April 17, 2013 • 10:00 am 0
The April 2013 issue of the ESOP Report is now available for download on The ESOP Association’s website. To download 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 on Meet & Learn. A link to the ESOP Report is located on the left side menu.
Filed under: Publication, April 2013 issue, ESOP Report, Newsletter, Publication
March 18, 2013 • 10:00 am 0
The March 2013 issue of the ESOP Report is now available for download on The ESOP Association’s website. To download 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 on Meet & Learn. A link to the ESOP Report is located on the left side menu.
Filed under: Member Services, Publication, ESOP Report Newsletter, March 2013 ESOP Report, Member Services, Publication
February 22, 2013 • 11:33 am 0
Did you know the ESOP Report, the newsletter of The ESOP Association, can be delivered to your inbox each month? It can.
If you would like to sign up for electronic delivery of the ESOP Report, please send an email to Amy Gwiazdowski, amy AT esopassociation.org, with your name, company, and email address. You must be a member of The ESOP Association to receive the ESOP Report.
Looking for a past issue? On the Association’s website, there’s an archive of ESOP Report issues that goes back 12 years. To access archived issues of the newsletter, go to www.esopassociation.org, login at the top of the page, then click Meet & Learn. The link to the ESOP Report is located on the left side menu.
Filed under: Publication, Archived issues, Email newsletter sign-up, ESOP Report
February 14, 2013 • 11:32 am 0
The February 2013 issue of the ESOP Report is now available for download on The ESOP Association’s website. To download 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 on Meet & Learn. A link to the ESOP Report is located on the left side menu.
Filed under: Member Services, Publication, ESOP Report Newsletter, February 2013 Issue, Member Services, Publication
January 29, 2013 • 2:36 pm 0
Publications Highlight
ESOP Fiduciary Handbook
The ESOP Fiduciary Handbook — a resource for internal and external ESOP fiduciaries. This publication is authored by The ESOP Association’s Interdisciplinary ESOP Advisory Committee on Fiduciary Issues. Topics include: overview of fiduciary duties, prohibited transactions, governance of an ESOP company, valuing employer securities, how to survive an audit and much more. Available in print w/CD or CD only.
Members $100.00 Non-Members $350.00
Visit our website or call 202/293-2971 to purchase the
ESOP Fiduciary Handbook.
Filed under: Publication, Membership Services, Publications Highlight
January 18, 2013 • 1:43 pm 0
The January 2013 issue of the ESOP Report is now available for download on The ESOP Association’s website. To download 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 on Meet & Learn. A link to the ESOP Report is located on the left side menu.
Filed under: Publication, January 2013 ESOP Report Newsletter, News, Publication
December 18, 2012 • 10:30 am 0
The December 2012 issue of the ESOP Report is now available for download on The ESOP Association’s website. To download 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 on Meet & Learn. A link to the ESOP Report is located on the left side menu.
Filed under: Publication, December 2012 ESOP Report Newsletter, Publication
December 13, 2012 • 10:27 am 0
We highlighted the following publication at the recent 2012 Las Vegas Conference and Trade Show in November, but since many have asked about it, we thought we’d mention it here as well.
Publications Highlight
NEW — A Guide to Financing ESOP Transactions
Authored by top ESOP experts in the country, this book provides an overview of how ESOPs function and how they are financed. Chapters include the legal and structuring requirements of ESOPs and the loan requirements. The first two chapters are geared to both the advanced reader looking to brush up on some basic concepts, or for an individual relatively new to the world of ESOPs who wants a basic overview before diving into the more advanced technical information. The remaining four chapters delve into the detailed information that is the cornerstone of this book, including that what is most important to lenders involved in making ESOP loans, other professionals seeking guidance on how to better serve their clients and corporate executives active in corporate financings.
Chapter 1 – Tax Incentives for ESOP Companies
Chapter 2 – Legal Requirements for ESOPs
Chapter 3 – Underwriting Considerations in Financing ESOP Companies
Chapter 4 – Junior Debt
Chapter 5 – Equity
Chapter 6 – Documenting Loans to ESOP Companies
Glossary
Available as a book packaged with a CD, or electronic file format. Over 100 pages in length.
Members $50 / Non-Members $150 (plus S&H)
To order A Guide to Financing ESOP Transactions, visit the website, or call 202/293-2971.
Filed under: Member Services, Publication, Financing ESOP Transaction, Membership Services, Publication Highlight
November 19, 2012 • 1:28 pm 0
The November 2012 issue of the ESOP Report is now available for download on The ESOP Association’s website. To download 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 on Meet & Learn. A link to the ESOP Report is located on the left side menu.
Filed under: Member Services, Publication, ESOP Report Newsletter, Membership Services, November 2012 Issue, Publication
|
