The ESOP Association

ESOP Association Resources

Jul. 31
Welcome to your July Issue of the ESOP Report. This month we've packed the report with tons of articles and news about ESOPs that you won't want to miss!

Inside this issue:
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Jul. 27
Tenth Circuit Addresses Validity of Individual Arbitration Provision Barring Plan-wide Relief in ESOP Transaction Case

The U.S. Court of Appeals for the Tenth Circuit recently affirmed the denial of a motion to compel arbitration in a putative class action lawsuit involving stock overvaluation. The case, Harrison v. Envision Management Holding, Inc. Board of Directors (No. 22-1098, Feb.
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Jul. 25
Summer may be here, but there’s no vacation for TEA’s Chapter teams! We’re continuing to be all about education, as hundreds of TEA members participated in 18 Chapter events held throughout the nation in the month of June. And it’s going to be a busy summer, with ten more TEA Chapter events being offered in July and August. We’ve got Roundtables, ESOPortunity events, multi-track meetings, and golf outings planned, so please be sure to check the latest calendar and join an event near you!
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Jul. 20
One of the best ways to build a relationship with and help educate your Member of Congress on ESOP issues is to invite them to visit your company.
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Jul. 18
Mid-summer brings with it a regular cadence for most businesses and employees.  For families, school is out, summer programs have begun, and vacations are on the calendar. For many businesses, summertime brings seasonal accelerations as well.  Construction of all types is well under way to hit deadlines while the sun is shining. Hospitality and entertainment are in full swing, as more Americans are out and about in the nice weather.
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Jul. 12
NEW Advocacy and Employee Ownership Month (EOM) Resources Exclusively for TEA Members

Join us this summer for two exciting webinar series to help educate our members and promote employee ownership!

Advocacy Webinar Series

A key driver of effective advocacy is a well-thought-out agenda. Over the past year, The ESOP Association’s Public Policy Council (PPC) has been engaged in an organization-wide effort to identify and offer solutions for our most critical legislative and regulatory issues.
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Jul. 05
Join Your Fellow ESOP Leaders August 20-22 in Sonoma for TEA’s CEO Summit

If you’re an ESOP CEO or President, you will not want to miss TEA’s second annual CEO Summit! 

The only event of its kind, the CEO Summit brings together the most senior executives of ESOP companies to help you build a network of your peers and address the most timely and big picture topics facing businesses today. 

Here’s how last year’s attendees described the CEO Summit:
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ESOP Report, Legal Update, Ownership Advantage, President's Corner, Kristie Marks, Washington Report, Employee Owned, Resource
Jul. 01

News about Employee Owned 2019, the Conference and Trade Show for ESOPs.  
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Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report
May. 01
Large, high-energy crowd shares the love for ESOPs at the 2017 Annual Conference.
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