The ESOP Association Blog

Covering ESOPs and employee ownership

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,

Upcoming February 2015 Events

Looking for an ESOP educational event? Here’s what’s going on in February.

Mid Atlantic Chapter – 2015 Winter Breakfast Meeting (Springfield, VA)

February 10, 2015
Mid Atlantic Chapter
2015 Winter Breakfast Meeting – MAC Chapter
Hosted by:  Mid South Building Supply
7941 Woodruff Court
Springfield, VA 22151
For more information contact Shelly Dennis at sdennis AT esopexec.org – 603.756.3441

Click to register for the Mid Atlantic Chapter meeting

 

Two Day Professional ESOP Forum (New Orleans, LA)

February 26 – 27, 2015
The Ritz-Carlton
New Orleans, LA

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.

Preliminary Agenda (12/15/2014)
Professional Forum Registration
For hotel reservations:

Group Link – Deluxe King Accommodations

Group Link – Deluxe Double Accommodations

Or call 1 (800) 826-8987 or go to www.ritzcarlton.com/neworleans and enter the following group codes.

Group Codes: SJFSJFA (Deluxe King Accommodations – $239) and SJFSJFB (Deluxe Double Accommodations – $239)

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

 

 

Southwest Chapter – 4th Annual ESOP Chili Cook Off (Irving, TX)

February 26, 2015
Southwest Chapter
4th Annual ESOP Chili Cook Off – Irving, TX
Hosted by:  Inland Truck Parts & Service
2339 E. Grauwyler Rd.
Irving, TX  75061
Please R.S.V.P. to: Butchs AT inlandtruck.com
For Chapter information contact Jim Schranz at 903.575.7345 or via e-mail at jschranz7 AT gmail.com

Filed under: Chapter News, Conference Information, , ,

2015 Conference Sponsorship Opportunities

The ESOP Association has put together new conference sponsorship packages that allow Association members to reach the ESOP community more effectively. These are excellent opportunities to market your company and services at our highly popular conferences.

2015 Sponsorship Brochure

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.

Filed under: Conference Information,

Two Day Professional ESOP Forum

bourbon street signFebruary 26 – 27, 2015
The Ritz-Carlton
New Orleans, LA

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.

Preliminary Agenda (12/15/2014)

Professional Forum Registration


For hotel reservations:

Group Link – Deluxe King Accommodations 

Group Link – Deluxe Double Accommodations

Or call 1 (800) 826-8987 or go to www.ritzcarlton.com/neworleans and enter the following group codes.

Group Codes: SJFSJFA (Deluxe King Accommodations – $239) and SJFSJFB (Deluxe Double Accommodations – $239)


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

Filed under: Conference Information,

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, ,

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