Policy Envy, Building a Movement + A New Guest Author
EO+WD Weekend Newsletter, Vol.75
Welcome Back
Employee Ownership Month is complete. We did it!
📝 What We’ve Been Writing
Guest author Andrea Steffes-Tuttle discusses the Colorado Health Foundation’s recent event focused on expanding the employee ownership movement
Tiffany reflects on a new paper about the barriers hindering potential growth of ESOPs
Dr. Hand is all eyes on the US election this week; read about it on the latest issue of The Runaround, that other newsletter
If you’d like to be our next guest author on EO+WD, email us!
🗞️ News To Know
Over in the UK, employee ownership advocates are jazzed about helpful changes to laws supporting EO conversions
JPMorganChase welcomes Douglas Dell as an Executive Director ESOP Advisory Group and Vice Chair of the Colorado Employee Ownership commission
They also announced more than $2 million in support of employee ownership initiatives
Corey Rosen of NCEO published a new white paper on private equity and employee ownership
A movement moment? PDI sent out their takeaways and a follow-up survey from their Building an Ownership Lens Investing Movement virtual convening
And Alison Lingane reflects on how to advance the Ownership Economy through a sustained movement
ICYMI: Impact investor Antony Bugg-Levine’s LinkedIn post on movement-building also made the rounds among employee ownership advocates last month
A thought bubble: What are the practical differences between building a movement and an industry?
🔍 Research & Analysis
Heather Braimbridge-Cox, President and CEO at Windings in Minnesota reflects on their transitioning journey in the latest episode of the Worker Co. podcast
The Aspen Institute’s Financial Security Program reflects on the ownership economy that took place last month and plans for 2025
Lisa M. Gomez shares insights gained from her involvement in the U.S. Department of Labor’s new Employee Ownership Initiative
Andrea Teres-Martinez highlights the partnership between the Rocky Mountain Employee Ownership Center and the Colorado Office of Economic Development and International Trade, aimed at assisting 12 rural businesses by covering 50% to 100% of the cost of technical assistance for converting to an EO structure
NH Business Review explains how an ESOP could be right for you
The Michigan Center for Employee Ownership highlights Moore+Bruggink, an engineering firm based in Grand Rapids, MI that has been employee owned for over six years
The first in a series from Oxford University's Saïd Business School’s Ownership Project 2.0, Succession Beyond the Family, covers the future of family office philanthropy
Steven Waldman suggests that Jeff Bezos should consider donating The Washington Post to a public charity. Why not a purpose trust, Jeff?
🌆 What’s Coming Up: Events
November 1: B Local Texas hosts its Purposeful Networking Mixer: Meet between the Wines in Dallas
🆕 | November 4: Join Jason Spicer on a presentation about his new book titled: Co-Operative Enterprise In Comparative Perspective on zoom, RSVP here
🆕 | November 6: Hear from the SBDC, SBA, MEDC, MDARD, at Acronym Soup in Gladwin, MI to access funding opportunities and support programs
🆕 | November 13-15: The ESOP Association invites you to their sessions aimed at educating members on the Canadian Employee Ownership Trust during its annual Employee Owned conference in Las Vegas, check out the program highlights and registration here
🆕 | November 19: Common Trust hosts Clegg Auto for their next Owners Session: Growth And Profit Sharing With Employee Ownership
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
🆕 | December 11: Join Rutgers’ hybrid workshop, Employee Stock Ownership Plans (ESOPs) and Labor Market Inequality: Investigating the Motherhood Penalty, Marriage Premium, and Racial Disparities
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 to business succession
🆕 | February 3-4: Registration is now open for, Is an ESOP Right for You? In Austin, TX
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)
🆕 | April 9-10 2025: Save this date for the Employee Ownership Ideas Forum in Washington DC & online! Join the EOP mailing list here to be notified as soon as tickets are available
🕰️ ICYMI
Jon Shell explains why The Ownership Fund invested in Common Trust
Check out Seven policies to mobilize private financing for the Ownership Economy by ImpactAlpha
Listen to more coverage on ImpactAlpha’s This Week in Impact podcast
