The ESOP Association
ESOP Association Resources
Jul. 28
Historic commercial roofing leader launches ESOP, empowering employees and securing a legacy of 'Always Good Work'
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Jul. 28
A plaintiff-side law firm recently filed seven class action lawsuits challenging the way in which ESOP fiduciaries invest employer contributions held in what is commonly called an ESOP’s other investment account (“OIA”). More specifically, the plaintiffs in these lawsuits argue that, because the repurchase obligation is solely a sponsor liability, a prudent and loyal fiduciary investing employer contributions would not act to preserve employer contributions for future distributions but would instead “put it all on red.”
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Jul. 28
In July, The ESOP Association’s summer interns got to experience a day in the life of an ESOP with a trip to Mid South Building Supply in Springfield, Maryland. The trip made a real impression on Anna and Zoe, and they learned so much during their time with Mid South that we asked them to share their thoughts with our membership. Thanks to Steve Earle, Mid South Vice President and TEA’s Vice Chair, and all the wonderful employee owners at Mid South Building Supply for making it such a great day! We’ll let Anna and Zoe take it from here:
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Jul. 28
As Employee Ownership Month approaches in October, The ESOP Association is setting the stage for an impactful Employee Ownership Month (EOM) celebration with the return of its popular Virtual Miniseries. This member-exclusive, four-part event kicks off on August 5 and is packed full of fresh ideas, proven strategies, and peer-driven inspiration.
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Jul. 28
As a corporate member of The ESOP Association, one of the smartest ways to maximize your membership is by engaging with your local TEA chapter. With 19 active chapters nationwide, you have access to year-round programming that’s designed to grow your team’s ESOP knowledge and help deepen your company’s commitment to employee ownership. No matter where you are in the country, a chapter event is available to you as part of your membership.
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Jul. 28
In June, more than 120 ESOP CFOs and their guests gathered in Park City, Utah, for The ESOP Association’s first-ever CFO Summit. This groundbreaking experience brought together ESOP finance leaders from across the country for focused discussions, expert-led panels, and valuable networking opportunities, all designed to tackle the unique challenges faced by CFOs in the current economic climate.
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Jul. 28
There’s still time to secure your spot at Employee Owned 2025, the largest and most dynamic gathering of employee owners, ESOP companies, and professional ESOP service providers in the world. The reimagined EO25 takes place November 2–5, 2025, at a new location, the renowned Aria Resort & Casino in Las Vegas.
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Jul. 25
Join your peers in Jackson Hole for an Unmatched CEO experience.With tariffs (and threats of tariffs), an uncertain tax outlook, and volatile economic forecasts driving national news, the CEO Summit is the only event for Presidents and CEOs to learn more about and address these challenges, and many more.It is a rare opportunity to gain valuable insights, hear comprehensive perspectives, and exchange best practices with fellow CEOs who are tackling similar issues.
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Jul. 25
Pro-ESOP legislation is gaining momentum in state legislatures across the country, thanks in part to the hard work of The ESOP Association’s chapter leaders and grassroots advocates across the country. In Oregon, legislation to provide contracting preferences to ESOP companies was signed into law, while pro-ESOP legislation in Wisconsin passed the state Assembly by a unanimous vote.
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Jul. 25
The ESOP Association has been working diligently for years to build and strengthen relationships with the Senators, Representatives, key committees, and staff who have jurisdiction over our issues in Congress and Congressional agencies.
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