
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
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 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
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