Employee Ownership Blog

Loren Rodgers

Get the Most Out of the Fall ESOP Forum

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.

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Timothy Garbinsky

What Does It Mean to Achieve in 2021?

Every year around this time, I get excited about our Fall ESOP Forum, taking place this year from September 22 to 24 online. It serves as both a welcome reprieve from the late summer/early autumn doldrums and an augmentation of Employee Ownership Month, which falls directly on its heels. It also provides a yearly opportunity to take stock of the past year while looking forward to what the upcoming year might have in store for us.

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Loren Rodgers

Using Employee Ownership to Recruit New Employees

Businesses across the country are struggling to find, hire, and retain the employees they need, so this finding from the General Social Survey (reported on in our blog) should be welcome news to everyone responsible for recruiting at an employee-owned company: “Democrat or Republican, female or male, black or white, union or non-union, a majority of respondents said they prefer to work for a company with employee share ownership.”

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Corey Rosen

Australian Legislative Committee Urges Consideration of Employee Ownership Trusts

Employee ownership in Australia is limited primarily to employee stock purchase plans and employee equity grant programs such as stock options, although some advisors have figured out ways to create something that looks somewhat like a U.S. ESOP. A new report from the House of Representatives Standing Committee on Tax and Revenue titled Owning a Share of Your Work: Tax Treatment of Employee Share Schemes discusses the state of stock plans in the country.

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Corey Rosen

Conservative Party in Canada Endorses Employee Ownership Incentives

In its new election platform, the Conservative Party in Canada joins the ruling Liberal Party in pushing for major changes in Canadian law to create an employee ownership structure similar to ESOPs in the U.S. and employee ownership trusts in the UK. The Liberals had already included proposals to promote employee ownership in their proposed budget. The Conservatives endorsed providing capital gain deferrals for owners selling to employee ownership trusts as well as government support to help finance the sales.

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