This is going to be crucial year for TEA and for ESOPs. In the February issue of the ESOP Report, you'll read about the importance of having a strong, unified voice in Washington (especially now), the latest update on the National Conference, information on new resources for ESOP committee members, and so much more!
The ESOP Association
ESOP Association Resources
Feb. 17
Todd Bransky, or “Mr. ESOP,” as he is known to his fellow employee owners, is a Systems Integration Specialist for Folience, which is based in Cedar Rapids, Iowa. He is a passionate advocate for employee ownership and an IT expert with more than 22 years of experience.
Feb. 05
New COVID-19 guidelines from the DOL's OSHA are now available online.
Feb. 02
At NCM Associates, strong relationships—with employee owners and with customers—are an essential part of the business.
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.