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The ESOP Association

ESOP Association Resources

Feb. 29
February 2024 ESOP Report
Welcome to your February 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:
Feb. 22
The ESOP Association Provides Model Regulation Language for U.S. Department of Labor Rulemaking Defining Adequate Consideration
Framework Provided to Dept. of Labor, Congress, and White House as a Model for Fair, Transparent Regulation to Grow ESOPs While Safeguarding Employee Interests
Model Regulation is Work Product of Effort by Leading ESOP Experts and Vetted by Key Stakeholders Across Valuation, Legal, Finance, and Trustee Disciplines
Sep. 30
US House Committee on Small Business Holds Hearing on Empowering Employee-Owned Businesses Through Access to Capital
US House Committee on Small Business Holds Hearing on Empowering Employee-Owned Businesses Through Access to Capital.
Immediate Past Chair, Gary Shorman testifies emphasizing SBA loan access, the need for ESOP public education and the impact of the DOLs lack of guidance.
Sep. 30
ESOP Association and Employee Ownership Foundation Kick Off ESOPATHON
Month-Long Initiative Raising Resources for Foundation’s Critical Work Educating Private Business Owners with Succession Plans, Public Leaders, and other Stakeholders About Value of ESOPs
Sep. 29
September 2021 ESOP Report
Thank you for reading the September issue of The ESOP Report.
Mar. 16
National Conference Cancelled, New Advocacy Event Planned
In response to the rapidly spreading COVID-19 virus, the city of Washington, D.C., has banned gatherings in the nation’s capital of more than 250 participants. Accordingly, we are cancelling our National Conference, scheduled to take place May 20-22. While we are disappointed we will be unable to gather with the ESOP community in May, we fully appreciate and support government efforts to slow the spread of the virus and prevent our nation’s health care system from being overwhelmed.
Mar. 12
ESOP Association Postpones Events for Next Six Weeks
Today, following ongoing reports and announcements from the World Health Organization (WHO) and the Centers for Disease Control and Prevention (CDC), The ESOP Association announced it will postpone all events between March 14 and April 27.
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Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, Notifications, Strategic Planning, Stock Drop, EBSA
Aug. 01
ESOP Report August 2017
Carl Morgan, 2017 Employee Owner of the Year.