THE ESOP ASSOCIATIONPub 78
Pub 78
Programs
Management and Leadership Conferences
CONFERENCES, WEBINARS, AND ROUNDTABLES: OVER 11,600 ATTENDEES, MOSTLY EMPLOYEES OF ASSOCIATION MEMBERS, ATTENDED FOUR NATIONAL CONFERENCES, OVER 80 LOCAL, STATE, AND REGIONAL ROUNDTABLES, SEMINARS, AND CONFERENCES IN 2024. THESE GATHERINGS FOCUSED PRIMARILY ON MANAGEMENT AND LEADERSHIP LEARNING TO IMPROVE CORPORATE MEMBERS' OWNERSHIP CULTURE THAT RESEARCH AND DATA INDICATES LEADS TO MORE PRODUCTIVE AND PROFITABLE EMPLOYEE-OWNED COMPANIES. SECONDARILY, THE EDUCATION FOCUSED ON THE MANY LAWS AND REGULATIONS, JUDICIAL RULINGS THAT MUST BE COMPLIED WITH BY CORPORATIONS SPONSORING AN EMPLOYEE STOCK OWNERSHIP PLAN.GeographiesNot indicatedDatesJan 1, 2024 – Dec 31, 2024Source990No causes providedNo populations provided––ESOP Membership Services
MEMBERSHIP: APPROXIMATELY 3,000 MEMBERS ARE PROVIDED INFORMATION ABOUT DEVELOPMENTS WITH REGARD TO FEDERAL GOVERNMENT LEGISLATIVE, REGULATORY, AND JUDICIAL ACTIVITIES DIRECTLY IMPACTING THE OPERATION AND CREATION OF ESOPS BY U.S. CORPORATIONS, VIA WRITTEN MATERIALS, SOCIAL MEDIA, AND WEBSITE POSTINGS. THE ASSOCIATION STAFF PROVIDES PRESENTATIONS TO THE MANY CONFERENCES AND MEETINGS NOTED IN 4A ABOVE. THE ASSOCIATION SELLS WRITTEN MATERIALS, AND ELECTRONIC MATERIALS ON THE OPERATION OF ESOPS IN A MANNER THAT IMPROVES CORPORATE PERFORMANCE, AND COMPLIES WITH LAW AND REGULATIONS.GeographiesNot indicatedDatesJan 1, 2024 – Dec 31, 2024Source990No causes providedNo populations provided––Government Relations for ESOPs
GOVERNMENT RELATIONS: IN ACCORD WITH ITS (C)(6) STATUS, THE ASSOCIATION PROVIDES REPRESENTATION SERVICES TO ITS MEMBERS, OR LOBBYING SERVICES, BY INTERACTING WITH ITS MEMBERS TO EXPRESS THEIR POSITIONS ON LEGISLATION AND REGULATIONS THAT IMPACT, OR MAY IMPACT ESOP OPERATIONS AND CREATION, AND BY INTERACTING WITH OFFICES OF CONGRESS, CERTAIN REGULATORY AGENCIES, PRIMARILY THE IRS AND DEPARTMENT OF LABOR, AND ON OCCASION BY FILING AMICUS BRIEFS IN SIGNIFICANT LAWSUITS THAT MAY IMPACT ESOP OPERATION AND CREATION.GeographiesNot indicatedDatesJan 1, 2024 – Dec 31, 2024Source990No causes providedNo populations provided––
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