The ESOP Association Blog

Covering ESOPs and employee ownership

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,

Employee Ownership Foundation to Hold Silent Auction

Foundation

Joining us at the 2015 Annual Conference (May 7 & 8) in Washington, DC this year? If so, stop by the Employee Ownership Foundation table! The Foundation will be hosting a silent auction to help support Foundation programs to increase the level of awareness of employee ownership in America.

More information on the silent auction — and exciting prize information as well! — will be available in the coming weeks. Stay tuned…

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Filed under: Conference Information, Employee Ownership Foundation,

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, , ,

2015 Annual Conference Preliminary Agenda Available

esop-slide-template - 2015 Annual Conference

The Preliminary Agenda for The ESOP Association’s 2015 Annual Conference is now available on the Association’s website.

Take a look and plan your time at the 2015 Conference this May. We have sessions to benefit attendees from every sector of the employee ownership community.

The on-line registration, a link for on-line hotel reservations, and a printable conference registration form are also available on the website.

The website will be updated as new information becomes available so check back often.

If you have questions, contact The ESOP Association at 202-293-2971 and ask for Maya Van Buren or Rosemary Clements or send an email to meetings@esopassociation.org.

“The ESOP Association Where the ESOP Community Meets”

Filed under: Conference Information,

Proposed Topics Announced for the 2015 Annual Conference

esop-slide-template - 2015 Annual Conference

Following are the proposed technical and ownership culture topics for The ESOP Association’s 38th Annual Conference, ESOPs: Creating our Destiny.” 

Technical Topics:

  • Admin Cycle I – How Balances Accumulate
  • Admin Cycle II – Distributions
  • Agency Practitioners Forum (Pt 1)
  • Agency Practitioners Forum (Pt 2)
  • Common Administrative Errors, How to Avoid Them, and How to Fix Them
  • Special Administration Issues – Diversification, Rebalancing, Reshuffling
  • Addressing Conflicts of Interest
  • Fiduciary Responsibility for Value Determination
  • Interplay Between ESOP Trustees and Boards of Directors
  • Strategic Issues for Partial ESOPs
  • ESOP Transaction Financing Issues and Market Update
  • GAAP Accounting for ESOP Sponsors
  • ESOP Companies Advantage in Making Acquisitions
  • 1042 ESOP Transactions
  • Legislative, Regulatory, and Judicial Update
  • Legal and Fiduciary Issues with the Sale of a Company
  • When the Call or Letter Arrives – DOL/IRS Investigations
  • Trustees’ Duties
  • Basics of ESOP Stock Valuation
  • The ESOP Feasibility Analysis in the Current Environment
  • The DOL Process Agreement Impact on ESOP Valuation

Ownership Culture Topics:

  • Initial ESOP Communications
  • Communications in a Mature ESOP Company
  • ESOP Communication Committee Workshop
  • Learning to Lead when Employees are Owners
  • Every Superhero Needs a Cape: How to arm every employee with the tools to make your ESOP culture great.
  • Open-Book Management: Winning the Great Game of Business:
  • The ESOP Education Bucket List – Recruitment through Retirement
  • AACE (Annual Award for Communication Excellence) – Measuring the Strength of Your ESOP Communication Programs
  • Engagement – What Really Makes Someone Act Like an Owner?
  • Communicating Ownership to Different Generations
  • Breaking Down Barriers – Engaging All Employees
  • Building an Ownership Culture: Developing Leaders at All Levels in Your Company
  • The ABCs of ESOPs
  • Learning the Rules of the “Game”

You can view updated agenda information, conference registration and hotel information on The ESOP Association’s website.

For additional information or questions please call The ESOP Association at 202-293-2971 and ask for Maya Van Buren or Rosemary Clements or send an e-mail to meetings AT esopassociation.org.

We here at The ESOP Association are planning a first class event and hope you can be a part of this one of a kind educational experience.

Filed under: Conference Information,

ESOP Marketing — Annual Conference Sponsorships Now Available

The ESOP Association has put together several sponsorship packages for the upcoming 2015 Annual Conference that allow mem­bers to reach the ESOP community more effectively. These are wonderful oppor­tunities to market your company and services at our highly popular programs and conferences.

If you are interested in reserving a sponsorship package, please contact the national office at 202/293-2971 or send an email to meetings AT esopassociation.org.

Download the 2015 Sponsorship Brochure: 2015 Sponsorship Brochure

2015 Sponsorships

Filed under: Conference Information,

March 2015 Upcoming Events

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

 

Northwest Chapter – “ESOPs – Continuing the Education Process” (Anchorage, AK)

March 3, 2015

Northwest Chapter

ESOPs – Continuing the Education Process – Anchorage, AK

Hosted by Alaska Rubber & Rigging Supply

5811 Old Seward Highway

Anchorage, AK  99518

CLICK HERE to Register Online
NW Chapter Printable Registration Form – Alaska
For more information contact Jenifer McDonald at jenifer@caws-esop.org or 916.333.3280

 

 

Iowa/Nebraska Chapter – 2015 IA/NE Chapter Annual Conference (Cedar Rapids, IA)

March 3, 2015

Iowa/Nebraska Chapter

2015 IA/NE Chapter Annual Conference Agenda

Cedar Rapids Marriott

1200 Collins RD. N.E.

Cedar Rapids, IA 52402

Click to register

2015 Printable Registration IA-NE – March

Click on the 2015 Sponsorship Form to sponsor an Iowa/Nebraska Chapter Event! 2015 IA-NE Chapter Sponsorship Form
For more information contact Donna Walseth at dwalseth@esopexec.org or 763.785.4122

 

 

Indiana Chapter – Annual ESOP Conference (Carmel, IN)

March 4, 2015

Indiana Chapter

2015 Indiana Chapter Annual ESOP Conference Agenda

Ritz Charles Carmel

12156 N Meridian St

Carmel, IN 46032

Click to register

For more information contact Karrie Imbrogno at karrie@esopchapters.com or 440.989.1552

 

 

Illinois Chapter – 2015 Annual Conference (Oak Brook, IL)

March 5, 2015

Illinois Chapter

2015 Illinois Chapter Annual Conference Agenda – Oak Brook

Chicago Marriott Oak Brook

Oak Brook, Il  60523

www.marriott.com/chiob

Click to register

2015 Printable Registration IL ESOP – March

2015 Illinois Chapter Speaker Proposal Form

2015 Illinois Chapter Sponsorship Form

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

 

 

Wisconsin Chapter – “The Year of the All Star ESOP” Spring Conference (Waukesha, WI)

March 9, 2015

Wisconsin Chapter

“The Year of the All Star ESOP” WIESOP Spring Conference Agenda

Marriott Milwaukee West

W231 N1600 Corporate Court

Waukesha, 53186

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

Click to register

2015 Printable Registration WI ESOP – March

2015 Wisconsin Chapter Sponsorship Form

 

 

OH/KY Chapter – Annual Spring ESOP Conference (Powell, OH)

March 18, 2015

Ohio/Kentucky Chapter

2015 OH/KY Annual Spring ESOP Conference Brochure

Bridgewater Banquet & Conference Center

10561 Sawmill Pkwy

Powell, OH 43065

Click to register

For more information contact Karrie Imbrogno at karrie@esopchapters.com or 440.989.1552

 

 

New York & New Jersey Chapter – New York City ESOP Roundtable (New York, NY)

March 18, 2015

New York & New Jersey Chapter

2015 New York City ESOP Roundtable

Hosted by Duff & Phelps, LLC.

55 East 52nd Street – Floor 31

New York, NY  10055
Click to register

For more information contact Shelly Dennis at sdennis@esopexec.org or 603.756.3441

 

 

Iowa/Nebraska Chapter – CEO/CFO Roundtable (Conrad, IA)

March 19, 2015

Iowa/Nebraska Chapter

2015 CEO/CFO Roundtable – Conrad, IA

Hosted by Ritchie Industries

Conrad, IA

Click to register

2015 Sponsorship Form-IA/NE

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

 

 

Minnesota/Dakotas Chapter – Professional Member Breakfast (Minneapolis, MN)

March 19, 2015

Minnesota/Dakotas Chapter

2015 Professional Member Breakfast – Walman

Walman Optical

Minneapolis, MN

For more information contact Sue Crockett at scrockett@esopexec.org or 612.872.4375

 

 

New England Chapter – 2015 CEO Conference (Newport, RI)

March 19th & 20th, 2015

New England Chapter

2015 CEO Conference – Newport, RI

Castle Hill Inn

5900 Ocean Ave.

Newport, RI  02840

Click to register

For more information contact Shelly Dennis at sdennis@esopexec.org or 603.756.3441

 

 

Mid-Atlantic & Carolina’s Chapter – 2015 ESOP Invitational Conference & Golf Tournament (Pinehurst Resort, NC)

March 22-24, 2015

Mid-Atlantic & Carolina’s Chapter

2015 ESOP Invitational Conference & Golf Tournament Agenda

Pinehurst Resort, NC

www.pinehurst.com

Click to register

Click to Register for the March 22, 2015 Golf Outing: 2015 MAC-CAR ESOP Invitational Golf Registration – Pinehurst

Printable Conference Registration Form:

MAC-CAR Chapters Registration Form – Pinehurst 2015

2015 ESOP Invitational Conference Sponsorship – Car-Mac Chapters

For more information contact Shelly Dennis at sdennis@esopexec.org – 603.756.3441 or Donna Walseth at dwalseth@esopexec.org – 763.785.4122

 

 

New South Chapter – 2015 Spring Workshop and Awards Dinner (Atlanta, GA)

March 26, 2015

New South Chapter

2015 NS Chapter Spring Workshop and Awards Dinner Agenda

Maggiano’s Little Italy – Perimeter Mall

4400 Ashford

Dunwoody Road

Atlanta, GA  30346

http://locations.maggianos.com/us/georgia/dunwoody/perimeter
Click to register

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

 

 

Southwest Chapter – 17th Annual Awards Banquet & Spring Conference (Grapevine, TX)

March 26 – 27, 2015

Southwest Chapter

17th Annual Awards Banquet & Spring Conference – Grapevine, TX

Hilton DFW Lakes

1800 Texas 26

Grapevine, TX 76051

Click to register

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

 

 

Michigan Chapter – 2015 Annual Spring Conference (Lansing, MI)

March 30, 2015

Michigan Chapter

2015 Annual Spring Conference – Lansing, MI

Lansing Center

333 E. Michigan Ave.

Lansing, MI 48933
For more information contact Karrie Imbrogno at karrie@esopchapters.com or 440.989.1552

Filed under: Chapter News, 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,

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,

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