🌚 On the Road Again
Welcome Back!
Stay safe out there, sunchasers. Here’s a special Prof. Handcrafted newsletter for you:
What We’ve Been Working On
Jenny Everett, Natalie Reitman-White and I published a piece on purpose trust ownership in the Harvard Social Impact Review. Check it out! Thanks to readers Deepa and NJ for their help.
This week, EO+WD and our partners at Project Equity and Purpose Owned are excited to host our first in-person event in Washington, D.C. following the Employee Ownership Ideas Forum. Reach out to me for more details, and thanks to our Planning Committee for their support!
The Aspen EOP team has been pumping out content. Check out their briefs on participatory decision making and Advancing Equity Through Employee Ownership.
They also partnered with the Rutgers Institute’s Joseph Blasi on a FastCompany article, “Can employee ownership improve capitalism?”
The week before last, I spent a day at Text-em-All, an employee ownership trust, with the Common Trust team and owners of PPTs and EOTs. Some quick reflections with some gem quotes here; Common Trust’s press release about the event here.
Alejandro’s article summarizes ownership transition recommendations from Colorado’s Jason Weiner.
Also in Colorado: A new ESOP, converted with support from Apis & Heritage.
What We’ve Been Reading
The National Center for Employee Ownership (NCEO) just published its first book on EOTs! Congrats to you readers who contributed chapters.
What [Canadian] Clients Need to Know about Employee Ownership Trusts, a policy-heavy piece by Jonathan Got.
Impact Alpha’s Ownership beat is all over it, asking about EO and racial gaps, the work of the Unlock Ownership fund, and how many conferences are including EO.
The Ohio Employee Ownership Center is having its 38th (!) annual conference on April 18th. I’m particularly interested in it with TXCEO hat on.
On the policy front, New Jersey is making moves.
Three scholars explore The Challenges of Becoming a Less Hierarchical Company in the Harvard Business Review.
In Case You Missed It
If you’re an EOT/PPT owner and haven’t attended one of NCEO’s EOT Peer Gatherings, check them out!
I’ve been re-reading with interest Chris Michael’s Employee Ownership Trust History.
Keep an eye out for the recording of Transform Finance’s most recent webinar, Investing in Alternative Ownership Enterprise Funds: Insights from Investors.