January 2015 ESOP Report

The January 2015 ESOP Report newsletter 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.


2015 Calendar of Events

Following is a list of ESOP Association events taking place in January 2015. Additional events can be found on the calendar.

January 12 – 15, 2015
Employee Ownership Foundation & University of Pennsylvania’s School of Social Policy & Practice
Leading in an Ownership Setting: The Program for CEOs – Session II
Inn at Penn
University of Pennsylvania
Philadelphia, PA
Contact Rosemary Clements (202) 293-2971 or rose@esopassociation.org

Registration, Tuition & Hotel Information


January 14, 2015
New South Chapter 
2015 ESOP CEO Roundtable – hosted by tvdesign – Atlanta
Thompson, Ventulett, Stainback & Associates Inc.
1230 Peachtree St. NE
2700 Promenade
Atlanta, GA 30309

2015 New South Chapter Sponsorship Form

For more information contact Donna Walseth at dwalseth@esopexec.org or 763.785.4122


January 22, 2015
Minnesota-Dakotas Chapter
2015 Winter Meeting – Minneapolis, MN
Ramada Plaza
1330 Industrial Blvd.
Minneapolis, MN 55413

CEO, CFO, and HR Roundtables will also be held at this conference.  There is a $25.00 registration fee for each Roundtable attendee.  Roundtables will be held on January 22nd from 7:30 am until 9:30 am.

Click to register


January 30, 2015
Southwest Chapter 
Board Governance Symposium 2015 – San Antonio
Hotel Contessa
306 West Market Street
San Antonio, TX

Attendance will be limited to 35 attendees consisting of ESOP company board members and ESOP company executives who frequently interact with the board on ESOP related matters.

Overnight Accommodations:  A limited number of rooms have been reserved at a rate of $169 per night plus tax. After January 9th rooms will be subject to availability and at regular hotel pricing. For room reservations contact the Hotel Contessa. Phone 866-435-0900. Mention the SW Chapter of The ESOP Association to get conference pricing.

For more information contact Jim Schranz at 903.575.7345 or via e-mail at jschranz7@gmail.com


January 30, 2015
New England Chapter 
2015 NE Strategic Planning Retreat
Surry, NH
Please RSVP to sdennis@esopexec.org

There is a block of hotel rooms at The Keene Courtyard Marriott in Keene, NH.  Our discounted room rate is $119/night.  Please call (603) 354 – 7900 to make your reservation.