A Bite-Sized EO Newsletter

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Oct 28, 2024

A bite-sized newsletter with new EO updates and events! 🍫

We’ve been busy: Dr. Hand and TXCEO Taylor Knickel spoke this week at Paul Quinn College, host of Dallas’s annual social venture conference
Dr. Hand also traveled with Harvard’s Nien-hê Hsieh and Tony Guidotti to Live Oak Living, which will soon be Texas’s third employee ownership trust
And in December, Dr. Hand will co-host a conversation on shared ownership at Oxford University’s Skoll Centre Community Convening (email for details!)
Meanwhile, the Colorado Health Foundation hosted The Power of Employee Ownership: A Colorado & National Conversation
And the Rutgers Institute announced the launch of the University Consortium on Employee Share Ownership

The U.S. Federation of Worker Cooperatives celebrates the 2024 worker co-ops and cooperators of the year
The Washington Center for Employee Ownership (WACEO) recently hired its first director, Patricia Kwan
The Employee Ownership Foundation’s ESOPATHON fundraising program has raised $381,976 to help employee owners set up their own charitable fundraising webpage. EOF is also partnering with the University of Virginia’s Darden School of Business to expand ESOP Executive Education

Matt Helmer and Maureen Conway highlight the potential of employee ownership to reduce high turnover in businesses, as Congress reauthorizes the Workforce Innovation and Opportunity Act (WIOA)
John Guzek and Ashley Whillians offer insights on overcoming barriers to employee ownership in their latest publication, Overcoming Barriers to Employee Ownership: Insights from Small and Medium Sized Businesses
Axios HR celebrates ESOP Month by highlighting how employee ownership fosters economic resilience
The Business Journals highlights the vital role of employee ownership in shaping Kansas City’s economic landscape
New Private Markets explains the various benefits of employee ownership for both businesses and employees
Long Island Business News discusses how ESOPs serve as valuable exit ramps for business owners

October 28: Join Transform Finance at their SOCAP Community Gathering; register here
🆕 | October 29: Join Sheryl Bayani-Alzona of Employee Benefits Law Group PC, and Natasha Fedder of Scale LLP for a discussion of the IRS and DOL, their regulatory authority and investigative process, and potential areas of focus. Register here
November 1: B Local Texas hosts its Purposeful Networking Mixer: Meet between the Wines in Dallas
🆕 | November 21: Join NCEO for Game Changer: ESOPs for CPAs and their Clients
🆕 | November 21: Join Project Equity’s last LIVE webinar: Sell Your Business & Attract & Retain Employees
🆕 | November 22: Join the 7th Annual Private Equity and Employee Share Ownership Symposium; register here
December 4: The 2nd Annual Ownership Economy Summit in New York City. Register here
🆕 | Jan 10-12: the Rutgers Institute hosts its annual Kelso Workshop
January 13-17, 2025: Registration is here for The 59th Annual Heckerling Institute on Estate Planning which will explore the use of purpose trusts as a new approach for business succession
February 20, 2025: Attend “The Employee Ownership Transition: A Deep Dive” a workshop for insights on the process of selling to an employee ownership trust (in Scotland)

ICYMI

Jon Shell shares the launching of his new website focused on employee ownership trusts in Canada. Check out his explainer video, too!
Read about Why Inequality Matters (h/t David S.)

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EO+WD | Employee Ownership + Workplace Democracy