The ESOP Association Blog

Covering ESOPs and employee ownership

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, ,

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,

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