NCEO members are entitled to a variety of benefits and practical resources.
Looking for new member account setup?
Find account setup instructions and resource pointers here.
Webinars
View live webinars most Tuesdays at 9:30 a.m. Pacific Time or access our library of recorded webinars 24/7.
- Live Webinar Access Information
- Registration for Participants Requesting Continuing Education Credit
- Continuing Education Information
The Employee Ownership Report
Stay up to date with our monthly members’ newsletter with sections on news, best practices, ESOP company stories, and more.
Resource Toolkits
In effort to better curate over 40 years of NCEO resources, we have launched a series of toolkits on popular ESOP topics. These toolkits consist of a variety of informational formats, including articles, template documents, webinars, presentations, directories, and more, to give a 360 view of:
- ESOP Pre-Feasibility
- Being Acquired by an ESOP Company
- Finance and Lending
- EO Month Toolkit
- Recruitment and Retention
- Corporate Governance and Boards of Directors
- Repurchase Obligation
These toolkits will add more resources over time and we will continue to add more toolkits on in-demand topics. Be sure to check back for the latest ESOP information.
The Download is solutions-focused, member exclusive content provided on a monthly basis. These resources have been designed for use by the employee-owners at your company and can be passed on as-is or with minimal adaptation to include the specifics of your plan. A selected resource will be emailed to members each month, and all content can also be found on this page, including a communication plan for anyone interested in annual planning.
Ready-to-use Documents
Save time and energy with sample documents and checklists from trusted sources. Documents range from a trustee checklist for setting up an ESOP to sample responses to acquisition offers.
Exclusive Networking Opportunities
Learning from and with other ESOP companies is one of the most effective ways to supercharge your ESOP practices and performance. Meet your NCEO company peers to discuss everything from leadership and succession, to communication and engagement, to valuation and transaction issues.
See all NCEO Company Networking and Training opportunities.
ESOP Q&A Database
Search our database of hundreds of employee ownership questions and answers.
Reports on ESOP company research
Read results of our research on ESOP companies, like our Repurchase Obligation and Executive Compensation surveys and more.
Captive insurance for ESOP members
The NCEO’s captive insurance, currently in formation, will allow members to better manage insurance coverage and reduce costs. To learn more, go to our insurance page or contact Suzanne Vinson ([email protected]).
State and Industry ESOP Fact Sheets
Curious about ESOP companies in your state or industry? Find PowerPoint slides with an overview of ESOPs in each state or each of the largest ESOP industries.
Member badges
Show your NCEO member pride by downloading a member badge for your digital or printed materials.
Preferential Prices
Get discounted member prices on almost every resource we produce, including events, publications, research, and more.
Personalized Support
Call or email our expert staff with employee ownership questions.