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The ESOP Association

ESOP Association Resources

Oct. 11
In 2022, TEA held its inaugural CEO Summit to help ESOP leaders grappling with major macroeconomic challenges like inflation and supply chain disruptions. TEA received such a positive response from attendees that it is now an annual event. The 2023 CEO Summit, held in Sonoma, CA in late August, was another great success, with attendance nearly doubling from last year.
Oct. 10
Remember, your TEA membership automatically enrolls you in your local chapter, giving you access to TEA’s nationwide network of 19 chapters and providing year-round educational and networking events you can attend close to home. In September, TEA’s fall Chapter and Regional conferences kicked into high gear, with six major events held across the nation.
Oct. 09
ESOPATHON is an employee ownership engagement and fundraising program for the Employee Ownership Foundation, held annually each fall through October’s Employee Ownership Month. 2023 marks the third annual ESOPATHON and each year your effort has grown – and we hope this year is the best yet!
Oct. 06
As we all know, October is Employee Ownership Month, my favorite time of year. It’s a time when ESOPs across the nation celebrate the pride, passion, and unity that we all feel as employee owners. It’s always inspiring and heartening for me to see the many different ways ESOPs engage with employee owners and their communities during EOM. Many ESOPs focus internally, with activities that celebrate their ownership culture and further educate employee owners about the unique value their ESOP provides.
Oct. 05
What will the future of work look like? And how can ESOPs and employee owners play a role in shaping that future?
At EO23 in Las Vegas, we will explore these critical questions with our Main Stage keynote speakers, whose presentations will center around our 2023 theme of "The Future of Work." Join us November 8-10 on our Main Stage at Caesars Palace as we deep dive into concepts that will change your thinking and arm you with the ideas and tools you'll need as the modern, post-pandemic workplace continues evolving in the 21st Century.
Employee Ownership Month, Employee Ownership Foundation, ESOP Association, ESOP Blog, Resource, Employee Resources
Aug. 26
Let us help you spread the word on employee ownership this October.  
Recently, we were talking to one of our members about her ESOP company’s preparations for Employee Ownership Month (EOM). She shared some of her concerns: 

She was not sure how much bandwidth her fellow employee owners would have for EOM activities, especially since many have school age children who will be home while attending classes remotely this fall.  
Aug. 03
In this month's edition of your member newsletter, read about an exciting new bill that can help promote ESOP expansion, , a new research project funded by the Employee Ownership Foundation and that is seeking ESOP companies to participate, updated plans for judging the AACE and Employee Ownership Month competitions, new networks on The HUB, final electronic disclosure regulations from the Department of Labor, and more. 
ESOP Blog, Resource
Feb. 28
In this, our final installment on common criticisms of ESOPs—and why they are wrong—we’ll look at the assertion that ESOPs are not real ownership.
According to cynics, ESOPs are “fake” ownership plans. In “real” ownership, they argue, the owners control their assets by determining such things as who runs the company, who sits on the Board of Directors, when major corporate decisions are made that might impact the future of the company, and so on.
But ESOPs are true ownership.
ESOP Blog, Resource
Feb. 14
I often hear three criticisms about ESOPs: The second criticism is that ESOPs are a waste of taxpayers’ money.
Cynics say the tax breaks provided to ESOPs are money losers because the majority of American taxpayers pay higher rates to make up for the cost of ESOP tax benefits.
But anyone who says that must not have done very well in elementary school when they learned basic math. ESOPs offer great returns on tax incentives.
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, Valuation, Beneficiary Designation
Feb. 01
The Impact of Tax Reform on ESOP C and S Corporation Business Valuations.