ESOP Association Resources

The U.S. Senate Committee on Health, Education, Labor & Pensions (HELP) today voted to advance Daniel Aronowitz, nominee for Assistant Secretary of Labor for the Employee Benefits Security Administration (EBSA), to the full Senate.

For the past several years, The ESOP Association has been rethinking and refining our approach to education with the goal of delivering enhanced learning pathways that create more value for our members.

If you couldn’t join us in Washington, DC for The ESOP Association’s National Conference in May, you missed one of the most engaging, educational, and fun events of the year!

As incoming leaders during a transformative time for The ESOP Association, new Board Chair Derrick Vick and Employee Ownership Foundation Chair Peter Ney took center stage at the 2025 National Conference during a candid and insightful conversation with Jim Bonham. 

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...

The ESOP Association’s 2025 ESOP Advocacy Day was a powerful display of grassroots energy, dedication, and the growing influence of ESOPs and employee ownership. On Wednesday, May 14, over 250 employee owners, company leaders, and professionals from across the country traveled to Washington, D.C., to meet with Members of Congress and their staff...

On Thursday, June 5th, Secretary of Labor Lori Chavez-DeRemer testified at the House Committee on Education & Workforce about the Department of Labor’s budget request and priorities for Fiscal Year 2026, which begins October 1. During the question portion of the hearing following her opening remarks, Committee Chair Tim Walberg (MI) asked the Secretary about the practice of common interest agreements that has been occurring at the DOL...

On June 10, The ESOP Association brought its grassroots strength to Harrisburg for the first-ever Pennsylvania ESOP Advocacy Day. A dedicated group of 18 volunteers from across the commonwealth gathered at the Pennsylvania State Capitol Building to educate lawmakers about employee ownership and advocate for policies that will help ESOPs thrive...

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. 

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. 

During the upcoming 3M Open, a PGA Tour event held at the Twin Cities Tournament Players Club just north of Minneapolis on July 23rd through July 27th, ESOPs will be getting into the swing of things alongside some of the world’s best golfers.

An ESOP transaction can be structured to bring a significant tax benefit to the selling shareholders.