These slide decks show the nation's response to COVID-19 in a quick, easy to read format.
The ESOP Association
ESOP Association Resources
Mar. 18
As Congress considers various aid packages for businesses negatively affected by the coronavirus pandemic, The ESOP Association is working to ensure the needs of the ESOP community are part of the discussion.
Mar. 17
H.R. 6201 would expand the Family and Medical Leave Act (FMLA), creating a new form of mostly paid job-protected leave for affected employees. It also would create a new form of immediately available, short-term paid sick leave. These provisions would take effect within 15 days of enactment by the President.
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Mar. 16
In response to the rapidly spreading COVID-19 virus, the city of Washington, D.C., has banned gatherings in the nation’s capital of more than 250 participants. Accordingly, we are cancelling our National Conference, scheduled to take place May 20-22. While we are disappointed we will be unable to gather with the ESOP community in May, we fully appreciate and support government efforts to slow the spread of the virus and prevent our nation’s health care system from being overwhelmed.
Mar. 12
Today, following ongoing reports and announcements from the World Health Organization (WHO) and the Centers for Disease Control and Prevention (CDC), The ESOP Association announced it will postpone all events between March 14 and April 27.
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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.
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.
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.
ESOP Report, Legal Update, Ownership Advantage, President's Corner, Washington Report, Engagement, Vesting, Fitz-Gerald, Bonham, Resource
Feb. 10
New ESOP Association CEO announced.
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.
Bonham will also serve as President of the Employee Ownership Foundation, an affiliated non-profit with a mission to encourage, educate, and catalyse new research in support of employee ownership nationwide.