ESOP Association Resources

As Employee Ownership Month approaches in October, The ESOP Association is setting the stage for an impactful Employee Ownership Month (EOM) celebration with the return of its popular Virtual Miniseries.

As a corporate member of The ESOP Association, one of the smartest ways to maximize your membership is by engaging with your local TEA chapter.

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.

There’s still time to secure your spot at Employee Owned 2025, the largest and most dynamic gathering of employee owners, ESOP companies, and professional ESOP service providers in the world. The reimagined EO25 takes place November 2–5, 2025, at a new location, the renowned Aria Resort & Casino in Las Vegas.

With tariffs (and threats of tariffs), an uncertain tax outlook, and volatile economic forecasts driving national news, the CEO Summit is the only event for Presidents and CEOs to learn more about and address these challenges, and many more.

Welcome to your July 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!

As a former employee owner, TEA’s Aaron Moberger remembers wondering “What can we do to make the

Summer is right around the corner—and The ESOP Association is gearing up for a series of Chapter events aimed at promoting education, collaboration, networking and a strong sense of community among employee-owned companies across the United States.

The ESOP Association extends our deepest thanks to the incredible volunteer advocates who joined us in Washington, D.C., for the 2025 ESOP Advocacy Academy. With a record class of over 250 participants, this year’s Academy brought together passionate employee owners and ESOP professionals from across the country. Whether seasoned veterans or first-time participants, attendees came united by a shared mission: to protect and expand the power of employee ownership.

For the past several years, The ESOP Association has been rethinking and refining our approach to