The ESOP Association Blog

Covering ESOPs and employee ownership

May 2015 Link Round Up

It’s June 1 it is which means this is your May news re-cap.

Leading in an Ownership Setting: The Program for CEOs

New Spring Advocacy Kit is available

We talked pro-ESOP legislation

We provided a legislative update on H.R. 2096 and S. 1212

May 2015 ESOP Report was published

We shared some talk about ESOPs

We talked ESOP company news

Dates were announced for the 2015 Employee Owner Retreat

S. 1212 was introduced in the Senate

Congrats to the 2015 ESOP Award & AACE Award winners

The 2015 Annual Conference App was announced

We connected at the Annual Conference with members

We announced new Chairs!

Filed under: AACE - Annual Awards for Communications Excellence, Conference Information, Employee Ownership Foundation, Employee Ownership Message, ESOP Report, Government Affairs, Member Services, Publication, Silver ESOP Awards, TEA Members,

Congratulations to the 2015 Award Winners!

The following press releases were sent out by The ESOP Association announcing the winners of the 2015 AACE Awards and the 2015 ESOP Awards. We’ve also included news and announcements regarding new Board of Directors members, new Board of Governors members, new Advisory Committee Chairs, and news from the Employee Ownership Foundation. This information is also available on The ESOP Association’s website.

Congratulations to all the 2015 award winners.

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The ESOP Association Honors Members for Excellence in Employee Ownership Communications

The ESOP Association is pleased to announce the 2015 winners of the Annual Awards for Communications Excellence (AACE). The AACE Awards are sponsored each year by the Association to recognize the outstanding communications and educational programs of its members. The awards will be presented to companies who have excelled in communicating the ESOP (employee stock ownership plan) and its meaning to employee owners at the Association’s 24th Annual Awards Ceremony as part of the 38th Annual Conference in Washington, DC.

AACE Award winners are chosen by a panel of five judges made up of both management and non-management employee owners, each of whom has demonstrated active experience and interest in the field of ESOPs and employee ownership communications. Awards are based on: overall quality and quantity of employee owner education, contributions of employee owners, integration of the ESOP into company culture, frequency of ownership communications, involvement and/or response of employee owners, encouragement of ownership attitudes, clear explanations, creative ideas, graphic design, and technical quality.

The 2015 AACE Award winners are:

Total Communications, 250 or Fewer Employees

Winner: Mid South Building Supply, Inc., Springfield, Virginia

Runner-Up: BL Companies, Inc., Meriden, Connecticut

Total Communications, Over 250 Employees

Winner: Recology, San Francisco, California

Runner-Up: Burns & McDonnell, Kansas City, Missouri

Presentation Videos, 250 or Fewer Employees

Winner: PERRY ProTECH, Lima, Ohio

Runner-Up: Webb Landscape, Inc., Bellevue, Idaho

Presentation Videos, Over 250 Employees

Winner: Big G Express, Inc., Shelbyville, Tennessee

Runner-Up: Van Meter Inc., Cedar Rapids, Iowa

Printed Materials, 250 or Fewer Employees

Winner: BL Companies, Inc., Meriden, Connecticut

Runner-Up: Sentry Equipment Corp., Oconomowoc, Wisconsin

Printed Materials, Over 250 Employees

Winner: Van Meter Inc., Cedar Rapids, Iowa

Runner-Up: Eagle Communications, Inc., Hays, Kansas

Intranets, 250 or Fewer Employees

Winner: Sentry Equipment Corp., Oconomowoc, Wisconsin

Intranets, Over 250 Employees

Winner: Acadian Ambulance Service, Inc., Lafayette, Louisiana

Runner-Up: Chemonics International Inc., Washington, DC

ESOP Advertising/Ownership Marketing, 250 or Fewer Employees

Winner: Carl Warren & Company, Placentia, California

Runner-Up: Mid South Building Supply, Inc., Springfield, Virginia

ESOP Advertising/Ownership Marketing, Over 250 Employees

Winner: Burns & McDonnell, Kansas City, Missouri

Runner-Up: Recology, San Francisco, California

Special Events & Promotions – One Outstanding Event, 250 or Fewer Employees

Winner: ComSonics, Inc., Harrisonburg, Virginia

Runner-Up: Fabric Services, Bristol, Indiana

Special Events & Promotions – One Outstanding Event, Over 250 Employees

Winner: HISCO, Inc., Houston, Texas

Runner-Up: Glatfelter Insurance Group, York, Pennsylvania

Special Events & Promotions – Series of Events, 250 or Fewer Employees

Winner: Technomics, Inc., Arlington Virginia

Runner-Up: Wiley|Wilson, Lynchburg, Virginia

Special Events & Promotions – Series of Events, Over 250 Employees

Winner: Glatfelter Insurance Group, York, Pennsylvania

Runner-Up: Eagle Communications, Inc., Hays, Kansas

For additional information about the AACE Awards, please visit: http://www.esopassociation.org/about-the-association/esop-awards/aace-awards.

 

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The ESOP Association Announces 2015 Silver ESOP Award Recipients

The ESOP Association has presented 48 corporate members of the Association with a Silver ESOP Award to recognize their work in sustaining their ESOP (employee stock ownership plan) for 25 years or more. This year, the Silver ESOP Awards are being presented to companies that will be celebrating 25 years or more as an ESOP company in 2015.

This is the eighth year the Silver ESOP Awards have been presented by the Association. In 2008, 117 corporate members were presented with the first annual Silver ESOP Awards; 2009, 12 members; 2010, 22 members; 2011, 41 members; 2012, 49 members; 2013, 26 members; and in 2014, 45 members were honored. To be named a Silver ESOP Award recipient, a company must be a member of The ESOP Association and have an ESOP in place for 25 years or more.

“It is my pleasure to present the following 48 ESOP companies with the 2015 Silver ESOP Award for excellence in sustaining their ESOP for 25 years,” said ESOP Association President, J. Michael Keeling. “Research proves that employee owned companies provide more sustainable employment and preserve locally-controlled jobs in today’s global economy. The 300 plus Silver ESOP companies who are members of the Association prove that employee stock ownership through the ESOP is not a short-term corporate model.”

2015 Silver ESOP Award Recipients:

Acme Rigging & Supply Co., Inc., Ukiah, CA

Alpine Lumber Company, Westminster, CO

Ankrom Moisan Architects, Inc., Portland, OR

Aubrey Silvey Enterprises, Inc., Carrollton, GA

AVI Systems, Inc., Lenexa, KS

Barkley, Kansas City, MO

Cactus Feeders, Inc., Amarillo, TX

Carbo Forge, Inc., Fremont, OH

Cellusuede Products, Inc., Rockford, IL

Central Bag Company, Leavenworth, KS

Consulting Engineers Group, Inc., Mount Prospect, IL

CSR, Incorporated, Arlington, VA

Dealers Electrical Supply Co., Waco, TX

Dental Health Services, Inc., Long Beach, CA

Diamond Saw Works, Inc., Chaffee, NY

Dynetics, Inc., Huntsville, AL

ESOP of People’s Bank and Trust Co., Byrdstown, TN

First State Bancorp of Monticello Inc., Monticello, IL

Hainje’s, Inc., Brewton, AL

Hanson Group, Inc., Springfield, IL

Hoffman & Hoffman, Inc., Greensboro, NC

Hyspeco, Inc., Springfield, MO

ICM, Inc., Jacksonville, AR

Kapco Global, Brea, CA

Keenan Energy Company, Columbia, SC

Kleinfelder, Inc., Oakland, CA

Lesman Instrument Company, Bensenville, IL

Los Alamos National Bank, Los Alamos, NM

Lumbermen’s, Inc., Grand Rapids, MI

Marco, Saint Cloud, MN

Market Contractors, LTD., Portland, OR

McCreary Bancshares, Inc., Whitley City, KY

McLean Contracting Company, Glen Burnie, MD

Moss Engineering Corp., Fort Wayne, IN

Olum’s of Binghamton, Inc., Vestal, NY

Parksite Inc., Batavia, IL

Plastic Products Company, Inc., Lindstrom, MN

Rapid Line Inc., Grand Rapids, MI

Saginaw Bay Underwriters, Saginaw, MI

Spirol International Holding Company, Danielson, CT

TDIndustries, Inc., Dallas, TX

Tecolote Research, Inc., Goleta, CA

The Feingold Companies, Worcester, MA

The Plastic Forming Company, Inc., Woodbridge, CT

TriMark Corporation, New Hampton, IA

United States Sugar Corporation, Clewiston, FL

Watkins Ross & Company, Grand Rapids, MI

Your Building Centers, Inc., Altoona, PA

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Lauri Veverka of Entertainment Partners Named 2015 Employee Owner of the Year by The ESOP Association

Lauri Veverka of Entertainment Partners located in Burbank, California, has been named the 2015 Employee Owner of the Year by The ESOP Association.

As the Marketing Creative Lead for Entertainment Partners, Ms. Veverka is a visible employee owner. She delivers the company’s message through her work and is a vital force in the company’s marketing and communications efforts. She also works internally to help align the employee owners of Entertainment Partners with the company’s vision. According to Entertainment Partners, it would be difficult to find an employee owner more enthusiastic, or more effective, in promoting the ESOP. Ms. Veverka currently chairs the company’s ESOP Communications Committee and was actively involved in promoting the ESOP before joining the Committee by designing a yearly Employee Ownership Month poster, creating the company newsletter, and documenting ESOP company events. As the current Committee Chair, she now leads all ESOP promotion efforts. She is involved with just about everything Entertainment Partners does to celebrate, encourage, and educate employee owners about the ESOP.

Adding her voice to the Association, she has become increasingly involved with the Association and the California/Western States Chapter. She participates on panels at the national Annual Conference and at Chapter conferences to promote the need for an effective ESOP Committee to engage and educate employee owners. In 2010 and 2014, Ms. Veverka designed the winning poster for the Employee Ownership Month Poster Contest, which is a national contest held by the Association each year. In addition, she prepares and submits the company’s AACE Awards entry and won first place in the Special Events and Promotions – Series of Events, Over 250 Employees category in 2014.

Entertainment Partners provides payroll services, production employee services, residuals and talents payments, central casting, and production incentives to the entertainment industry. The employee owners of Entertainment Partners number more than 900, with offices in Alabama, California, Connecticut, Florida, Georgia, Louisiana, New Mexico, New York, North Carolina, and Pennsylvania. Since 2004, Entertainment Partners has been fully owned by the employees. More information about Entertainment Partners: http://www.entertainmentpartners.com.

“Lauri is a true ESOP leader — she never volunteers to seek recognition but to be an asset to the cause. I’m pleased to present her with the 2015 Employee Owner of the Year Award for the work she has done, and continues to do, to promote employee ownership,” said ESOP Association President, J. Michael Keeling.

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Travel and Transport, Inc. Named 2015 ESOP Company of the Year by The ESOP Association

Travel and Transport, Inc., an employee-owned company headquartered in Omaha, Nebraska, was named the 2015 ESOP Company of the Year by The ESOP Association.

On October 16, 1946 Lawrence and Mae Youngman opened the doors of Travel and Transport. They had “two second-hand desks and one typewriter and a world of ignorance,” Youngman recalled. The staff included Lawrence and another individual; neither of whom had any experience in the travel business. After 68 years, and many adventures later, not only is the present-day Travel and Transport a thriving business but also a 100% employee-owned company. Located in 37 states, and with more than 1,200 employee owners, this ESOP company earns its reputation through passion, innovation, and commitment to excellence. More information about Travel and Transport: https://www.travelandtransport.com/.

Travel and Transport is a strong supporter of employee ownership and its employee owners strive to represent the company at both Chapter and national ESOP Association events. Working to strengthen employee ownership in America, the employee owners of Travel and Transport meet with members of Congress — to date, the employee owners of Travel and Transport have met with every Congressional office in their home state of Nebraska — and work to promote ESOP issues not only in Nebraska but on the national level as well.

“I’m delighted to present the employee owners of Travel and Transport with the 2015 ESOP Company of the Year Award,” said ESOP Association President, J. Michael Keeling. “The employee owners integrate the ESOP into all they do at the company from management support, to annual shareholder meetings, to trivia contests to keep employee owners interested and engaged. The employee owners also endeavor to share that ESOP spirit with the community, both locally and nationally.”

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Ohio/Kentucky Chapter Wins Big at ESOP Association’s Annual Conference

Named 2015 ESOP Chapter of the Year & Recognized for Membership Development

The Ohio/Kentucky Chapter of The ESOP Association was named the 2015 ESOP Chapter of the Year by The ESOP Association. Additionally, the Chapter was also recognized for its commitment to membership development on the Chapter level for the second time.

The Association’s Ohio/Kentucky Chapter experienced all-time highs in meeting attendance over the last year and Chapter members outdid previous work in support of membership development, fundraising for the Association’s affiliated foundation, the Employee Ownership Foundation, and support of the Association’s government relations efforts. The Ohio/Kentucky Chapter was selected from among 18 Association Chapters across the United States for this honor. The Ohio/Kentucky Chapter includes Association members in Ohio and Kentucky.

In addition to the national honor of ESOP Chapter of the Year, the Ohio/Kentucky Chapter has been recognized for its commitment to membership development and for its work in membership recruitment.

“The leaders of the Ohio/Kentucky Chapter provide excellent value to ESOP Association members in their region. I’m proud to honor the Ohio/Kentucky Chapter, and its members, with the 2015 ESOP Chapter of the Year Award and recognition for membership development,” said ESOP Association President, J. Michael Keeling. “The Ohio/Kentucky Chapter’s leadership worked hard to make the ESOP community’s voice stronger.”

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Karen L. Ellis Named ESOP Chapter Officer of the Year by The ESOP Association

Karen L. Ellis, Vice President, HR & Corporate Development, of Transhumance, Inc., located in Davis, California, was named the 2015 ESOP Chapter Officer of the Year by The ESOP Association.

Ms. Ellis has been actively involved with the Association on both the Chapter and national levels for several years. She is currently the Immediate Past President of the California/Western States Chapter and previously served as Chapter President. Ms. Ellis has been active in sharing the employee ownership message and working to promote the Association to new members in the California/Western States Chapter.

“I’m proud to present Karen with the Association’s 2015 ESOP Chapter Officer of the Year Award,” said ESOP Association President, J. Michael Keeling. “She has contributed to not only the Chapter but the Association as a whole with her leadership of the California/Western States Chapter. I’m pleased to present Karen with this award for her work in promoting the employee ownership message and The ESOP Association.”

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 CAWS Chapter LogoHawaii Chapter Logo

Indiana Chapter COLOR logo

Three ESOP Association Chapters Recognized for Membership Recruitment

California/Western States, Hawaii, and Indiana Chapters Honored at Annual Conference

Three Chapters of The ESOP Association were recognized for their commitment to membership recruitment at the Association’s 38th Annual Conference in Washington, DC.

Members of the California/Western States, Hawaii, and Indiana Chapters met several targets in the promotion of employee ownership in their regions and also met Chapter membership goals for 2014-2015. These three outstanding Chapters were selected from among 18 Association Chapters across the United States for this honor.

The California/Western States Chapter includes Association members in Arizona, California, Colorado, Nevada, and Utah. The Hawaii Chapter represents members in Hawaii, and the Indiana Chapter is comprised of members in the state of Indiana.

“I’m pleased to present these three Chapters with the Outstanding Membership Recruitment Award,” said ESOP Association President, J. Michael Keeling. “These three Chapters worked hard to meet target prospect goals and to promote the cause of employee ownership among ESOP companies in their Chapters.”

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ASU Group Wins 2015 Employee Ownership Month Poster Contest

ASU Group, an employee-owned company located in Okemos, Michigan, has been selected by The ESOP Association as its 2015 Employee Ownership Month Poster Contest Winner. The winning poster design was unveiled at the Association’s 38th Annual Conference in Washington, DC.

ASU Group, founded in 1952, was originally called Michigan Claim Service and began providing independent claims adjusting services for insurance companies in lower Michigan. Over the years, the company expanded to encompass all of Michigan and diversified into risk management, catastrophe adjusting, medical review and case management to reflect the diverse services for the insurance and risk industry. In time, the group changed from being known as Michigan Claim Service to The ASU Group. In 1981, the founders formed the ESOP, and in 1996, ASU Group became 100% employee-owned.

According to the company’s website: “ASU’s status as an ESOP organization not only benefits our employee owners, but also benefits our clients. By its very nature, our ESOP allows each employee to be self-motivated and to think and act like an owner. Each employee has a stake in the success of our clients and in the future success of the company.”

ASU Group’s poster was chosen as the 2015 winner because of the idea it expressed: Flying as a team gives our ESOP wings.

The winning poster will be used by The ESOP Association to promote Employee Ownership Month, which takes place every October and is a celebration of the incredible spirit of employee ownership. For more information about Employee Ownership Month.

 

The 2015 Employee Ownership Month Poster Contest winner

The 2015 Employee Ownership Month Poster Contest winner

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Jeffrey S. Gelburd Named 2015 Outstanding Board of Governors Member by The ESOP Association

Jeffrey S. Gelburd, Vice President of Murray Securus, located in Mechanicsburg, Pennsylvania, was named the 2015 Outstanding Board of Governors Member by The ESOP Association.

Mr. Gelburd is an active member of The ESOP Association’s Board of Governors and has served in numerous volunteer capacities for the Association; most recently as the current President of The ESOP Association’s Pennsylvania/Delaware Chapter. He is involved on both the Chapter and national levels and has been actively working to promote the Association and employee ownership in America.

“I’m proud to present Jeff with the Association’s 2015 award for Outstanding Board of Governors Member,” said ESOP Association President, J. Michael Keeling. “Jeff is a committed advocate of employee ownership and I’m pleased to present him with this award for his work in helping to grow the cause of employee ownership.”

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Joseph D. Verri Receives 2015 Membership Recruitment Award from The ESOP Association

Joseph D. Verri, Chartered Retirement Plans Specialist with The Bay Colony at Morgan Stanley, located in Waltham, Massachusetts, was presented with The ESOP Association’s 2015 Membership Recruitment Award for a Professional Member.

Mr. Verri is enthusiastically involved in the work of The ESOP Association, and in particular, the New England Chapter of the Association where he currently serves as the Chapter’s Vice President-Membership. His commitment to employee ownership through the ESOP concept is evident in the work he has done, not only for his clients, but for the Association. Mr. Verri actively educates companies about the Association and promotes the mission and vision of the Association as well.

“It is my pleasure to present Joseph with the 2015 Membership Recruitment Award for the work he has done to promote employee ownership and the work of the Association to new members,” said ESOP Association President, J. Michael Keeling.

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Robert W. Edwards Receives Life Service Award from The ESOP Association

For his impressive contributions to the employee ownership community and his commitment to the Employee Ownership Foundation and The ESOP Association, Robert W. Edwards, Partner at Steiker Greenapple & Croscut, P.C. located in Providence, Rhode Island, has been awarded The ESOP Association’s Life Service Award, the Association’s highest honor.

Mr. Edwards is a current Trustee and past member of the Executive Committee of the Employee Ownership Foundation, The ESOP Association’s affiliated 501(c)(3) Foundation dedicated to promoting employee ownership in America. For many years, as part of his diligent fundraising work for the Foundation, he wrote the yearly appeal letter that was sent to members. In the past, he has served as a member of The ESOP Association’s Board of Directors, and as a member of the Board of Directors, Mr. Edwards was instrumental in the creation of the Association’s Strategic Plan. He is an active member of the employee ownership community as part of the Association’s New England Chapter and a member of The ESOP Association Advisory Committee on Legislative & Regulatory Issues.

“Rob has been active in the ESOP community for many years and is always passionate about his work for the Foundation and the Association,” said the President of Employee Ownership Foundation and The ESOP Association, J. Michael Keeling. “His leadership and ardent work has made both the Employee Ownership Foundation and the Association better and I’m honored to present Rob with the 2015 Life Service Award.”

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Lonnie L. Peppler-Moyer Receives Life Service Award from The ESOP Association

For her remarkable dedication to the ESOP community and commitment to The ESOP Association, Lonnie L. Peppler-Moyer, President and Publisher of the Monroe Publishing Company located in Monroe, Michigan, has been awarded The ESOP Association’s Life Service Award, the Association’s highest honor.

Ms. Peppler-Moyer has held several leadership positions within both The ESOP Association and the Employee Ownership Foundation, the Association’s affiliated 501(c)(3) Foundation dedicated to promoting employee ownership in America. Over the years, she has served as a Chapter leader and President of the Association’s Michigan Chapter. She served as a member of the Board of Directors and as Chair of the Association during the Great Recession from 2009 – 2011. Ms. Peppler-Moyer is a current Trustee of the Employee Ownership Foundation working to raise awareness of employee ownership in America.

“Lonnie has always been passionate about her work for the Association and the Foundation,” said President of The ESOP Association and Employee Ownership Foundation, J. Michael Keeling. “Her leadership and guidance as Association Chair during the Great Recession inspired staff and kept the Association moving forward. I’m proud to present Lonnie with the 2015 Life Service Award for her contributions to the ESOP community.”

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Cindy Turcot Elected Chair of The ESOP Association

Members Installed to Board Positions

Cindy Turcot, Chief Operating Officer of Gardener’s Supply Company located in Burlington, Vermont, has been elected to serve as Chair of The ESOP Association.

Ms. Turcot is an active member of The ESOP Association and the Association’s New England Chapter. She has served on The ESOP Association’s Board as Vice Chair for the last two years. Her term as Chair begins May 1, 2015 and will continue until April 30, 2017.

“Cindy has been active in the ESOP community and with the Association for many years,” said ESOP Association President, J. Michael Keeling. “Her contributions have increased the effectiveness of Association services and we are excited Cindy will be the Chief Elected Officer of the Association and the primary driver of the Association’s mission to advocate and educate for employee ownership for the next two years.”

In addition to Ms. Turcot’s election to Chair: David Fitz-Gerald, Vice President & CFO, Carris Reels, Inc., Proctor, Vermont will become Vice Chair; Raman Venkat, Office of the CEO/CFO, LeFiell Manufacturing Company, Santa Fe Springs, California will become Secretary/Treasurer; David L. Kelly, Vice President & Chief Financial Officer, Acadian Ambulance Service, Inc., Lafayette, Louisiana will become Immediate Past Chair. Mark R. Lomele, Senior VP & CFO, Recology, San Francisco, California will become Chair of the Employee Ownership Foundation. Joining the Association’s Board as At-Large Board Members representing corporate members: Cindy Lewis, President/CEO, AirBorn, Inc., Georgetown, Texas and Michael Willard, CEO, Salem Distributing Company, Inc., Winston Salem, North Carolina. Joining the Board as an At-Large Board Member representing a professional member: Linshuang Lu, Consultant, Praxis Consulting Group, Inc., Philadelphia, Pennsylvania. Returning Board Members: Tony Lessmeister, Manager/Integration & Configuration Center, Forsythe Technology, Inc., Skokie, Illinois, Chair of the State and Chapter Regional Council; Peter J. Shuler, Manager, Crowe Horwath LLP, Columbus, Ohio, Chair of the Advisory Committees Chairs Council.

The Board of Directors is the premier governing body of The ESOP Association. Seven members of its ten person Board of Directors are elected by the Association’s Board of Governors who are elected by Association members.

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The ESOP Association Announces New Board of Governors Members

The following ESOP Association members have been elected to serve on The ESOP Association’s Board of Governors as of May 1, 2015.

For election to another three-year term to the Board of Governors as a representative of a Corporate Member of The ESOP Association:

  • Frank Cinatl, Executive Vice President, Abatix Corp., Mesquite, Texas
  • Ronald J. Gilbert, President, ESOP Services, Inc., Scottsville, Virginia

For election to another three-year term to the Board of Governors as a representative of a Professional Member of The ESOP Association:

  • Nancy K. Dittmer, Senior Vice President, Verisight, Inc., Urbandale, Iowa
  • Alexander P. Moss, Principal, Praxis Consulting Group, Inc., Philadelphia, Pennsylvania

For election to the Board of Governors for the first time for a three-year term as a representative of a Corporate Member of The ESOP Association:

  • Tom Clements, CFO/Treasurer, Glatfelter Insurance Group, York, Pennsylvania
  • Cindy Lewis, President/CEO, AirBorn, Inc., Georgetown, Texas (Recently elected to Board of Directors, effective May 1, 2015)
  • David E. Nagy, Vice President of Finance, Oconomowoc Residential Programs, Inc., Dousman, Wisconsin
  • Michael Willard, CEO, Salem Distributing Company, Inc., Winston Salem, North Carolina (Recently elected to Board of Directors, effective May 1, 2015)

For election to the Board of Governors for the first time for a three-year term as a representative of a Professional Member of The ESOP Association:

  • Linshuang Lu, Praxis Consulting Group, Inc., Philadelphia Pennsylvania (Recently elected to Board of Directors, effective May 1, 2015)

 

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The ESOP Association Announces New Advisory Committee Chairs

On May 1, 2015, three ESOP Association members were elected as Advisory Committee Chairs of The ESOP Association. These Committees are comprised primarily of members of the Association who work in the area of their Committee’s jurisdiction. The Advisory Committees play an important role in developing services for members of the Association and are comprised of both corporate and professional members of the Association.

In addition to the Chairs below, Peter J. Shuler of Crowe Horwath LLP, Columbus, Ohio, will serve as Chair of the Association’s Advisory Committee’s Chairs Council.

New Advisory Committee Chairs:

  • David M. Diehl, CFA, Prairie Capital Advisors, Inc., Oakbrook Terrace, Illinois;

Chair of the Association’s Advisory Committee on Valuation

  • Mark R. Fournier, CFA, Managing Director, Stout Risius Ross, Inc., McLean, Virginia;

Chair of the Association’s Advisory Committee on Finance

  • Sharon B. Hearn, Partner, Krieg DeVault LLP, Indianapolis, Indiana;

Chair of the Association’s Advisory Committee on Legislative & Regulatory Issues

Current Advisory Committee Chairs:

  • Ted M. Becker, Drinker Biddle & Reath, Chicago, Illinois;

Chair of the Association’s Interdisciplinary Advisory Committee on Fiduciary Issues

  • Barbara M. Clough, QPA, QKA, Blue Ridge ESOP Associates, East Providence, Rhode Island; Chair of the Association’s Advisory Committee on Administration
  • Rod Reinertson, Van Meter Inc., Cedar Rapids, Iowa;

Chair of the Association’s Committee on Ownership Culture

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Foundation

EMPLOYEE OWNERSHIP FOUNDATION NEWS

Mark R. Lomele Elected Chair of the Employee Ownership Foundation

The Employee Ownership Foundation announced today that Mark R. Lomele, Senior Vice President and Chief Financial Officer of Recology located in San Francisco, California, will take over as the new Chair of the Foundation. The Employee Ownership Foundation is a 501(c)(3) Foundation dedicated to promoting employee ownership and is an affiliate of The ESOP Association, a national trade association for employee owned companies.

Effective May 1, 2015, Mr. Lomele will take the wheel from outgoing Chair Frieda S. Takaki, President and Chief Executive Officer of CHART Rehabilitation of Hawaii, Inc. located in Honolulu, Hawaii who served as Chair of the Employee Ownership Foundation for the past four years. Ms. Takaki will become the Immediate Past Chair of the Employee Ownership Foundation.

Mr. Lomele is active in the California/Western States Chapter of The ESOP Association and has served in several leadership positions as a member of The ESOP Association. He has been very active as a Foundation Trustee and from 2011– 2013, Mr. Lomele served as Chair of The ESOP Association.

“We are excited Mark will be taking over as Chair of the Employee Ownership Foundation,” said J. Michael Keeling, President of the Employee Ownership Foundation. “He is a dynamic leader with new ideas to lead the Foundation forward.”

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Filed under: AACE - Annual Awards for Communications Excellence, Chapter News, Conference Information,

2015 AACE Awards Mission

Join The ESOP Association, and employee owners from across the US, in celebrating the 2015 AACE Award winners.

24th Annual Awards Ceremony – May 6, 2015

38th Annual Conference – May 7 – 8, 2015

Conference information

 

Filed under: AACE - Annual Awards for Communications Excellence, Conference Information

Why You Should Attend the 38th Annual Conference

esop-slide-template - 2015 Annual Conference

Thinking of attending the ESOP Association’s Annual Conference in May? Here are a few reasons to join us.

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AACE Awards Exhibition

AACE Awards 6

Connect with employee owners and take the opportunity to view the creativity on display

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Talk with winners and network with AACE entrants to brainstorm ownership communications ideas

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Annual Awards Ceremony — Celebrate Employee Ownership!

Ownership Culture & Technical Education on ESOPs

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Take a look at the preliminary agenda

Don’s pass up this opportunity to gain ESOP insight

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Learn from your ESOP peers

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Support the Employee Ownership Foundation

Foundation

We’ve got some great prizes lined up for the silent auction!

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 WHERE:

The Renaissance Washington Hotel

999 9th Street, NW

Washington, DC

WHEN:

24th ANNUAL AWARDS CEREMONY

Wednesday, May 6, 2015

7:00 PM, Grand Ballroom

38th ANNUAL CONFERENCE

May 7 – 8, 2015

 

Register.

Filed under: AACE - Annual Awards for Communications Excellence, Conference Information, Employee Ownership Foundation, Employee Ownership Message,

March 2015 Wrap-Up

Miss something in March? We have it all here in this month’s link round up.

An ESOP question answered

ESOP transactions survey

2015 AACE Award winners announced

March 2015 ESOP Report newsletter was published

Issue Brief #23 was updated

The 2015 Annual Conference preliminary agenda was released

The Outside Board Registry was updated for March

Four ESOP Association members were named among the top 100 places to work

The Department of Labor seeks comments on Proposed Regulation on the Definition of Adequate Consideration

Proposed topics were announced for the Annual Conference

We talked about the Employee Ownership Foundation’s impact on the national debate

Annual Conference sponsorships are available

Filed under: AACE - Annual Awards for Communications Excellence, Conference Information, Employee Ownership Foundation, Member Services, TEA Members,

AACE Awards 2015 – And the Winner is. . .

esopaacedarkerCongratulations to the 2015 AACE Award winners. Winners will be honored at the 24th Annual Awards Ceremony on May 6, 2015 in Washington, DC and all 2015 AACE Award entries will be on display during the Annual Conference. Join us in Washington, DC, connect with employee owners in the ESOP community and take the opportunity to view the creativity on display at the AACE Awards exhibition. More information about the Awards Ceremony and the Annual Conference can be found here.

Additional information about the AACE Awards can be found here.

 

2015 winners are:

Category 1A, Total Communications, 250 or Fewer Employees

Winner: MidSouth Building Supply, Inc., Springfield, Virginia

Runner-Up: BL Companies, Inc., Meriden, Connecticut


Category 1B, Total Communications, Over 250 Employees

Winner: Recology, San Francisco, California

Runner-Up: Burns & McDonnell, Kansas City, Missouri

 

Category 2A, Presentation Videos, 250 or Fewer Employees

Winner: PERRY ProTECH, Limo, Ohio
Winning Video: ESOP’s Gonna Take Us Far

Runner-Up: Webb Landscape, Inc., Bellevue, Idaho
Winning Video: Webb’s Employee Stock Ownership Plan

 

Category 2B, Presentation Videos, Over 250 Employees

Winner: Big G Express, Inc., Shelbyville, Tennessee
Winning Video: Big G Express Employee Ownership

Runner-Up: Van Meter Inc., Cedar Rapids, Iowa
Winning Video: Welcome to Employee Ownership

 

Category 3A, Printed Materials, 250 or Fewer Employees

Winner: BL Companies, Inc., Meriden, Connecticut

Runner-Up: Sentry Equipment Corp., Oconomowoc, Wisconsin


Category 3B, Printed Materials, Over 250 Employees

Winner: Van Meter Inc., Cedar Rapids, Iowa

Runner-Up: Eagle Communications, Inc., Hays, Kansas

 

Category 4A, Intranets, 250 or Fewer Employees

Winner: Sentry Equipment Corp., Oconomowoc, Wisconsin


Category 4B, Intranets, Over 250 Employees

Winner: Acadian Ambulance Service, Inc., Lafayette, Louisiana

Runner-Up: Chemonics International Inc., Washington, DC

 

Category 5A, ESOP Advertising/Ownership Marketing, 250 or Fewer Employees

Winner: Carl Warren & Company, Placentia, California

Runner-Up: MidSouth Building Supply, Inc., Springfield, Virginia


Category 5B, ESOP Advertising/Ownership Marketing, Over 250 Employees

Winner: Burns & McDonnell, Kansas City, Missouri

Runner-Up: Recology, San Francisco, California

 

Category 6A, Special Events & Promotions – One Outstanding Event, 250 or Fewer Employees

Winner: ComSonics, Inc., Harrisonburg, Virginia

Runner-Up: Fabric Services, Bristol, Indiana


Category 6B, Special Events & Promotions – One Outstanding Event, Over 250 Employees

Winner: HISCO, Inc., Houston, Texas

Runner-Up: Glatfelter Insurance Group, York, Pennsylvania

 

Category 7A, Special Events & Promotions – Series of Events, 250 or Fewer Employees

Winner: Technomics, Inc., Arlington Virginia

Runner-Up: Wiley|Wilson, Lynchburg, Virginia


Category 7B, Special Events & Promotions – Series of Events, Over 250 Employees

Winner: Glatfelter Insurance Group, York, Pennsylvania

Runner-Up: Eagle Communications, Inc., Hays, Kansas

 

AACE Award winners are chosen by a panel of five judges made up of both management and non-management employee owners, each of whom has demonstrated active experience and interest in the field of ESOPs and employee ownership communications. Awards are based on: overall quality and quantity of employee owner education, contributions of employee owners, integration of the ESOP into company culture, frequency of ownership communications, involvement and/or response of employee owners, encouragement of ownership attitudes, clear explanations, creative ideas, graphic design, and technical quality.

Filed under: AACE - Annual Awards for Communications Excellence, Conference Information, , ,

Employee Ownership Month Poster Contest Open for Submissions

Since a number of members have inquired, we thought we’d share information on the 2015 Employee Ownership Month Poster Contest. The rules and submission form can be downloaded here.

 

Entries must be received at the national offices of The ESOP Association no later than February 17, 2015.

The winner of the contest will be announced at the 24th Annual Awards Ceremony on Wednesday, May 6th, 2015, in Washington, DC. More information on the Awards Ceremony and the Annual Conference is here.

The judging guidelines are as follows:

  • Good employee owner education of Employee Ownership Month
  • Respect for the contributions of employee owners
  • Integration of the concepts of both employee ownership as well as the celebration of Employee Ownership Month into the fabric of the poster design
  • Encouragement of ownership attitudes in the poster design
  • Clear, simple design
  • Creative use of ideas
  • Good graphic design

Where should entries be sent?

Submit all Poster Contest entries to:

The ESOP Association

1726 M Street, N.W.

Suite 501

Washington, D.C. 20036-4507

Good luck!

Filed under: AACE - Annual Awards for Communications Excellence, Conference Information,

Tips for Winning AACE

AACE 2015With the deadline for the 2015 AACE Awards deadline approaching, we thought we’d share a few tips on winning.

Download a copy of the 2015 AACE Awards brochure.

If you have questions concerning the AACE program, please contact Pat Barnes at (304) 876-3624 or by email at patbarnesart AT gmail.com.

Entering AACE – Things to Know First

  • 2015 Deadline – February 17th
  • Any current corporate member may enter.
  • Restrictions: A company may not be a Top Winner more than once each year.
    They can be a Runner Up Winner & a Top Winner, or Runner Up in several categories. They cannot win the same top award two years in a row. No such restrictions apply to Runner Up Winners.
  • You will be judged on ESOP/Ownership communications, not on products.
  • Materials are returned if you request it. (Do not send anything you cannot replace)
  • Entering AACE provides an opportunity to review your current communications program, look over the past, and plan for the future, in an organized way. It is a way of providing an illustrated, written record, over many years.
  • Come to the Annual Conference in May and you will be able to see what others have done, “borrow” (and improve on) good ideas, and meet and interact with other creative people in your field. Start to establish your own communications network, sparked by the knowledge, experience, and creativity of many.

Organizing Your Entry (Please read the entry form carefully!)

The entry format is slightly different for 2015. Enter by category, i.e. Printed Materials, Special Events, ESOP Advertising/Ownership Marketing, etc. (The Total Programs Category will be judged as an accumulation of all the rest). Each category should be represented by a notebook (don’t overfill!) or well-bound packet. It is important that it be well-marked with company name and category, and easy to find. You may have to duplicate materials entered in more than one category. Each category should have a brief commentary page in the front. This is your opportunity to communicate directly with the judges.

A link to Presentation Videos (place them on YouTube, 5 minute limit) and your web site (if you are entering this in the competition) should be sent to PatBarnesArt AT gmail.com  between February 1 and February 17th, 2015.

It is recommended, but not required, that you add to your entry with a display board, which does not have to pertain to any particular category. (Limit one). Use a standard sized foam core or cardboard backing, such as those used for science exhibits. Label everything with your company name, especially small things. Disks must be labeled with company, title and time. See the entry form for further information such as shipping requirements, weight limits, etc.

How AACE is Judged

There are five judges each year. An effort is made to procure outstanding, knowledgeable people, from different sizes, types and locations of companies, both male and female, and both management and line employee owners. Four judges are new, with the AACE Chair returning for continuity.

The judges only know what you tell them, so be clear in your commentary. Anecdotes are welcome! Organization, presentation, free items, etc. count, but above all else is content. The big question is, how well and how often are you communicating ownership?

Tips on Winning an AACE

  1. Notice everything you do/have with the words “ESOP” or “Ownership.” Start a file early on, and keep it current.
  2. If you haven’t already done so, start putting “employee owned” on everything; business cards, stationery, invoices, signs, trucks, advertisements, job applications, web sites, flags, product packaging, etc.
  3. Keep a camera on site. Designate a photography buff to take lots of pictures, and put them in the newsletter, on the web, on bulletin boards, and in the AACE entry.
  4. Consider making company events “ESOP” events, such as a picnic or a brown bag lunch, a parade float, or Employee Owners of XYZ Company working for Habitat for Humanity, or the Animal Shelter.
  5. How much and how often the ESOP is mentioned counts, such as in a newsletter, in the educational structure, the brochures, the web site. Does ownership permeate the company culture? Tell the judges.
  6. In printed materials, clear, easy to read information and good graphic design counts (not necessarily expense). Ownership communication content is paramount.
  7. Education about ESOP counts. The more informative, fun and creative the better.
  8. Tap into your funny, creative people. Fun and good humor are very powerful. Best of all, upper management with a sense of humor is invaluable, a huge asset.
  9. Consideration for the employee owner counts. Respectful feedback for suggestions is important. Is there a forum for concerns? Write it up as an asset.
  10. Employee owner involvement in the ownership aspect of the company, as well as in actually preparing the AACE entry counts.
  11. Having a theme can make it easier to plan a series of events, or a whole campaign. A fun theme often sparks creativity, and spins off ideas in new directions. It also makes things easier to remember.

Not an AACE Tip, But Important

  • Setting up lines of communication and building credibility in the good times makes it far easier to communicate in the bad times. Honesty is important.
  • Not communicating is still saying something.
  • According to research, ESOP companies who communicate ownership well are among the most productive companies.

A Few More Things to Remember

Have someone who always has access to a camera at all events. However, a flood of pictures really is not necessary; usually some good pictures, with a clear explanation of the event and how it tied into ESOP/Ownership understanding is better.

Judges love a theme — i.e. a “team theme,” a cruise theme, a game theme, a farm theme, etc. That sometimes makes it easier to plan events as well. The more fun you can put into it the better, while still educating (i.e. ESOP “Jeopardy” with a really nice prize). Mixing “old” and “new” ESOPpers to do a skit is a possibility. Someone did a silly (but wonderful) skit on Dorothy & the Land of Oz (ESOP) one year, including upper management.

Speaking of that, if you have management behind the communications effort, you have a “leg up” on the ladder. Their sincere belief in the ESOP goes a long way, and plays well in a video, as long as the employee owners are featured as well. (Avoid “talking heads” in a video as much as possible). If you can “mix up” the new/old employee owners and not just introduce the management to the new ones, it would probably mean more.

A lot of events can be labeled “ESOP” events, such as picnics (games with ESOP items for prizes?), Eggs ‘n ESOP, a team of employee owners helping Habitat for Humanity, an “ESOP Run” for charity, etc. High visibility of the ESOP logo, posters, cups, etc. is a good reminder. Don’t forget stationery, business cards, brochures, ESOP on the web and advertisements. And food!

Sometimes something simple can have great impact. In one company, only the management had their own ceramic cups for coffee. Everyone else had generic Styrofoam cups. When they introduced the ESOP, everyone got a ceramic cup, appropriately labeled. This was very symbolic, and was very successful. Another new ESOP company this past year had a meeting at which little black boxes tied with gold cord were given to the employee owners as they arrived, but they were told not to open them. At the end of the presentation, they opened the boxes to find a little mirror engraved with “Owner.” It was simple but to the point.

If you have a mentoring program, you might feature the program and how it works. A lot depends on the culture of your company and the proximity of other possible locations.

Filed under: AACE - Annual Awards for Communications Excellence,

January 2015 Monthly Wrap-up

As it turns out, January was a busy month…

We noted some upcoming events for February

We reported that the Department of Labor will not mandate ESOP appraisers be ERISA fiduciaries

The ESOP Association filed an amicus in Supreme Court case Tibble V. Edison Int’l

ESOP Association members were named Great Places to Work!

The January 2015 ESOP Report was published

We shared a guest post from AACE Awards Volunteer Coordinator, Paul Horn – 2015 AACE Awards

We highlighted a new report from the Center for American Progress that discusses inclusive prosperity

2015 conference sponsorship were announced

We mentioned a few ways to keep up with Association updates

2015 AACE Awards category information was shared

The Two Day Professional ESOP Forum was announced

The ESOP Administration Handbook was highlighted

ESOP Experts 2015 – If you’re interested, more info here

2015 AACE Awards — we told you what you need to know to enter this year

Filed under: AACE - Annual Awards for Communications Excellence, Chapter News, Conference Information, DOL Proposed Fiduciary Regulation, Employee Ownership Message, Government Affairs, Member Services, Publication, Retirement Issues, TEA Members,

Guest Post – 2015 AACE Awards

AACE 2015Since the deadline for the 2015 AACE (Annual Awards for Communications Excellence) Awards has been set (Tuesday, February 17, 2015), we thought it would be a good time to invite Paul Horn, volunteer coordinator for the AACE Awards Program, to talk about why the AACE Awards are important and why your company should enter.

 You can download a copy of the 2015 AACE Awards brochure and more information can be found on the Association’s website. Please take a close look as several categories have been updated for this year.

 

AACE is a great way to document your ESOP communications program and see how your company compares with other ESOP companies.

Are there ways to help your AACE submission stand out?

Be creative and think “outside the box.”  The AACE judges review numerous entries in a variety of categories.  Think of something different that will grab the judge’s attention.

Highlight your employees.  Active employee ownership is best evidenced with articles by and pictures of employees in action.

Homegrown education.  ESOP education and open book materials you develop yourself carry greater impact.  The more color you use, the more it will catch the eye.

Events.  Pictures and descriptions of company meetings and events are a great way to showcase your ownership spirit.  For example, meetings with elected officials, themed events, and community activities help make your submission memorable.  Make sure to document when the events occurred.

Fun.  Games, food, more games, and more food are always ESOP company favorites. The stranger the game, the more exotic the menu, and the greater the employee participation, the more likely your submission will stand out.

Organization.  Clearly document your category submissions. A display board and other company paraphernalia also will help draw attention to your materials.

Good luck and we look forward to receiving your 2015 AACE submissions.

Paul Horn is president of WorkPlace Consultants, LLC located in Bethesda, MD. He is a member of The ESOP Association’s Advisory Committee on Ownership Culture and a Chapter Officer of the Association’s Mid-Atlantic Chapter.

Filed under: AACE - Annual Awards for Communications Excellence, , ,

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