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.
The ESOP Association
ESOP Association Resources
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
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
Mar. 24
Important changes—bringing you incredible opportunities to get engaged in public policy and advocacy—are taking place at your ESOP Association. Updates to TEA's governance coupled with a suite of new advocacy programs offer a path for members of all experience levels to get involved in ESOP advocacy. Get all the details in multiple articles in this month's ESOP Report.
Plus, you can get the latest details on the National Conference, which is now open for registration; learn about TEA's new Group Captive Workers' Comp Insurance Plan; read about a new Issue Brief on control premiums in ESOP valuations; and more!
Plus, you can get the latest details on the National Conference, which is now open for registration; learn about TEA's new Group Captive Workers' Comp Insurance Plan; read about a new Issue Brief on control premiums in ESOP valuations; and more!
Mar. 22
Marty Walsh, the two-term mayor of Boston, was confirmed as the Labor secretary by the Senate in a 68-29 vote on Monday, March 22, 2021.
Please see the ESOP Association's Official Statement for more on this news.
Please see the ESOP Association's Official Statement for more on this news.
Mar. 22
Secretary Provides Responses to ESOP Questions During Confirmation Process
Mar. 11
What value does control bring in an ESOP transaction or annual valuation? This brief offers discussion and analysis on this important topic.
This brief was updated in March 2021.
This brief was updated in March 2021.
Mar. 09
Julie Su, current head of California’s Labor and Workforce Development Agency has been tapped by the Biden administration to be Deputy Labor Secretary under Labor Secretary Nominee Marty Walsh.