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The ESOP Association

ESOP Association Resources

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:
Chapter News, Resource
Jun. 30
List of Upcoming Events; Government Relations update; recap of National Conference in Washington, DC.
ESOPS, Employee Ownership Basics, Employee Resources, ESOPS Succession Planning
Jun. 20
An Employee Stock Ownership Plan (ESOP) is a tax-qualified retirement plan authorized and encouraged by federal tax and pension laws. Unlike most retirement plans, ESOPs:
ESOP Blog, Employee Ownership, Employee Ownership Foundation, GSS Research, ESOP Research, Rutgers University, Culture, Resource
Jun. 13
It’s no surprise that Americans disagree about a lot of things….
Just try getting consensus on a group of people’s preference for cats or dogs, pie flavors or person most likely to take the Iron Throne in Game of Thrones. Close to impossible.
ESOP Report, Legal Update, Ownership Advantage, President's Corner, Washington Report, Trustee Idemnification, Advocacy, ESOP Audits, National Conference, Resource
Jun. 01

A recap of the 2019 National Conference in Washington, DC.  

Chapter News, Resource
May. 31
Chapter ESOP Company of the Year; Chapter Employee Owner of the Year.
ESOP Blog, Resource
May. 18
On May 10, the prestigious Aspen Institute held a panel discussion on employee ownership that was attended by individuals and groups involved in policy making and thought leadership. The ESOP Association assisted in gathering potential speakers.
The event featured a visit from Rep. Erik Paulsen (R-MN), and a four-person panel representing corporate members of The ESOP Association. The panelists included:
Resource, Press Releases
May. 11
The ESOP Association celebrates a new law that will help businesses better understand and pursue options for becoming employee owned. The law—the Main Street Employee Ownership Act—seeks to make better use of existing programs offered by the Small Business Administration (SBA) to companies considering an employee owned model, such as an Employee Stock Ownership Plan (ESOP).
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, ESOP Communication Committee, Fitz-Gerald
May. 01
One ESOP bill passes in the House, another is introduced in the Senate. 
Chapter News, Resource
Dec. 31
A recap of the year’s events, including the addition of five new chapter members, a summary of chapter member visits to Capitol Hill, and a look at the chapter’s successful efforts to host the Midwest Conference.