The ESOP Association
ESOP Association Resources
Mar. 20
Photo: KMI International founder and CEO John Manning (right) with John Burgess
Mar. 14
Among an ESOP trustee’s most important responsibilities is setting the annual share price for company stock held by the ESOP. This price is used to facilitate transactions involving the ESOP or plan participants, and gives all participants the “current” value for what is one of their key retirement accounts. Because the ESOP trustee typically relies on an independent valuation prepared by an ESOP valuation professional or firm to determine the annual price, selecting the right professional and giving a complete review of the valuation is of the utmost importance.
Mar. 11
Inside this Issue:
Meet the New OH/KY Chapter President
Great Lakes Conference Recap
Legislation Update
Meet Your OH/KY Chapter Officers
New Member Spotlight
Thank Our Sponsors
Read the Newsletter >>
Meet the New OH/KY Chapter President
Great Lakes Conference Recap
Legislation Update
Meet Your OH/KY Chapter Officers
New Member Spotlight
Thank Our Sponsors
Read the Newsletter >>
Mar. 07
All ESOP Association members are eligible to apply to join any of the Association’s six Professional Advisory Committees. The Advisory Committees' mission is to help identify emerging issues, discuss best practices, and formulate the educational content for the hundreds of educational conference sessions held throughout the nation each year.
Mar. 05
The ESOP Association’s Newest Initiative Aims to Synthesize Compelling ESOP Messages Across Industry, Demographic Sectors, and Audiences
I have often said that as a community we are really good at talking about employee ownership to one another, but really bad in how we communicate to everyone else. The ESOP Association and The Employee Ownership Foundation have joined forces to try to do something about that, and provide meaningful, data-driven research to help you in your marketing and communications, too.
I have often said that as a community we are really good at talking about employee ownership to one another, but really bad in how we communicate to everyone else. The ESOP Association and The Employee Ownership Foundation have joined forces to try to do something about that, and provide meaningful, data-driven research to help you in your marketing and communications, too.
Chapter News, Resource
Sep. 30
Government Relations update; list of Upcoming Events; welcome to new member PDM; Member Spotlight on Commonwealth Electric of the Midwest.
ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Corner, Selling an ESOP, Financial Literacy, Employee Ownership Foundation, Resource
Sep. 01
Employee Ownership Foundation launches new website.
ESOP Blog, Resource
Jul. 31
You can never have too many friends in Congress. Politics is inherently changeable, and while it may seem that members of Congress have a job for life, in every session many are replaced—sometimes unexpectedly.
Some announce their retirement while others are defeated in primaries or elections. Some resign for health concerns and some leave for other factors entirely. Whatever the reason, a significant number of elected officials don’t return the following session.
Some announce their retirement while others are defeated in primaries or elections. Some resign for health concerns and some leave for other factors entirely. Whatever the reason, a significant number of elected officials don’t return the following session.
Chapter News, Resource
Jul. 31
Legislative meetings at Annual Conference; legislation update; legislative handouts.