Loren Rodgers
The ESOP Finance Working Group started as a small group of members that met at the 2021 Employee Ownership Conference. As time went on, this group evolved away from solely forecasting and discussed a broad range of finance-related issues facing ESOP companies.
Loren Rodgers
Sandy Kostouros’ (Morton Buildings) 2021 NCEO Annual Conference presentation inspired Lori Atone (TVF) to ask the NCEO to establish a creative coalition for employee-owners to collaborate on usable, replicable ideas and resources on communications while creating community and employee involvement.
Loren Rodgers
The Rutgers Institute for the Study of Employee Ownership and Profit Sharing is the academic home for the largest collection of scholars on employee ownership. On November 11, the Institute announced the 25 scholars who will have fellowships for the 2021–2022 academic year.
Loren Rodgers
Following its launch on September 23, the response to the NCEO’s members-only board excellence toolkit and candidate directory has been wonderful. If you haven’t taken a look yet, the toolkit has best practices, data, and sample documents to help your company build or maintain a high-achieving board of directors, especially with regard to independent directors.
Loren Rodgers
The NCEO's board excellence toolkit and candidate directory launched on September 23, 2021, during the Fall ESOP Forum.
Loren Rodgers
Long-time ESOP-owned company Clif Bar is running a one-minute advertisement during the 2021 World Series that prominently features Clif Bar's employee-owners showing pride in their product and their company, and introducing themselves and their coworkers as employee-owners.
Loren Rodgers
The NCEO recently published a table that highlights the main characteristics of four types of employee ownership, found in our web article Employee Ownership for Closely Held Companies: ESOPs, Equity Grants, Trusts, and Worker Cooperatives. The article explores tax treatment, typical uses, financial payout to employees, governance, typical costs, and more. It is a living document, and we welcome your feedback!
Loren Rodgers
An August 9 article by NCEO founder Corey Rosen on the website Governing, Employee-Owned Companies Could Use a Government Nudge, argues for state and local programs to provide outreach and technical assistance to help educate business owners about employee ownership. Rosen cites extensive research to make the case that promoting employee ownership is one of the most cost-effective economic development policies these entities can pursue. The article provides an overview of efforts in several states and local governments, with a major focus on Colorado (see our July 26 community conversation, How Colorado is Taking the Lead on Employee Ownership). Governing is a prominent website (formerly a print magazine) for state and local legislators and executives.
Loren Rodgers
You can get a big picture overview of all things related to making an ESOP company work well at the Fall ESOP Forum, but most people I talk with have one aspect of ESOPs at the top of mind. We structured the Fall Forum with four tracks so you can be confident that you can focus on building your knowledge and getting ideas you can implement. Get our Fall Forum curriculum guide (PDF) to help choose the best sessions to attend based on your areas of interest or job focus. See the Fall Forum program for a searchable list of sessions and speakers; you also can filter by track. If you haven't registered yet, be sure to register now.
