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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!
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
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
9:00 am EDT Oct 07 - 09, 2024
Great Lakes Regional Conference - 2024 (OH/KY, IN, MI Chapters)
Chapter: Ohio & Kentucky, Indiana, Michigan
This collaborative regional chapter event is hosted by the Indiana, Michigan, and Ohio/Kentucky 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.
5:00 pm CDT Oct 15 - 16, 2024
Southeast Chapter 2024 - Fall Conference and Roundtables
Chapter: Southeast Chapter
2024 Southeast Fall Conference- Huntsville, AL
7:15 am HST Oct 16, 2024
Hawaii Chapter - 2024 Annual Conference
Chapter: Hawaii
Hawaii Chapter 2024 Annual Conference
9:00 am EDT Oct 06 - 08, 2025
Great Lakes Regional Conference - 2025 (OH/KY, IN, MI Chapters)
Chapter: Ohio & Kentucky, Indiana, Michigan
This collaborative regional chapter event is hosted by the Indiana, Michigan, and Ohio/Kentucky 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.