The ESOP Association Blog

Covering ESOPs and employee ownership

The July ESOP Report is Available

The July 2014 ESOP Report is now available for members. To access this month’s issue, you’ll need to sign into The ESOP Association’s website. The Member Sign In button is located at the top of the page. To get to the ESOP Report, click Meet & Learn. A link to the ESOP Report is located on the left side menu.


Filed under: Government Affairs, Member Services, Publication, ,

New Issue Brief: Issue Brief #29: Treatment of ESOP Transaction Debt

New Publication Highlight

Pubs Highlight - new issue briefIssue Brief #29: Treatment of ESOP Transaction Debt

Issue Briefs discuss a variety of legal, financial, and operational issues relating to ESOPs and are updated regularly.

Members receive complimentary copies of all ESOP Issue Briefs upon request by emailing or by contacting the Publications Department at the national office. All Issue Briefs can be accessed/downloaded by members logged into the website under “Learn About ESOPs” menu item “Issue Briefs.” Non-members may purchase Issue Briefs in the “ESOP Store” through the website, or contact the national office.

Member FREE / Non-member $6.00

Visit the Association’s website, email pubs AT call 202/293-2971 to purchase Issue Brief # 29: Treatment of ESOP Transaction Debt.

The ESOP Association would like to thank to Valuation Advisory Committee Chair, Jeffrey Tarbell, ASA, CFA, Director, Houlihan Lokey, San Francisco, California and the members of the Association’s Advisory Committee on Valuation who worked on this project.

Filed under: Member Services, Publication, ,

New Pro-ESOP Bill, H.R. 4837

ESOP Association President, J. Michael Keeling, provides a legislative update to members regarding a new pro-ESOP bill introduced in the U.S. House of Representatives, bill number H.R. 4837.


Filed under: Employee Ownership Message, Government Affairs, Member Services, ,

May 2014 Wrap-Up

It’s June and that means it’s time for a May link round up.

Moody’s Collision Centers, Inc. hosted an event with Senator Susan Collins in Gorham, ME

We shared a photo of the 2014 Employee Ownership Month Poster Contest Winner

The May 2014 ESOP Report was released

We highlighted the ABCs of ESOPs

The Employee Owner Retreat is open for registration

Big G Express hosted at event with Congresswoman Diane Black in Shelbyville, TN

We shared some photos from the 2014 Annual Conference in Washington, DC

The Leading in an Ownership Setting Program is open for registration

We featured items from the Employee Ownership Foundation Auction that took place at the Annual Conference

We announced the 2014 ESOP Award Winners

We shared video highlights from the Awards Ceremony

We shared a link to the Annual Conference Lobbying Kit

We extended an invitation to Conference attendees to visit the AACE Awards display

The Annual Conference App was announced

Filed under: AACE - Annual Awards for Communications Excellence, Conference Information, Employee Ownership Foundation, Employee Ownership Month (EOM), Government Affairs, Member Services, Publication, Silver ESOP Awards, TEA Members,

May 2014 ESOP Report

The May 2014 ESOP Report is now available. To access this month’s issue, you’ll need to sign into the website. The Member Sign In button is located at the top of the page. To get to the ESOP Report, click Meet & Learn. A link to the ESOP Report is located on the left side menu.



Filed under: Member Services, Publication, ,

ABCs of ESOPs — Are You an ESOP Guru? Be One!

ABCs of ESOPs 1The ABCs of ESOPs is available exclusively to members of The ESOP Association as an interactive learning tool for ESOP participants.  It includes lessons, quizzes, a glossary of ESOP terms, frequently asked questions, and games.

To access the ABCs of ESOPs, visit the Association’s website and click the Member Sign In button at the top of the page. Once logged in, click Meet & Learn, then Online Learning.

Log in information for members:
Corporate, affiliate, and educational members – enter membership ID, email address, and the password will be your membership ID.
Professional members – enter membership ID, email address and the password is your last name.

If you have questions about the ABCs of ESOPs, please send an email to membership AT

ABCs of ESOPs 2

Filed under: Member Services, ,

Congratulations to the 2014 Chapter Award Winners

With the Association’s 37th Annual Conference (and the 23rd Annual Awards Ceremony on the evening of May 7th!) quickly approaching, we want to take a moment to congratulate the 2014 Chapter award winners. Following are the Employee Owner of the Year Chapter winners and the ESOP Company of the Year Chapter winners.

Congratulations to this year’s Chapter award winners!

2014 Employee Owner of the Year Chapter Winners

California/Western States Chapter – Brian Koski, The Sleep Train, Inc., Rocklin, CA

Heart of America Chapter – Matt Tuxhorn, Crop Quest, Inc., Dodge City, KS

Iowa/Nebraska Chapter – Kalese Sheldahl, Van Meter Inc., Cedar Rapids, IA

Indiana Chapter – Elizabeth Pech, Worm’s Way, Inc., Bloomington, IN

Illinois Chapter – Brett Moe, Holden Industries, Deerfield, IL

Michigan Chapter – Dan Salow, Thomson-Shore, Inc., Dexter, MI

Mid-Atlantic Chapter – Steve Earle, Mid South Building Supply, Inc., Springfield, VA

Minnesota/Dakotas Chapter – Alicia Schwartz, Oxygen Service Company, Saint Paul, MN

New England Chapter – Mark Ruskin, Carris Reels, Inc., Proctor, VT

Ohio/Kentucky Chapter – Janice Bridger, Allied Mineral Products, Inc., Columbus, OH

Pennsylvania/Delaware Chapter – Andrew J. Ferrari, P.E., C.S. Davidson, Inc., York, PA

Southwest Chapter – Joel Pason, Cisco-Eagle, Inc., Dallas, TX

Wisconsin Chapter – Tim Kramer, Priority Sign, Sheboygan, WI

ESOP Company of the Year Chapter Winners

California/Western States Chapter – Recology, San Francisco, CA

Carolinas Chapter – GBS Building Supply, Inc., Maudlin, SC

Heart of America Chapter – MMC Corp., Overland Park, KS

Iowa/Nebraska Chapter – VGM Group, Inc., Waterloo, IA

Illinois Chapter – KI Industries, Berkeley, IL

Indiana Chapter – Worm’s Way, Inc., Bloomington, IN

Michigan Chapter – The ASU Group, Okemos, MI

Mid-Atlantic Chapter – Wiley|Wilson, Lynchburg, VA

Minnesota/Dakotas Chapter – Dakota Supply Group, Fargo, ND

New England Chapter – Moody’s Collision Centers, Inc., Gorham, ME

New South Chapter – Big G Express, Shelbyville, TN

Ohio/Kentucky Chapter – Janotta & Herner, Monroeville, OH

Pennsylvania/Delaware Chapter – Murray Securus, Lancaster, PA

Southwest Chapter – Acadian Ambulance Service, Inc., Lafayette, LA

Wisconsin Chapter – CC&N, Pewaukee, WI

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

April 2014 ESOP Report

April 2014 ESOP Report is now available. To access this month’s issue, you’ll need to sign into the website. The Member Sign In button is located at the top of the page. To get to the ESOP Report, click Meet & Learn. A link to the ESOP Report is located on the left side menu.


Filed under: Member Services, Publication, ,

ESOP Association Member Resources — The Website

The ESOP Association is dedicated to providing the highest quality service to our members and the public. The website provides fast access to information on employee ownership and news. Additionally, the new website is accessible on smartphones and tablets through mobile and responsive design versions that make navigation easier and available anywhere on any device.

TEA homepage 4-21-2014

Meet & Learn: Meetings information for both national and Chapter events; publications (print and electronic versions) including all technical and communications information offered by the Association and the ESOP Report newsletter; the online learning tool, the ABCs of ESOPs

Explore: Information on how ESOPs work and industry statistics; links to the Association’s Issue Briefs; and an employee ownership news section which contains an archive of the Association’s press releases

Advocate: Advocacy Kits; Government affairs information and the ESOP bulletin; accessible links to government affairs commentary on YouTube and the Association’s Blog; Employee Ownership Month information; information on the ESOP PAC

Network: ESOP Experts; the Membership Directory; ESOP Yellow Pages; Online Board Registry; and social networking links to connect with the Association

Chapters: Chapter events and links to individual Chapter pages

About the Association: How to contact the Association; information on the ESOP Awards; how to join and member benefits; and sponsorship and advertising information

For questions regarding the website, please send email to lisa AT or amy At

Filed under: Member Services, , ,

The ESOP Association’s Outside Board Registry

As a member service, The ESOP Association maintains an Outside Board Registry. This registry is a list of potential board members knowledgeable about and familiar with ESOPs and employee ownership.

Members of The ESOP Association can be listed free of charge in the registry. To be listed, participants must be employed at or retired from a current ESOP Association member company, or be a current member of the Association in any member category. There is no charge for the registry if requested by a member of the Association.

If you would like to be included in this registry, contact Sharon Spencer at Sharon AT

The registry can be found on The ESOP Association’s website under Network. To access the information, you will need to login. The member login is at the top of the page. The Outside Board Register is a member service provided by The ESOP Association.

Filed under: Member Services, Publication, TEA Members, , , ,

Welcome to the employee ownership blog of The ESOP Association.
The place where you'll find the latest information on ESOPs and employee ownership news.
Serving the entire ESOP community.

Enter your email address to subscribe to this blog and receive notifications of new posts by email.

Join 102 other followers

Proudly Celebrating the ESOP Fiduciary Insurance Member Program

Flickr Stream

Wright Tree Foursome

More Photos

Get every new post delivered to your Inbox.

Join 102 other followers