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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.
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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
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
8:30 am EDT Jun 13, 2024
Mid-Atlantic and Carolinas Chapter - 2024 HR Roundtable
Chapter: Mid-Atlantic & Carolinas
2024 Mid-Atlantic & Carolina Chapter HR Roundtable
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.
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
10:00 am CDT Jul 18, 2024
Texas/Oklahoma Chapter - 2024 Let's Talk ESOPs - Central Texas
Chapter: Texas/Oklahoma Chapter
2024 Texas/Oklahoma Chapter Let's Talk ESOPs - Central Texas
Marion, Texas
10:00 am CDT Aug 14, 2024
Texas/Oklahoma Chapter - 2024 Let's Talk ESOPs - Houston
Chapter: Texas/Oklahoma Chapter
2024 Texas/Oklahoma Chapter Let's Talk ESOPs - Houston
Houston, Texas
2:00 pm CDT Aug 28 - 29, 2024
Texas/Oklahoma Chapter - 2024 Fall Conference
Chapter: Texas/Oklahoma Chapter
2024 Texas/Oklahoma Fall Conference
Grapevine, TX
1:00 pm EDT Sep 25 - 26, 2024
Mid-Atlantic & Carolinas Chapter - 2024 Fall Conference
Chapter: Mid-Atlantic & Carolinas
2024 Mid-Atlantic & Carolinas Fall Conference