ESOP Association Resources

In June, more than 120 ESOP CFOs and their guests gathered in Park City, Utah, for The ESOP Association’s first-ever CFO Summit. This groundbreaking experience brought together ESOP finance leaders from across the country for focused discussions, expert-led panels, and valuable networking opportunities, all designed to tackle the unique challenges faced by CFOs in the current economic climate.

Calling senior ESOP finance leaders: The ESOP Association will convene the first ever annual CFO

Welcome to your March 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!

Since Donald Trump was inaugurated for his second term as President on January 20, our federal go

Washington, DC is a town with a lot of sayings borne from the hard-earned political wisdom one acquires working here. Recently, with the release and withdrawal of the Biden Administration’s ideas of what constitutes Adequate Consideration for ESOPs, two of those sayings come to the top of my mind.

Welcome to your January 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!

In one of the first actions of the Trump presidency, the White House has announced a pause on all proposed regulations from the Biden Administration that have yet to be finalized. The moratorium effectively freezes pending Executive Branch agency regulations.

On Thursday, January 16th, the U.S. Department of Labor (Department) released two proposed regulations containing rules that, if finalized, would govern ESOP stock acquisitions and sales.

The ESOP Association has been informed that a proposed rule from the U.S. Department of Labor regarding what is known as the “adequate consideration exemption” for ESOP transactions has been drafted and is being submitted to OMB imminently.

Daniel Goldstein, President and CEO of Folience, testified on behalf of The ESOP Association before the House Committee on Small Business. Feb. 12, 2020.