Just Announced: Dave Barry to Headline Awards Gala!
Get ready for an unforgettable evening at National Conference as we celebrate the very best of employee ownership!
The ESOP Association's annual awards ceremony has always been a popular event, as we honor the best individual and ESOP company accomplishments. This year, we are taking it to a whole new level with the Celebration of Excellence in Employee Ownership awards gala.
The ESOP Association
ESOP Association Resources
Apr. 15
A newsletter for the members of the PA/DE Chapter of the ESOP Association
Read the full issue here >>
A Note From Our President
Christy Magee, President
Hello,
Read the full issue here >>
A Note From Our President
Christy Magee, President
Hello,
2407
Apr. 09
Over the last five years, The ESOP Association has undergone significant changes as the executive team, Board of Directors, and TEA staff have strived to modernize, expand, and transform the Association’s capabilities and offerings in order to better serve our membership and the cause of ESOPs and employee ownership.
Earlier in March, The ESOP Association marked Jim Bonham’s five-year anniversary leading TEA and the Employee Ownership Foundation.
Earlier in March, The ESOP Association marked Jim Bonham’s five-year anniversary leading TEA and the Employee Ownership Foundation.
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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.
2395
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
2390
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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