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!

Employee owned businesses are 6.2 times more likely to keep employees on the job that conventionally owned companies. Fewer layoffs from employee owned businesses translates into incredible financial security for individuals and savings of billions of dollars for the federal government.

An Employee Stock Ownership Plan (ESOP) is a tax-qualified retirement plan authorized and encouraged by federal tax and pension laws. Unlike most retirement plans, ESOPs:

It’s no surprise that Americans disagree about a lot of things….

An overview of why employee ownership should be a part of national public policy. This is a must-read for executives, owners, and anyone with a stake in the employee ownership community.

A breakdown of the voting rights of ESOP stock participants and beneficiaries.

Employee ownership has the power to do something business leaders and management professionals have sought for many years: tightly aligning the interests of employees with those of the business.

While it typically comes at no cost to employees, employee ownership is not a handout. It is way to share the rewards of capitalism with those who help companies succeed.