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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. 11
Inside this issue:

A Note From Our President
Chapter Company of the Year

Read the full issue here >>
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.
Aug. 31
In this month's issue: TEA Launches legal challenges in defense of ESOPs, commentary on regulatory overreach by TEA President & CEO Jim Bonham, new advocacy resources to help you engage this Employee Ownership Month, and much more.
Aug. 16
As part of President Biden’s legislative agenda, the Inflation Reduction Act of 2022 becomes law. Among the policies enacted, a new excise tax is imposed on stock repurchases – with bipartisan support, ESOPs were specifically excluded from this tax, protecting the ESOP structure that relies on stock repurchases and creating a new incentive to form ESOPs. ESOPs become eligible transactions under the State Small Business Credit Initiative (SSBCI) loan program.
Aug. 12
FOR IMMEDIATE RELEASE
August 12, 2022
 
The ESOP Association Statement on Final Passage of Inflation Reduction Act
Today, the U.S. House of Representatives passed the Inflation Reduction Act (HR 5376).  It will now advance to President Biden and is expected to be signed into law in the next ten days.
 
Aug. 08
FOR IMMEDIATE RELEASE
August 8, 2022
 
The ESOP Association Hails Senate Passage of Critical Provisions in Reconciliation Bill
The Senate-passed reconciliation bill in Congress, titled the Inflation Reduction Act (H.R. 5376), includes language promoted by The ESOP Association to protect employee stock ownership plans from new excise taxes on stock repurchases.  This provision potentially paves the way for a tremendous financial incentive to form employee stock ownership plans.