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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!
This gathering of ESOP Presidents and CEOs offers a one-of-a-kind platform for peer learning, allowing participants to glean valuable strategies from others grappling with similar challenges.
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
Events and Meetings
2:00 pm EDT May 23, 2024
ESOP Association Business Solutions (Healthcare Captive and Pharmacy Benefits)
Chapter:
May 23, 2024
2:00 p.m. - 3:00 p.m.
Taking Ownership of Your Healthcare Spend: Healthcare Funding Arrangement & Program Control
Healthcare costs are continuing to rise. As an ESOP, that impacts your financial sustainability and ESOP performance, as well as the culture created with your employee owners.
Learn how to maximize the value of your benefit plan with creative solutions designed with employee owners in mind. We will be taking a deeper look at the different plan design options: fully funded, HRAs, level funded, healthcare captives, and self-insurance - as well as pharmacy benefits, a rising cost for the majority of plan sponsors.
Speakers
Jennifer Edwards, VP, Member Services, The ESOP Association
Ian Lonsdale, Vice President, Employee Benefits, Fred C. Church
Danielle Green, ESOP Business Development Manager, ProAct
7:00 am CDT Jun 26, 2024
Illinois Chapter 2024 Golf Outing & Roundtables
Chapter: Illinois
2024 Illinois Chapter Golf Outing
12:30 pm EDT Jul 01, 2024
EOF UPenn CEO Leadership 2024
Chapter:
Leadership effectiveness is the critical factor in the success of an ESOP company, and this is the only program that formally addresses the relationship between ESOP companies and the effectiveness of their leaders. It examines how leadership that develops and fosters employee engagement and participation impacts the company’s bottom line. This program is focused on enhancing each participant's leadership effectiveness, and on building a network of ESOP CEO’s who can share resources and best practices to enhance the success of ESOPs across the country.
This program is for current CEOs or Presidents of ESOP companies or for their designate successors.
11:00 am MDT Jul 11, 2024
Rocky Mountain Chapter - 2024 Let's Talk ESOPs: CEO/CFO Edition - Colorado
Chapter: Rocky Mountain Chapter
2024 Rocky Mountain Chapter - Let's Talk ESOPs: CEO/CFO - Colorado
Centennial, CO
7:30 am MDT Jul 25, 2024
ESOP Employee Accelerator - 2024 Colorado
Chapter: Rocky Mountain Chapter
ESOP Employee Accelerator 2024 - Colorado
Lakewood, CO
10:00 am MST Aug 08, 2024
Rocky Mountain Chapter - 2024 Let's Talk ESOPs - Arizona
Chapter: Rocky Mountain Chapter
2024 Rocky Mountain Chapter - Let's Talk ESOPs - Arizona
Tucson, AZ
2:00 pm MDT Sep 12 - 13, 2024
Rocky Mountain Chapter - 2024 Fall Conference
Chapter: Rocky Mountain Chapter
2024 Rocky Mountain Chapter Fall Conference
Albuquerque, NM
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.