The ESOP Association

ESOP Association Resources

Chapter News, Resource
Apr. 30
Palmer & Sicard visits Hypertherm for networking and an equipment demonstration; list of upcoming events; call to action for May visits to Capitol Hill. 
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Chapter News, Resource
Apr. 30
Recap of the New England Chapter Spring Conference; congratulations to D.M.H. Electrical Contractors for becoming 100 percent employee owned; planning for Congressional visits during the Annual Conference in Washington, DC; list of upcoming events. 
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ESOP Blog, Culture, Communications, National Conference, Keynote, Resource
Apr. 24
Frank Luntz, a world-renowned expert on business communication and political trends, will offer his unique insights on communicating in an employee owner setting at the National Conference in May.


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Press Releases, Resource
Apr. 12
 

WASHINGTON, April 12, 2019 - The ESOP Association applauds Representatives Ron Kind (D-WI-3) and Jason Smith (R-MO-8), who earlier this week introduced pro-Employee Stock Ownership Plan (ESOP) bill H.R. 2258. The measure, which seeks to encourage the formation of ESOPs, is the House companion to S.
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ESOP Report, Legal Update, Ownership Advantage, President's Corner, Washington Report, Distribution Delays, Constellis, Advocacy, National Conference, Resource
Apr. 01
Frank Luntz to provide insights on communicating in an employee owner environment in keynote remarks at National Conference.
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ESOP Brief, Repurchase Obligation, Valuation, Resource
Feb. 25
Understanding the repurchase obligation and its effect on an ESOP company’s valuation.
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ESOP Brief, Repurchase Obligation, Opportunity Cost, New Present Value, Redeem, Recycle, Resource
Feb. 25
Using opportunity cost to understand the true cost of the repurchase obligation on an ESOP company’s share price.
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ESOP Brief, Synthetic Equity, Warrants, Options, Valuation, Resource
Feb. 25
Written for ESOP fiduciaries and trustees, this Brief discusses the interplay of synthetic equity, warrants, and various valuation methods.
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ESOP Report, Legal Update, Ownership Advantage, President's Corner, Washington Report, Engagement, Vesting, Fitz-Gerald, Bonham, Resource
Feb. 10

New ESOP Association CEO announced.
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Resource, Press Releases
Feb. 07
 

Washington, DC, February 7, 2019 – The ESOP Association (TEA) announced today that James J. Bonham will assume the role of President and Chief Executive Officer (CEO) on March 1.  Founded in 1978, TEA is America’s largest national trade association focused on advancing employee ownership through the Employee Stock Ownership Plan (ESOP) model.
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