The ESOP Association Blog

Covering ESOPs and employee ownership

2014 Employee Ownership Month Poster

EPEOM2014emailsmallOrder the Award Winning 2014 Employee Ownership Month Poster “We Own Our Future” today.

October is Employee Ownership Month. Order the Award Winning 2014 Employee Ownership Month Poster “We Own Our Future” today.

Member Price: $10.00
Non-Member Price: $12.00

Order EOM posters here!

Poster designed by ESOP Association member Entertainment Partners. Celebrate employee ownership through an ESOP with this ESOP communication poster adorning your company’s work area, office walls, cafeteria, break room, shop floor, warehouse and at your Employee Ownership Month celebrations.

Posters will ship in September.

Filed under: Employee Ownership Month (EOM),

Employee Ownership Month 2014

Employee Ownership Month 2014 –

Download Your Press & Event Planning Kit Today

Every October, The ESOP Association and its members celebrate Employee Ownership Month (EOM). Each summer, the Press & Event Planning Kit, which highlights EOM activities of ESOP Association members, is shared with all corporate members to help generate event ideas.


You can now download your copy of the 2014 Press & Event Planning Kit from The ESOP Association’s website. (Note: This is a large file. It may take time to download.)

EOM is a celebration of the incredible spirit of employee ownership and an opportunity to educate employee owners about the tremendous benefits of ESOPs. It’s also an opportunity to educate the public, elected officials, and the media as to why employee ownership through ESOPs is good public policy and this Kit will help you in your endeavors.

A special message from ESOP Association President, J. Michael Keeling:

“It is with significant pride that The ESOP Association provides this one of a kind Press & Event Planning Kit, or EOM Kit, to members. While it may sound like bragging, this attractive document is really an activities, advocacy, media, and even a marketing kit, in one. I feel comfortable that if any company went to a reputable inside-the-beltway public relations firm focused on public policy for such a document, the price tag would run in the thousands of dollars if developed from scratch. And, each year, the local and national recognition of ESOP companies’ activities during EOM becomes more prominent, helping our community make the case to our national decision makers that ESOPs are our best national jobs and retirement savings policy. Let us know if you have questions about using the Kit.”

Get started TODAY! Download your copy of the 2014 Press & Event Planning Kit.

If you have questions or would like to submit stories and photos about your EOM events, please send an email to media AT

You will receive in the coming weeks a complimentary copy of this year’s winning poster designed by Entertainment Partners located in Burbank, California (pictured at top).

Additional copies of the poster can be ordered online.

Filed under: Employee Ownership Month (EOM),

2014 Las Vegas Conference and Trade Show: Agenda & Trade Show Info Updated

esop-slide-template - 2014 Vegas Conference

The 2014 Preliminary Agenda for the Las Vegas Conference and Trade Show is now available.


While every ESOP company executive, participant and the professionals who provide services to ESOPs can breathe easy that so far ESOP laws are faring well as Congress considers tax reform, the past six months have created new perplexing developments arising from a Supreme Court ESOP case, and detailed outcome in lawsuits brought by DOL against ESOP fiduciaries.  If ever an ESOP fan needed to hear the “best” analysis of these developments and how they may affect his or her ESOP, it is now; and these new developments will be front and center in discussions, formal and informal at the 2014 Las Vegas Conference and Trade Show, as evidenced by the descriptions of topics.

In sum The 2014 Las Vegas Conference and Trade Show will review developments not ever foreseen at the 2013 Conference and Trade Show.

Also, click below for the 2014 tradeshow information.


If questions, you may call The ESOP Association at 202-293-2971 and ask for Maya Van Buren or Rosemary Clements, or send an email to:

The ESOP Association: Where the ESOP Community Meets


Filed under: Conference Information,

August 2014 Chapter Events

ESOP events in your area! Take a look at a few Chapter events we have going on this August.

August 7, 2014
Michigan Chapter
4th Annual CEO / CFO Roundtable
Cascade Hills Country Club
Grand Rapids, MI  49546
Contact: Karrie Imbrogno at 440.989.1552 or

August 14 – 15, 2014
Carolinas Chapter
2014 7th Annual ESOP U Agenda Carolinas
Pinehurst Resort
Pinehurst, NC
Contact: Donna Walseth @ or (763) 785-4122

August 27, 2014
Ohio/Kentucky and Indiana Chapters
13th Annual Tri-State ESOP Conference
Crowne Plaza Louisville Airport Hotel
Louisville, KY  40209
Contact: Karrie Imbrogno at 440.989.1552 or

August 28, 2014
Minnesota/Dakotas Chapter
Eggs and ESOP Meeting
Hosted by Hisco
13000 Wilfred Lane
Rogers, MN  55374
Contact: Sue Crockett at or (612) 872-4375

Filed under: Chapter News,

July 2014 Link Round-Up

SEL employee owners share experiences with Illinois Congressman

Congressional visits by ESOP Association members during this year’s Annual Conference

An article by Dr. Joseph Blasi: The Founding Fathers Feared a Powerful One Percent

A few ESOP articles of interest

July ESOP Report was posted

We talked about the Iowa Economic Development Authority’s ESOP Initiative Program

Some more ESOP news highlights

The 2014 Employee Owner Retreat is getting close

2014 Summer Advocacy Kits are available

Filed under: Government Affairs, Member Services, News Links, ,

2014 Summer Advocacy Kits Available

The updated 2014 Advocacy Kit and 2014 Congressional Visit Kit are now available. Copies of the 2014 Summer Kits can be downloaded from The ESOP Association’s website. Links are below as well for your convenience.

Now is the time to meet with your member of Congress and talk up your ESOP. Really want to make a statement? Invite your member of Congress to your company for a visit. Show them what employee ownership means, first hand.

Summer 2014 Advocacy Kit – July 2014

Summer 2014 Congressional Visit Kit – July 2014

Filed under: Government Affairs, ,

2014 Employee Owner Retreat

The Employee Owner Retreat is a course in capitalism for average pay employees that enhances each participant’s understanding of, and contribution to, her or his ESOP company.

2014 Employee Owner Retreat

August 14 – 16, 2014

Doubletree Suites

2111 Butterfield Rd

Downers Grove, IL 60515

Who Should Attend?

While any employee owner is welcome, the program is designed primarily to give hourly and salaried non-managerial employees an opportunity to learn with and from their peers. Typically, attendees come from outstanding ESOP companies, both service and manufacturing, where developing a culture of ownership is considered an important aspect of corporate success.

“I have attended four Employee Owner Retreats as an observer and can personally attest that the program is unique and inspiring,” said Employee Ownership Foundation President, J. Michael Keeling. “It is an incredible educational experience that energizes attendees and maximizes the company’s performance.”

Program Information

Registration Information


Questions? Contact: Maya Van Buren 202-293-2971, or Chris Cooper at the Ohio Employee Ownership Center 330-672-0338,

Filed under: Conference Information,

ESOP News Highlights

We’d thought we’d share an article in the Minneapolis Star Tribune that highlighted two ESOP Association members: Christensen Group Insurance and Windings Inc.

St. Anthony: Employee ownership can be a winning formula

Also, Dr. Joseph Blasi’s op-ed in the Los Angeles Times is also worth a read.

If Democrats really want to address inequality, they need new ideas

Enjoy this Wednesday reading.

Got an interesting article to share, drop us an email, media AT

Filed under: Employee Ownership Message, , ,

Iowa Economic Development Authority’s ESOP Initiative Program

The Iowa Economic Development Authority (IEDA) has a new ESOP initiative program. According to the IEDA website:

“In addition to the general economic benefits, the IEDA believes that ESOPs are a promising tool for retaining businesses in Iowa communities. Across the state, there are businesses that have been operated in local communities for many years by owners committed to the welfare of the community. But when those owners wish to retire or to start a new business, they often need to sell the business. It can be a great thing for the community if the business is sold to the employees, through an ESOP, rather than to an out-of-state buyer that may shift jobs and profits out of the community. For these reasons, the State of Iowa recently passed two pieces of ESOP-related legislation.”

The ESOP Association’s Iowa/Nebraska Chapter recently hosted an ESOP Professional Roundtable where this initiative was a topic of discussion. Additional information can be found on the IEDA website including information about the ESOP formation assistance program which will help Iowa companies interested in ESOPs to defray the costs of the feasibility study.

“This is very positive evidence of a cost effective state program to promote ESOPs,” said ESOP Association President, J. Michael Keeling. “It’s very encouraging to see states considering programs to facilitate ESOP creation; clearly more state officers are seeing the benefits that employee-owned companies bring to the local economy. Iowa is certainly a leader on the local ESOP front — kudos to our Iowa Chapter leaders.”

Filed under: Chapter News, Economic Performance, Employee Ownership Message, , , ,

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, ,

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