September 2025 ESOP Report
Welcome to your September 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!
The ESOP Association
Employee Resources & Training
The ESOP Association Gears Up for Employee Ownership Month with Virtual Miniseries
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.
Making the Most of Your TEA Corporate Membership with Chapter Events
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.
ESOP Finance Leaders From Across the U.S. Convene for TEA’s Inaugural CFO Summit!
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.
Will You be Joining us for EO25?
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.
The ESOP Association’s CEO Summit: Where Insight Meets Impact
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.
July 2025 ESOP Report
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!
Thinking and Acting like Owners: ESOP Employee Accelerators in 2025
As a former employee owner, TEA’s Aaron Moberger remembers wondering “What can we do to make the most of our ESOP?” and “How do we make sure our share value increases every year?” From their first days on the job to their retirement parties, these questions are on employee owners’ minds.
Summer Chapter Events at The ESOP Association and Looking Ahead to Fall
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.
A Record-Breaking ESOP Advocacy Academy Equips Champions for Employee Ownership
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.