Welcome to your May/June issue of the ESOP Report
This month we've packed the report with tons of articles and news about ESOPs that you won't want to miss!
The ESOP Association
ESOP Association Resources
Jun. 28
Inside this Issue:
Letter from the President
Announcements
Chapter of the Year
Advocacy Update
NE Award Winners
State Captain Spotlight
Chapter Officers
State Captains
Mentorship Program
Edmunson Scholarship
Chapter Sponsors
Read the full issue >>
Letter from the President
Announcements
Chapter of the Year
Advocacy Update
NE Award Winners
State Captain Spotlight
Chapter Officers
State Captains
Mentorship Program
Edmunson Scholarship
Chapter Sponsors
Read the full issue >>
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Jun. 12
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Mar. 26
It’s still early in the year, but for many of us, that means some already broken New Year’s resolutions. It’s not too late, however, to jump back on the improvement wagon and resolve to make the most of employee ownership at your company in 2024.
Based on our more than three decades providing practical communication, training and ownership-culture development services, here’s some real-world suggestions (i.e., ESOP resolutions) you can implement to be more effective this year while laying a solid foundation for future success.
Based on our more than three decades providing practical communication, training and ownership-culture development services, here’s some real-world suggestions (i.e., ESOP resolutions) you can implement to be more effective this year while laying a solid foundation for future success.
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Mar. 21
In February, The ESOP Association held its annual Professionals’ Forum in New Orleans, which featured an unveiling of the Association’s latest advocacy effort and lively discussions on the most critical ESOP issues. The Forum, the only event of its kind, serves a key role as a high-level discussion venue, sounding board, and learning experience for ESOP professionals.
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Mar. 20
Photo: KMI International founder and CEO John Manning (right) with John Burgess
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Mar. 14
Among an ESOP trustee’s most important responsibilities is setting the annual share price for company stock held by the ESOP. This price is used to facilitate transactions involving the ESOP or plan participants, and gives all participants the “current” value for what is one of their key retirement accounts. Because the ESOP trustee typically relies on an independent valuation prepared by an ESOP valuation professional or firm to determine the annual price, selecting the right professional and giving a complete review of the valuation is of the utmost importance.
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