The ESOP Association
ESOP Association Resources
Sep. 26
Federal agencies have established policy to encourage government contracting with Minority Business Enterprises (MBEs), Women Business Enterprises (WBEs) and Disadvantaged Business Enterprises (DBEs).[1] Entities that are certified DBEs typically earn a significant amount of revenue that they may not otherwise earn because of DBE certification. Yet, DBEs face succession planning issues just like non-DBEs. That raises a question: If a DBE becomes ESOP-owned, will it be able to retain DBE status and continue to receive the benefits that come from DBE certification?
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Sep. 24
This year, TEA has been securing vital advancements to our policy agenda thanks to the unprecedented efforts of our members. It's easy to see that when our members engage and advocate for the ESOP community, legislative results are not far behind. Here is an overview of the record-breaking engagement of TEA members and the Congressional actions that followed.
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Sep. 19
Mutual membership benefits will be extended across bordersNew Canadian Employee Ownership Trusts to be featured in full program track at Employee Owned 2024 in Las Vegas this November
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Sep. 12
For the last three years, the Employee Ownership Foundation has been proud to convene global thought leaders at the Oxford Symposium on Employee Ownership in the United Kingdom. In 2024, in a testament to the event’s growing importance in expanding employee ownership around the world, the Symposium saw a record number of attendees from 23 countries across five continents.
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Sep. 10
As we head into September, ESOPs across America begin to gear up in earnest for October and Employee Ownership Month. It’s always heartening to see the energy and enthusiasm on display during EOM, as our community celebrates the unique and unifying spirit of employee ownership. This year, we certainly have a lot to celebrate.
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Sep. 02
Washington, D.C. – “Today, with great pleasure, I am signing into law a landmark measure that may finally give the American worker solid protection in his pension plan.” With these words on September 2, 1974, President Gerald R. Ford signed the Employee Retirement Income Security Act (ERISA) into law.
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Apr. 30
In the rapidly evolving business landscape, employee stock ownership plans (ESOPs) have emerged as a pivotal strategy for fostering an engaged and motivated workforce. The heart of successfully navigating the ESOP ecosystem lies within the effective communication strategies deployed by an organization. At the forefront of these strategies are ESOP Communication Committees, whose role extends far beyond mere information dissemination. These committees are instrumental in creating, building, and sustaining education, alongside driving cultural improvements within employee-owned companies.
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Apr. 25
Pictured: The BAYCOM team, along with the co-CEOs of OwnersEdge, celebrate the Fastest Growing Company award on February 28. Katie Busch, president of BAYCOM, is pictured front middle. Christine Adee, CEO of OwnersEdge, is to the right of Busch in the front row and Rob Dillon, CEO of OwnersEdge, is in the back row to the right of Busch. In 2016, BAYCOM was acquired by OwnersEdge, a 100% employee-owned ESOP holding company based in Waukesha, Wis.
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Apr. 23
Aaron Moberger, an employee owner and Project Manager at Avid Products, was recently named as the inaugural Vice Chair of the Massachusetts Center for Employee Ownership’s advisory board. Aaron is the immediate past President of The ESOP Association’s New England Chapter, and for years has been a key volunteer leader in TEA’s chapter network. We asked Aaron to share his thoughts about his new leadership role with MassCEO, and how the organization can help grow employee ownership in the state.
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Apr. 18
The most common comments I hear from ESOP Advocacy Day attendees before participating are some version of “I’m not sure what to do/say” or “It’s a little intimidating.”
The most common refrains I hear after Advocacy Day: “This was easy and really fun” and “I can’t wait to do it again next year!” I encourage you to join ESOP Advocacy Day whether it’s your first time or you’ve been doing it for years.
The most common refrains I hear after Advocacy Day: “This was easy and really fun” and “I can’t wait to do it again next year!” I encourage you to join ESOP Advocacy Day whether it’s your first time or you’ve been doing it for years.
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