Ownership Vision to Employee-Owner–Driven Execution

A Roadmap for Committees to Facilitate Ownership Thinking and Behavior A manager once asked me to complete a fairly large and complicated project without any guidance or direction on important tools to use, nor any tips on how to solve fairly common problems.

Owners’ Page: Employee Ownership as Community

For most employees, especially of large public companies, the company is a collection of individuals. Employee efforts to help the company may help them to get promotions or a bonus, but in most cases have little direct effect on other employees.
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Patterns in ESOP Fiduciary Insurance Coverage

We are often asked by ESOP companies to provide advice on what insurance policy limits they should purchase for these coverages. This report is an update of previous benchmarking reports provided in the last 15 years and offers answers to these questions for ESOP companies. This is the only benchmarking report strictly based on ESOP company data and obtained from the over 350 policyholders in this affinity insurance program.
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Playing Games to Communicate an ESOP at Morton Buildings

One of the most popular sessions at the recent NCEO virtual conference was by Sandy Kostouros, corporate communications manager of Morton Buildings, a 100% ESOP company with more than 1,800 employees in 43 states.

Potential of Employee Ownership: The IRS, ESOPs, and the Greater Good

On August 8, the IRS issued a press release warning about tax avoidance in employee stock ownership plan (ESOP) transactions. It is not clear what prompted the memo or whether there are any specific transactions that the IRS is investigating.
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