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The ESOP Association

ESOP Association Resources

Feb. 24
This month we've packed the report with tons of articles and news about ESOPs that you won't want to miss! This month also includes a special report on Cybersecurity preparedness for ESOPs.
Feb. 17
Allowing Loans and Technical Assistance for ESOP Buyouts of Retiring Business Owners
Feb. 13
In This Issue
Page 2 Chapter Expansion
Page 3 State and Regional Chapter Council (SRCC) Meeting 2023
Page 4 Getting To Know: Roland Burdett
Page 6 Getting to Know: Tamera Edwards
Page 8 Green with Ownership
Page 9 Chapter Officers and Sponsors
Advocacy
Feb. 10
At The ESOP Association, we’re resolving to continue the exciting growth and accomplishments from 2022 and striving to serve our membership in new and better ways.
Feb. 03
Second Circuit Addresses Key Pleading Requirement for Constitutional Standing in ESOP Transaction Case
Nov. 28
This month's issue of the ESOP Report includes a recap of the 2022 Employee Owned Conference with a special feature on the 2022 AACE Award Winners.
Nov. 16
The AACE Awards honor and celebrate the year’s greatest achievements in ESOP and employee ownership communications.  Communicating and engaging with our employee owners is essential to a company's success.  The AACE program has highlighted the most innovative, and best, practices nationwide.
The ESOP Association recognizes the ESOPs leading the way in communicating with employee owners, our communities, our elected officials, and other major stakeholders. This year’s winners displayed amazing creativity. 
Jul. 28
After several days of debate, Senate Republicans have offered their version of the “Phase Four” economic stimulus and COVID recovery bill. Of particular note to those in the ESOP community, this package of bills does not yet include S. 4236—the bill introduced by Sen. Ron Johnson (R-WI) that would offer grants to companies that create or expand an ESOP.
The package is a first draft and will likely change significantly as both parties work to hammer out an agreement. As currently written, this group of bills would offer the following items.
Jul. 27
S. 4236
Economic Recovery and Investment Through Employee Ownership Program
 
On July 21, 2020, Senator Ron Johnson (R-WI) introduced S. 4236, a bill to establish a federal grant program to encourage economic recovery through business investment and the creation and expansion of employee stock ownership plans (ESOPs).  The bi-partisan bill has been co-sponsored by Senator Tammy Baldwin (D-WI) and was referred to the Senate Committee on Finance. 
Jul. 22
TEA Endorses Temporary Federal ESOP Grant Program Act
Thanks Sen. Johnson For Leadership; Encourages inclusion in COVID “Phase 4”