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The ESOP Association

ESOP Association Resources

May. 23
Inside this Issue:

Diamond Saw Works President & CEO Matt Sharpe Takes the Helm as the NY/NJ Chapter President
New York/New Jersey Chapter Awards
Upcoming Events
Chapter Membership Snapshot
Recap of Recent Events
2024 Chapter Officers
Executive Committee Volunteer Opportunities

Read the Full Issue >>
May. 02
Over the past few months, The ESOP Association has been conducting an expansive market research study looking into attitudes toward ESOPs and employee ownership. Our goal for this ambitious project is to help ESOPs and professional service providers gain an edge in both internal and external communications through data-driven messaging that resonates with target audiences. We are just now starting to receive and analyze the results from this first-of-its-kind study, and we will release the initial findings and key takeaways at next week’s National Conference in Washington, DC.
May. 01
Welcome to your March 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:
Jul. 29
Welcome to the July issue of the ESOP Report. This month we feature a lot of information about employee engagement, growing a culture, and resources to help your ESOP.
Jul. 21
Yesterday the House of Representatives passed H.R. 8294, a package of six fiscal year 2023 federal appropriations bills. The six-bill package includes the FY 2023 Financial Services and General Government funding bill, whose related agencies like the Small Business Administration have regulatory oversight of some ESOP-related issues, and which includes provisions that will directly impact ESOPs and employee ownership in America.
Mar. 24
Important changes—bringing you incredible opportunities to get engaged in public policy and advocacy—are taking place at your ESOP Association. Updates to TEA's governance coupled with a suite of new advocacy programs offer a path for members of all experience levels to get involved in ESOP advocacy. Get all the details in multiple articles in this month's ESOP Report. 
Plus, you can get the latest details on the National Conference, which is now open for registration; learn about TEA's new Group Captive Workers' Comp Insurance Plan; read about a new Issue Brief on control premiums in ESOP valuations; and more!
Mar. 22
Marty Walsh, the two-term mayor of Boston, was confirmed as the Labor secretary by the Senate in a 68-29 vote on Monday, March 22, 2021.
Please see the ESOP Association's Official Statement for more on this news.
 
Mar. 22
Secretary Provides Responses to ESOP Questions During Confirmation Process
Mar. 11
What value does control bring in an ESOP transaction or annual valuation? This brief offers discussion and analysis on this important topic.
This brief was updated in March 2021.
Mar. 09
Julie Su, current head of California’s Labor and Workforce Development Agency has been tapped by the Biden administration to be Deputy Labor Secretary under Labor Secretary Nominee Marty Walsh.