Your resource list
We're so happy you scanned in to view the resources from our Member Lounge.
Resources from our slideshow
Pre-Feasibility
New ESOP
- "Do That With Your ESOP" webinar replay
- Recruitment & Retention Toolkit
- Resources for New ESOPs webpage
Communications Committee
Finance
- ESOP Finance Working Group
- The 2025 ESOP Executive and Director Compensation Survey
- Acquisition Strategies for ESOP Companies, 3rd Ed.
- Repurchase Obligation Toolkit
Repurchase Obligation
Mature ESOP
- Leadership Development and Succession, 2nd Ed.
- Article: “How Should You Releverage Your ESOP?“
- CEO Peer Network
- Acquisition Strategies for ESOP Companies, 3rd Ed.
Service Provider
- Service Provider Peer Network
- Speaking opportunities at webinars and in-person events
- CEP Institute Exam Prep Course
- Continuing Education credits (in-person events, Service Provider webinar series)
Employee Owner
- “How an Employee Stock Ownership Plan (ESOP) Works“ webpage
- An Introduction to ESOPs, 21st ed.
- Ownership in Action Series: New Manager Workshop
- Rising Leaders Peer Network
Board Member
- Board Plan Workbook (from our Document Library; click "Trustee and Governance Issues" tab, scroll to the bottom)
- The ESOP Company Board Handbook, 3rd Ed.
- Background packet for board candidates (from our Document Library; click "Trustee and Governance Issues" tab, scroll to the bottom)
- Article: "Fiduciary Duties: How ESOP Boards and Trustees Interact"
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Contact the NCEO Membership team
Contact the NCEO Membership Team at membership@nceo.org with any requests, including:
- Requests for deeper-dive resources to fit your situation
- Connect with other members to network and learn
- And anything else you may need.