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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
The ESOP Association's Professionals' Forum is the only event of its kind: a meeting designed exclusively for high-level professionals who provide technical, financial, and legal assistance to ESOP companies.
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
Employee Ownership is a powerful succession option and a valuable tool for job retention, employee motivation, and productivity. In our new series you will 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
12:30 pm CST Feb 08 - 10, 2023
The Professionals' Forum 2023
11:30 am HST Feb 21, 2023
Hawaii Chapter - 2023 Winter Membership Meeting
Chapter: Hawaii
Hawaii Chapter 2023 Winter Meeting
7:00 am HST Feb 22, 2023
ESOP Employee Accelerator
Chapter: Hawaii
Employee-Owner Accelerator 2023 - Hawaii
8:30 am CST Feb 22, 2023
Minnesota/Dakotas Chapter - 2023 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. Topics include Repurchase Obligation, D&O, Fiduciary & Cyber Insurance Importance, Culture & Employee Engagement, and Mergers & Acquisitions.
7:30 am CST Feb 23, 2023
Minnesota/Dakotas Chapter - 2023 Winter Conference and Roundtables
Chapter: Minnesota & Dakotas
2023 MN/DAKS Winter Conference
8:30 am EST Feb 23, 2023
2023 Mid-Atlantic Winter Breakfast Meeting
Chapter: Mid-Atlantic
2023 Mid-Atlantic Winter Breakfast Meeting
2:00 pm CST Feb 28 - Mar 01, 2023
Iowa/Nebraska Chapter - 2023 Winter Conference and Roundtables
Chapter: Iowa & Nebraska
2023 IA/NE Winter Conference and Roundtables
6:00 pm CST Feb 28 - Mar 01, 2023
Illinois Chapter 2023 Spring Conference
Chapter: Illinois
2023 Illinois Chapter Spring Conference
1:00 pm EST Mar 02 - 03, 2023
New York/New Jersey Chapter Spring Conference 2023
Chapter: New York & New Jersey
NY/NJ Chapter - 2023 Spring Conference
8:00 am EST Mar 08, 2023
Indiana Chapter - 2023 Spring Conference
Chapter: Indiana
2023 Indiana Chapter Spring Conference
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