Announcing the NCEOX Collaboration

If you were not in Kansas City last week for the 2023 Employee Ownership Conference, I want to share an announcement I made:

Announcing “The Download,” a Monthly ESOP Communication Resource

ESOP companies are often on the lookout for good communication and education resources to support their efforts around employee onboarding and training, specifically ESOP literacy, ownership culture, and countless other issues. This is why we are thrilled to announce a new member benefit launching this month—The Download.

Apis & Heritage Releases First Annual Impact Report

Apis & Heritage Capital Partners (A&H), a middle-market mezzanine debt firm with the mission of closing the racial wealth gap using employee ownership, has released its first annual impact report, highlighting some of the successes of its initia

Applications Sought for 2021-2022 Rutgers Employee Ownership Fellowship Program

The Institute for the Study of Employee Ownership and Profit Sharing at the Rutgers School of Management and Labor Relations has opened applications for the J. Robert Beyster Fellowship, the Louis O. Kelso Fellowship, and other fellowships for the study of employee share ownership and profit sharing in the U.S. and internationally.

At the Intersection of ESOPs and DEI

We believe the same aspects that animate the ESOP world also animate the conversation around diversity, equity, and inclusion. A healthy ownership culture is, after all, an inclusive ownership culture. For this reason, the NCEO will host a DEI workshop starting July 29.

BDO Sets Up ESOP for Its Employees

BDO USA, the U.S.’s sixth-largest accounting and advisory firm, announced it will set up an ESOP that will buy a substantial minority interest in the company.

Biden Appointee Proposes Office of Employee Ownership

In a new report, Why Aren’t There More ESOPs: Assessing Barriers to ESOP Creation, Jared Bernstein, one of the three people Joe Biden named to the Council of Economic Advisers, urges