The ESOP Association Adopts New Strategic Plan

ESOP Association Chair, Cindy Turcot, COO of Gardener’s Supply Company in Burlington, Vermont, led the initiative for a new Strategic Plan for the Association, the fifth plan since 1993. The new Plan discusses several issues important to the Association and membership alike including: outreach; programs and services; membership value and retention; collaboration/competition; governance structure and management; and advocacy.

The three to five year Strategic Plan will align and leverage the Association to deliver valuable membership services and will align and leverage its Foundation for outreach using campaign driven methods to greatly expand employee ownership as a movement in America.

The new Strategic Plan is available on The ESOP Association’s website.

If there are questions or comments, please send an email to Michael AT

Strategic Plan Cover

July 2015 Link Round Up

It’s that time again…see what you might have missed this month.


Booth Sales Open for 2015 Las Vegas Conference & Trade Show


ESOP Association President Comments on the Passing of Carolyn B. Long


Raise the Bar: More Pro-ESOP Bill Sponsors Needed


ESOP Chapter Membership


2015 Summer Advocacy Kits Available


New Center for American Progress Report Touts Capitalism for Everyone


Discussions of Capitalism

ESOP Company News for July

July 2015 Legislative Update

The July 2015 ESOP Report was published

Publications Highlight: Administration Handbook

Mid-Atlantic Chapter Round Table Re-Cap

2015 Las Vegas Conference and Trade Show Preliminary Agenda released

RELEASE: Expansion of S ESOPs Recommended by Senate Finance Committee’s Tax Reform Working Group on Savings & Investment

Welcome New ESOP Association Professional Members

Northwest Chapter News

Information on the Las Vegas Conference and Trade Show

Publications Highlight: ESOP Association Administration Handbook

Publications Highlight:

ESOP Association Administration Handbook (Book & Flash Drive)
Designed as an overview and checklist of the entire administration process, this Handbook, produced by the Association’s ESOP Administration Committee, is invaluable to in-house administrators, administrative committee members, and officers and management personnel responsible for administration of their company’s ESOP. Chapters include: disclosure requirements, contributions and dividends, ESOPs sponsored by S corporations, 401(k) arrangements and ESOPs, compliance testing, diversification requirements and other critical issues.  Includes book and flash drive.
Members $150 / Non-members $400

June 2015 Roundup

It’s the last day of June so a monthly wrap-up it is!

Upcoming 2015 July events

Support for ESOPs

The June 2015 Washington Report from the ESOP Report

Welcome to new corporate members

We shared a pic of the 2015 Employee Ownership Month Poster Contest winner

Show your ownership spirit

The June 2015 ESOP Report was published

Registration is now open for the 2015 Employee Owner Retreat

Jobs remained stable in the employee stock ownership sector

ESOP advocates list

Spring Advocacy Kits

Dates announced for the 2015 Employee Owner Retreat

We noted how to access Issue Briefs and the Membership Directory on the website

Carris Reels beats the drum for ESOPs

How to Access Issue Briefs and the 2015 Membership Directory

As a member, did you know that you can access all ESOP Association Issue Briefs and the current 2015 Membership Directory online? Start at For Issue Briefs, click Explore; from there go to the Issue Briefs link in the navigation. Or use this link. All Issue Briefs are downloadable and free to members.

Issue Brief

For the 2015 Directory, click Network and then Membership Directory in the navigation. Or use this handy link.


Please note that to access the Issue Briefs and the Membership Directory, you need to be logged in as a member.

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 or problems with login, please send an email to

May 2015 Link Round Up

It’s June 1 it is which means this is your May news re-cap.

Leading in an Ownership Setting: The Program for CEOs

New Spring Advocacy Kit is available

We talked pro-ESOP legislation

We provided a legislative update on H.R. 2096 and S. 1212

May 2015 ESOP Report was published

We shared some talk about ESOPs

We talked ESOP company news

Dates were announced for the 2015 Employee Owner Retreat

S. 1212 was introduced in the Senate

Congrats to the 2015 ESOP Award & AACE Award winners

The 2015 Annual Conference App was announced

We connected at the Annual Conference with members

We announced new Chairs!