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-David Kelly, CFO at Acadian Ambulance Service Inc.
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This gathering of ESOP Presidents and CEOs offers a one-of-a-kind platform for peer learning, allowing participants to glean valuable strategies from others grappling with similar challenges.
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The #EO Solution
The ESOP Association and Project Equity have partnered to create state -by-state data that amplifies employee ownership as a common sense way to preserve businesses, strengthen jobs and build a more resilient post-pandemic economy.
ESOP Association Resources
Forming an ESOP - A New Video Series on Business Succession Planning
Hear from ESOP companies in multiple different industries, and their seasoned advisors, about what an ESOP is and if it’s right for you.
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What is an ESOP?
An ESOP is a retirement plan—but also a way of living and running a company. For insights on both technical and cultural aspects of these plans—which provide benefits to employee owners, the company, the community, and exiting owners—and links to additional resources, see our web page titled What is an ESOP?
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May. 23
Inside this Issue:
Diamond Saw Works President & CEO Matt Sharpe Takes the Helm as the NY/NJ Chapter President
New York/New Jersey Chapter Awards
Upcoming Events
Chapter Membership Snapshot
Recap of Recent Events
2024 Chapter Officers
Executive Committee Volunteer Opportunities
Read the Full Issue >>
Diamond Saw Works President & CEO Matt Sharpe Takes the Helm as the NY/NJ Chapter President
New York/New Jersey Chapter Awards
Upcoming Events
Chapter Membership Snapshot
Recap of Recent Events
2024 Chapter Officers
Executive Committee Volunteer Opportunities
Read the Full Issue >>
May. 02
Over the past few months, The ESOP Association has been conducting an expansive market research study looking into attitudes toward ESOPs and employee ownership. Our goal for this ambitious project is to help ESOPs and professional service providers gain an edge in both internal and external communications through data-driven messaging that resonates with target audiences. We are just now starting to receive and analyze the results from this first-of-its-kind study, and we will release the initial findings and key takeaways at next week’s National Conference in Washington, DC.
May. 01
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!
Inside this issue:
This month we've packed the report with tons of articles and news about ESOPs that you won't want to miss!
Inside this issue:
Apr. 30
In the rapidly evolving business landscape, employee stock ownership plans (ESOPs) have emerged as a pivotal strategy for fostering an engaged and motivated workforce. The heart of successfully navigating the ESOP ecosystem lies within the effective communication strategies deployed by an organization. At the forefront of these strategies are ESOP Communication Committees, whose role extends far beyond mere information dissemination. These committees are instrumental in creating, building, and sustaining education, alongside driving cultural improvements within employee-owned companies.
Apr. 25
Pictured: The BAYCOM team, along with the co-CEOs of OwnersEdge, celebrate the Fastest Growing Company award on February 28. Katie Busch, president of BAYCOM, is pictured front middle. Christine Adee, CEO of OwnersEdge, is to the right of Busch in the front row and Rob Dillon, CEO of OwnersEdge, is in the back row to the right of Busch. In 2016, BAYCOM was acquired by OwnersEdge, a 100% employee-owned ESOP holding company based in Waukesha, Wis.
Apr. 23
Aaron Moberger, an employee owner and Project Manager at Avid Products, was recently named as the inaugural Vice Chair of the Massachusetts Center for Employee Ownership’s advisory board. Aaron is the immediate past President of The ESOP Association’s New England Chapter, and for years has been a key volunteer leader in TEA’s chapter network. We asked Aaron to share his thoughts about his new leadership role with MassCEO, and how the organization can help grow employee ownership in the state.
Apr. 18
The most common comments I hear from ESOP Advocacy Day attendees before participating are some version of “I’m not sure what to do/say” or “It’s a little intimidating.”
The most common refrains I hear after Advocacy Day: “This was easy and really fun” and “I can’t wait to do it again next year!” I encourage you to join ESOP Advocacy Day whether it’s your first time or you’ve been doing it for years.
The most common refrains I hear after Advocacy Day: “This was easy and really fun” and “I can’t wait to do it again next year!” I encourage you to join ESOP Advocacy Day whether it’s your first time or you’ve been doing it for years.
Apr. 16
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.
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.
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,
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.
Pagination
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