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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
3:00 pm CDT Jun 13 - 14, 2024
Wisconsin Chapter Summer Conference - 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 conference 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
4:00 pm CDT Jun 27, 2024
Minnesota/Dakotas Chapter Women in ESOPs Lawn Bowling Event
Chapter: Minnesota & Dakotas
2024 MN/DAKS Women in ESOPs Lawn Bowling and Happy Hour
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.
9:00 am CDT Jul 18, 2024
Minnesota/Dakotas Chapter 2024 Summer Roundtables
Chapter: Minnesota & Dakotas
CEO, CFO, and HR roundtables. The Minnesota/Dakotas Chapter is offering roundtable sessions in conjunction with the Annual MN/DAKS Golf Outing at Bunker Hills Golf Club, Coon Rapids, MN. This event is designed and developed for Corporate members of The ESOP Association or those looking to create an Employee Ownership program.
10:45 am CDT Jul 18, 2024
Minnesota/Dakotas Chapter - 2024 Golf Tournament
Chapter: Minnesota & Dakotas
2024 MN/DAKS Golf Tournament
4:00 pm CDT Aug 01, 2024
Wisconsin Local Social 2024 - Appleton
Chapter: Wisconsin
9:00 am CDT Aug 19, 2024
Wisconsin Chapter Golf Outing & Vortex Tour
Chapter: Wisconsin
2024 Wisconsin Chapter Golf Outing
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