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The ESOP Company Board Handbook: A practical, up-to-date guide for board members in ESOP companies that discusses crucial issues and best practices.
ESOP Executive and Director Compensation Survey: This yearly survey contains benchmark data on both executive and board director positions. The report includes base pay, cash incentives, stock-based compensation, and retirement contributions for common executive positions at ESOP companies.
ESOPs and Corporate Governance: An in-depth publication that explores corporate governance in ESOP companies.

CEO Network: Whether your company is in growth mode or is in a rebuilding year, the CEO Network is a great place to explore ideas with your peers.
Selling to an ESOP and Financing the Deal: A detailed guide for owners, managers, and advisors of closely held businesses considering a sale to an ESOP.
Sustainable ESOPs: Discusses how to remain successfully employee-owned for the long term.
NCEO Webinars: (free for NCEO members): Up-to-date information presented by experts. Always educational, never promotional. 9:30–10:30 AM PST most Tuesdays.

Finance Toolkit: Get help securing financing, either for an ESOP transaction or commercial lending, and learn best practices when seeking financing
Lender Directory: Find banks and non-bank lenders with ESOP experience
ESOP Finance Working Group: a small group of finance-focused professionals from NCEO member companies. Discuss tools, ideas, advisors, and governance.
NCEO Webinars: (free for NCEO members): Up-to-date information presented by experts. Always educational, never promotional. 9:30–10:30 AM PST most Tuesdays.

Innovative Communication Coalition: Get together with other communications professionals at employee owned companies to create and share communication initiatives, activities, and projects that make employee ownership stronger.
The ESOP Communication Committee Guide: A complete guide to developing and improving ESOP committees, with case studies.
Beyond Engagement: Explore what it means to be a leader in an employee-owned company.
Online ESOP Training: This comprehensive, self-paced educational program includes five ESOP focused mini-courses on ESOP Basics, ESOP Communication and Culture Issues, ESOP Financial Issues, ESOP Governance, and ESOP Plan Operations.
Ownership: Reinventing Companies, Capitalism, and Who Owns What: How employee ownership originated, how it works now, and what needs to be done to expand it.
The Download: These easy communication resources have been designed for use by employee-owners at your company and can be passed on as-is or with minimal adaptation to include the specifics of your plan.

Recruitment & Retention Toolkit: Resources to help improve your ability to both recruit and retain employee-owners.
Online ESOP Training: This comprehensive, self-paced educational program includes five mini-courses focused on ESOP Basics, ESOP Communication and Culture Issues, ESOP Financial Issues, ESOP Governance, and ESOP Plan Operations.
NCEO Webinars (free for NCEO members): Up-to-date information presented by experts. Always educational, never promotional. 9:30–10:30 AM PST most Tuesdays.

Pre-Feasibility Toolkit: a collection of resources to help determine if an ESOP is right for your business, and, if so, what steps to take next. You can also run the numbers with the ESOP Tax Advantage Calculator.
Repurchase Obligation Toolkit: This toolkit is a guide to the NCEO resources that can help you adequately plan for your repurchase obligation and become a more sustainable ESOP company.
Lessons from Recent ESOP Litigation: A fresh look at what we can learn from trends in ESOP litigation in the last few years.
Online ESOP Training: This comprehensive, self-paced educational program includes five mini-courses focused on ESOP Basics, ESOP Communication and Culture Issues, ESOP Financial Issues, ESOP Governance, and ESOP Plan Operations.
Community Conversations: Expert-led discussions on timely employee ownership topics, free and open to the public.

Recruitment & Retention Toolkit
This toolkit provides an overview of the key steps in recruiting and retention as well as guidance specific to different stages in an employee-owner’s lifecycle, from onboarding to long-tenure employees.
ESOPs for Employee-Owners: An in-depth guide to employee stock ownership plans for plan participants customizable for your company.
The ESOP Communication Committee Guide: A complete guide to developing and improving ESOP committees, with case studies.
HR Peer Networking Group: Join a community of passionate and like-minded individuals who are eager to share their knowledge and experience in the field. Share HR questions, ideas, and initiatives that make employee ownership stronger.
NCEO Webinars:(free for NCEO members): Up-to-date information presented by experts. Always educational, never promotional. 9:30–10:30 AM PST most Tuesdays.

Employee Ownership for Business Advisors: Start here to see how the NCEO can help you deepen your expertise and help the community.
NCEO Webinars: (free for NCEO members): Up-to-date information presented by experts. We now have a Service Provider-specific webinar series. Check the webinars page for upcoming sessions.
2025 National ESOP Database: A comprehensive nationwide database of ESOPs, suitable for B2B outreach, marketing, or policy research.

The Fiduciary’s Guide to ESOP Valuation: Written to teach inside ESOP trustees, company leaders, board members, and others how ESOP valuation works, how control is treated nowadays, how to read and understand a valuation report, and how to select an appraiser.
The Inside ESOP Fiduciary Handbook: An essential resource for any inside fiduciary at an ESOP company, this book alerts the reader to key considerations, including ESOP basics, fiduciary issues, valuation scenarios fiduciaries may face, working with appraisers, board-trustee interactions, and fiduciary insurance.

Ownership in Action Series | New Manager Workshop | Denver: A transformative 1.5-day workshop designed to equip new ESOP managers with the essential knowledge and leadership skills needed to excel in employee-owned companies.
Understanding ESOPs: A general guide to ESOPs for public and private companies alike.
ESOPs for Employee-Owners: An in-depth, customizable guide to employee stock ownership plans for plan participants.
NCEO Webinars: (free for NCEO members): Up-to-date information presented by experts. Always educational, never promotional. 9:30–10:30 AM PST most Tuesdays.

An Introduction to ESOPs: This concise book explains the rules, uses, benefits, and other aspects of employee stock ownership plans.
ESOPs for Employee-Owners: An in-depth, customizable guide to employee stock ownership plans for plan participants.
Understanding ESOPs: A general guide to ESOPs for public and private companies alike.
NCEO Webinars: (free for NCEO members): Up-to-date information presented by experts. Always educational, never promotional. 9:30–10:30 AM PST most Tuesdays.

2026 Annual Conference NCEO Resource Guide