The ESOP Association Blog

Covering ESOPs and employee ownership

2015 Calendar of Events

Following is a list of ESOP Association events taking place in January 2015. Additional events can be found on the calendar.

January 12 – 15, 2015
Employee Ownership Foundation & University of Pennsylvania’s School of Social Policy & Practice
Leading in an Ownership Setting: The Program for CEOs – Session II
Inn at Penn
University of Pennsylvania
Philadelphia, PA
Contact Rosemary Clements (202) 293-2971 or rose@esopassociation.org

Registration, Tuition & Hotel Information

 

January 14, 2015
New South Chapter 
2015 ESOP CEO Roundtable – hosted by tvdesign – Atlanta
Thompson, Ventulett, Stainback & Associates Inc.
1230 Peachtree St. NE
2700 Promenade
Atlanta, GA 30309

2015 New South Chapter Sponsorship Form

For more information contact Donna Walseth at dwalseth@esopexec.org or 763.785.4122

 

January 22, 2015
Minnesota-Dakotas Chapter
2015 Winter Meeting – Minneapolis, MN
Ramada Plaza
1330 Industrial Blvd.
Minneapolis, MN 55413

CEO, CFO, and HR Roundtables will also be held at this conference.  There is a $25.00 registration fee for each Roundtable attendee.  Roundtables will be held on January 22nd from 7:30 am until 9:30 am.

Click to register

 

January 30, 2015
Southwest Chapter 
Board Governance Symposium 2015 – San Antonio
Hotel Contessa
306 West Market Street
San Antonio, TX

Attendance will be limited to 35 attendees consisting of ESOP company board members and ESOP company executives who frequently interact with the board on ESOP related matters.

Overnight Accommodations:  A limited number of rooms have been reserved at a rate of $169 per night plus tax. After January 9th rooms will be subject to availability and at regular hotel pricing. For room reservations contact the Hotel Contessa. Phone 866-435-0900. Mention the SW Chapter of The ESOP Association to get conference pricing.

For more information contact Jim Schranz at 903.575.7345 or via e-mail at jschranz7@gmail.com

 

January 30, 2015
New England Chapter 
2015 NE Strategic Planning Retreat
Surry, NH
Please RSVP to sdennis@esopexec.org

There is a block of hotel rooms at The Keene Courtyard Marriott in Keene, NH.  Our discounted room rate is $119/night.  Please call (603) 354 – 7900 to make your reservation.

Filed under: Chapter News, Conference Information, ,

Two Day Professional ESOP Forum

esop-slide-template - 2014 Professional ESOP Forum

Mark your calendar: February 26 – 27, 2015 at The Ritz-Carlton in New Orleans, Louisiana

The ESOP Association is holding a two day open discussion forum for Professional Members of The ESOP Association. [Professional Members of The Association are sellers of services to ESOP plan sponsors and to parties considering creating an ESOP. Examples of the services are legal, third party administration, valuation, finance, management consulting, financial advice, trustee, and similar services.]

Led by the Chairs of the highly respected Association Advisory Committees on Valuation, Finance, Legislative and Regulatory Affairs, Administration, Ownership Culture and Fiduciary Issues, this two day program will lay bare the tough issues facing ESOP professionals, and present the pros and cons of different views.  The goal is not only to air different view-points, but to move towards consensus as to “best practices” by the ESOP service provider community.

Questions: contact Rosemary Clements or Maya Van Buren (866) 366-3832 or meetings@esopassociation.org.

Registration information will be available on the Association’s website in the coming weeks.

Filed under: Conference Information,

The ESOP Association, Congressional Elections Update, November 2014

ESOP Association President, J. Michael Keeling, summarizes his presentation from the 2014 Las Vegas Conference & Trade Show on the Congressional elections and how ESOP champions fared.

Filed under: Conference Information, Government Affairs, Member Services, ,

Highlights from the Las Vegas Conference

Before we all take a break to celebrate Thanksgiving this year, we wanted to share some photos from this year’s 2014 Las Vegas Conference & Trade Show. Enjoy, and if you joined us at the Conference, we’d love to see your photos too!

Take a look at our 2014 Las Vegas Conference Flickr album.

 

Filed under: Conference Information,

ESOP Association Lunch

esop-slide-template - 2014 Vegas Conference

Today’s ESOP Association Lunch will feature a government affairs update by ESOP Association President, J. Michael Keeling: 2014 Congressional Elections.

Lunch details:

Friday, November 14

12:15 pm – 1:45pm

Palace Ballroom

Join us and find out how ESOP advocates fared in the recent election.

Filed under: Conference Information,

Foundation Lunch

esop-slide-template - 2014 Vegas Conference

Today’s Employee Ownership Foundation Lunch will feature three speakers who will share how they came to research the topic of employee and shared ownership. All three speakers are recipients of Rutgers Research Fellowships, Louis O. Kelso Fellowships, and the first American Coalition of Stock Plan Administrators Fellowship.

  • Daphne Berry: Daphne Berry, a Rutgers Research Fellow, is a PhD candidate (management and organization studies) at the University of Massachusetts at Amherst, Isenberg School of Management. She is studying employee stock ownership in a worker-owned home health care company in the Bronx, New York.
  • Anne-Laure Winkler: Anne-Laure Winkler, the first American Coalition of Stock Plan Administrators Fellow, is a doctoral candidate whose research interests lie at the intersection of human resource management, ethics and corporate social responsibility.
  • Karla Walter: Karla Walter, a Louis O. Kelso Fellow, is Associate Director of the American Worker Project at American Progress. She earned a Master of Urban Planning and Policy, Economic Development from the University of Illinois at Chicago.

Lunch details:

Thursday, November 13

11:40am – 1:10pm

Palace Ballroom

Join us and learn how the Employee Ownership Foundation is helping to shape the employee ownership conversation in America.

Filed under: Conference Information,

The 2014 Las Vegas Conference and Trade Show — The Details!

esop-slide-template - 2014 Vegas Conference

The largest ESOP conference and trade show in the world will take place at Caesars Palace in Las Vegas, Nevada, November 13 & 14, 2014. If you’re joining us, a few things to note!

Early registration begins Wednesday, November 12th at 5:00 pm – 8:00pm at Registration 5, Palace Ballroom Foyer.

The Trade Show will open at 5:00pm on Wednesday November 12th.

Visit the Association’s Membership Booth, #105, for information about upcoming events, new member information, and a chance to win great prizes! This year we’re giving away an iPad Mini. Stop by booth #105 to enter!

Don’t forget to complete your Trade Show Passport for a chance to win $500!

Stop by the Employee Ownership Foundation booth located in the Palace Ballroom area for Foundation news and information.

Foundation Fundraising! This year, the Employee Ownership Foundation will be reaching for a goal of $125,000 to support Foundation programming. Please stop by and help the Foundation reach its goal!

For more information.

 

Filed under: Conference Information,

Don’t forget to stop by the Membership Services Booth and say hello!

esop-slide-template - 2014 Vegas Conference

If you’re joining us at the 2014 Las Vegas Conference & Trade Show, November 13 – 14 at Caesars Palace, stop by booth #105 and say hello to the ESOP staff.

The Trade Show preview will be open from 5:00pm – 8:00pm the evening on November 12th and will officially open 6:30 AM on Thursday, November 13th.

  • We’ll have the latest ESOP publications, products, advocacy work, and press releases from The ESOP Association available.
  • Order your copy of the NEW edition of the ESOP Administration Handbook.
  • Learn more about gaining access to the “ABCs of ESOPs” interactive learning module for ESOP participants and get a tutorial on resources available to members through the Association’s website.
  • Don’t forget to drop off your business card for a chance to win an iPad mini and pick-up some great ESOP give-a-ways!
  • Make sure you’re receiving you monthly subscription to the ESOP Report.
  • Learn more about ordering ESOP technical publications published by the Association such as the ESOP Fiduciary Handbook, Valuing ESOP Shares, ESOP Accounting Standards, and much more.
  • Find out more about your local ESOP Chapter.

Filed under: Conference Information, Member Services,

The 2014 Las Vegas Conference and Trade Show App is Available!

ESOP Quad Graphic

You’ve asked and we’re answering. Yes, the 2014 Las Vegas Conference & Trade Show app is available.

To download this app for the iPhone, iPod Touch, or iPad, search the Apple Store for “ESOP 2014” and download the mobile app as you would any other.

To download this app for all other phones and devices, visit the Google Play Store and search “ESOP 2014.”

For blackberry users, go to http://m.core-apps.com/esopts2014 to download the app.

 

Filed under: Conference Information, ,

Foundation Activities at the 2014 Las Vegas Conference & Trade Show

esop-slide-template - 2014 Vegas Conference

Are you joining The ESOP Association at the 2014 Las Vegas Conference & Trade Show at Caesars Palace this November 13th and 14th? Don’t forget to stop by the Employee Ownership Foundation booth located in the Palace Ballroom area for Foundation news and information.

Foundation Fundraising!

This year, the Employee Ownership Foundation will be reaching for a goal of $125,000 to support Foundation programming. Please stop by and help the Foundation reach its goal!

Filed under: Conference Information, Employee Ownership Foundation,

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