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Covering ESOPs and employee ownership

Download Info for the 2014 Annual Conference App

GET THE MOST FROM YOUR 37th Annual ESOP Association Conference EXPERIENCE!

 2014 Annual Conf App Graphic

Get the mobile app today!

  • Session & Speaker Listings
  • Rate the Sessions you attend
  • Maps and Social Media
  • Updates and Info from direct from Event Organizers

The Annual Conference App will be updated regularly! New info will be added and updated before the Conference.

Download the App to Your Device:

FOR: iPhone, iPad, Android —

Search App Store for: ESOP 2014

FOR: Blackberry, HTML5, Windows Phone —

Point Mobile Browser to: http://m.core-apps.com/esopac2014

FOR: Any device with a camera —

Scan this QR Code: QR code for 2014 Annual Conf App

Filed under: Conference Information,

2014 Annual Conference App

The ESOP Association’s 2014 Annual Conference app is now available in the App Store – search ESOP 2014. Download the App today!

Filed under: Conference Information,

Annual Awards Ceremony to Honor AACE Award Winners

Will you be joining us for the 37th Annual Conference in Washington, DC on May 8th and 9th this year? If so, don’t forget about the Awards Ceremony on the evening of May 7th. Each registrant for the 37th Annual Conference is entitled to one ticket to the Awards Ceremony; the ticket price is included in the registration fee.  In advance of the 2014 Awards Ceremony, we thought we’d take a look back at the 2013 AACE Award winners.

During the last week of March, the AACE Awards judging will take place and the 2014 winners will be announced in April on the Association’s website and in the ESOP Report, the newsletter of The ESOP Association.

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

Technical Topics Announced for the 37th Annual Conference

esop-slide-template - 2014 Annual Conference PANARAMIC37th Annual ESOP Conference — “ESOPs: Capitalism at Work”

Dates: May 8 & 9, 2014 — Annual Awards Ceremony the evening of May 7th

Location: Renaissance Washington Hotel, Washington, DC

Preliminary Agenda: The proposed technical topics are now available; ownership culture topics will be announced soon.

This year’s technical topics include: 

  • The Administration Cycle – Part I, How Balances Accumulate
  • Legislative, Regulatory and Judicial Update
  • Basics of ESOP Stock Valuation
  • The Administration Cycle – Part II, How Benefits are Reported and Distributed
  • Repurchase Obligation and its Impact on Value
  • Legal and Fiduciary Issues with Sale of an ESOP Company
  • ESOP Companies Making Acquisitions
  • Trustees’ Duties
  • Special Administration Issues – Diversification, Rebalancing and Reshuffling
  • 1042 ESOP Transactions
  • Repurchase Obligation and Cash Management
  • Interplay Between ESOP Trustees and Boards of Directors
  • Seller Financing in ESOP Transactions
  • When the Call or Letter arrives – DOL/IRS Investigations
  • ESOP Sustainability
  • Fiduciary Responsibility for Value Determination
  • GAAP Accounting for ESOP Sponsors
  • Common Administrative Errors, How to Avoid Them, and How to Fix Them
  • Agency Practitioners Forum (Pt 1)
  • Agency Practitioners Forum (Pt 2)

Contact: Rosemary Clements or Maya Van Buren at 202/ 293-2971 or by email at meetings@esopassociation.org

Additional Information: Conference and registration information, including information on hotel reservations, can be found on the Association’s website.

Filed under: Conference Information, ,

2014 ESOP Association Educational Programs Announced

Professional ESOP Forum — February 25, 2014, The Ritz Carlton, New Orleans, LA

The ESOP Association is holding a day-long 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 one 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.

Additional information including registration and hotel information can be found here.

Banks with ESOPs Seminar — February 26, 2014, The Ritz Carlton, New Orleans, LA

The Banks with ESOPs Seminar is a special seminar on the unique challenges of creating and operating an ESOP sponsored by a bank or similarly regulated financial entity. The seminar will be led by ESOP Association Advisory Committee leaders with extensive experience helping regulated financial institutions navigate the laws and regulations governing ESOP plans.

Additional information including registration and hotel information, and a preliminary agenda, can be found here.

2014 Annual Conference — May 8 & 9, 2014, The Renaissance Hotel, Washington, DC

Mark your calendars. More info coming soon.

37th Annual ESOP Conference & 23rd Awards Ceremony

Renaissance Washington Hotel

Washington, DC

2014 Las Vegas Conference & Trade Show — November 13 & 14, 2014, Caesars Palace, Las Vegas, NV

Mark your calendars. More info coming soon.

Las Vegas ESOP Conference & Trade Show

Caesars Palace

Las Vegas, NV

Questions? Contact Rosemary Clements (866) 366-3832 or email meetings AT esopassociation.org.

Filed under: Conference Information, Member Services,

Employee Ownership Foundation Ends 2013 on a High Note

FoundationAt the 2013 Las Vegas Conference & Trade Show held in November, the Employee Ownership Foundation raised approximately $100,000 ensuring that employee ownership research and Foundation programs will not only continue but thrive in 2014.

“Once more, we are impressed by the incredible generosity of the ESOP community,” stated Employee Ownership Foundation President, J. Michael Keeling. “Thank you to everyone who donated both time and effort to the Employee Ownership Foundation in 2013.”

To add to the excitement, the Employee Ownership Foundation held a book signing at the Conference. (More info in the November 2013 ESOP Report issue, page 1.) On November 7, 2013, Professor Joseph R. Blasi, a preeminent scholar in the field of employee ownership, J. Robert Beyster Professor, and sociologist at the School of Management and Labor Relations at Rutgers University, spoke to Conference attendees about the roots of employee ownership in America’s history. Following his presentation, he met with attendees at the Foundation booth to sign copies of his newly released book: The Citizen’s Share: Putting Ownership Back into Democracy. He co-authored the new book with Richard B. Freeman (Herbert Ascherman Professor of Economics at Harvard University) and Douglas L. Kruse (Professor of Industrial Relations and Human Resources and an economist at the School of Management and Labor Relations, Rutgers University). The Citizen’s Share was released on November 26, 2013. Additional information about the book can be found on the book’s website.

IMG_1201Individuals who donated over $100 to the Employee Ownership Foundation in 2013 are eligible to receive a copy of the book. For more information, please contact Gwenn Rosenthal at gwenn AT esopassociation.org.

Don’t forget, donations to the Employee Ownership Foundation are tax deductible; contributions must be received by the Foundation before year-end 2013 to qualify. For additional information about the Foundation, or to donate, please visit the website.

Filed under: Conference Information, Employee Ownership Foundation, Employee Ownership Message, , ,

November Wrap-Up

Now that we’re moving into the last month of 2013, we thought we’d share a few links from November and wish everyone a safe and Happy Thanksgiving holiday.

2013 Las Vegas Conference & Trade Show links:

Visit the Employee Ownership Foundation

LinkedIn Link Up

Stop by the Membership Services Booth and say hello!

Employee Ownership Foundation Lunch

ESOP Association Lunch

2014 AACE Awards Program Changes

ESOP Association News: Justice Department Asks Supreme Court to Reverse Circuit Courts’ Pro-ESOP Position

The November 2013 ESOP Report is Available

Foundation News: Passionate Speech by Preeminent Scholar of Employee Ownership Ignites Crowd at 2013 Las Vegas Conference

2014 AACE Awards Brochure Available

2014 Educational Programs Announced

Tired of Reading It; Tired of Hearing It

Tax Reform & ESOPs — Saving ESOPs, Saving Our ESOPs, Saving YOUR ESOP

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

REPOST – PLEASE NOTE DATE CHANGES 2014 Educational Programs Announced

REPOST – PLEASE NOTE DATE CHANGES  We’ve just finished the Las Vegas Conference & Trade Show and we’re now looking at upcoming programs for 2014. Two new educational programs have recently been announced by The ESOP Association. Mark your calendars for the Professional ESOP Forum and Banks with ESOPs Seminar. Additional information will be posted to the Association’s website as it becomes available. We look forward to seeing you again in February 2014.

Professional ESOP Forum

bourbon street signFebruary 25, 2014

The Ritz Carlton

New Orleans, LA

The ESOP Association is holding a day-long 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 one 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.

Banks with ESOPs Seminar

steamboat mississippi riverFebruary 26, 2014

The Ritz Carlton

New Orleans, LA

A special seminar on the unique challenges of creating and operating an ESOP sponsored by a bank or similar regulated financial entity. The seminar will be led by ESOP Association Advisory Committee leaders with extensive experience helping regulated financial institutions navigate the laws and regulations governing ESOP plans.

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

Filed under: Conference Information, Member Services, TEA Members, , , ,

2014 Educational Programs Announced

We’ve just finished the Las Vegas Conference & Trade Show and we’re now looking at upcoming programs for 2014. Two new educational programs have recently been announced by The ESOP Association. Mark your calendars for the Professional ESOP Forum and Banks with ESOPs Seminar. Additional information will be posted to the Association’s website as it becomes available. We look forward to seeing you again in February 2014.

Professional ESOP Forum

bourbon street signFebruary 25, 2014

The Ritz Carlton

New Orleans, LA

The ESOP Association is holding a day-long 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 one 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.

Banks with ESOPs Seminar

steamboat mississippi riverFebruary 26, 2014

The Ritz Carlton

New Orleans, LA

A special seminar on the unique challenges of creating and operating an ESOP sponsored by a bank or similar regulated financial entity. The seminar will be led by ESOP Association Advisory Committee leaders with extensive experience helping regulated financial institutions navigate the laws and regulations governing ESOP plans.

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

Filed under: Conference Information, Member Services, TEA Members, , , ,

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