🍦The Latest Scoop on Employee Ownership
EO+WD Weekend Newsletter, Vol. 66
🤗 Welcome Back!
The hottest first week of school is over. If you’re in Texas, we hope you’re staying cool! Here’s a short, one-scoop newsletter for you.
🚀 What We’ve Been Up To
Are you curious about our Georgia event went, and whether you could do something like it in your community (spoiler: yes)? Our Report-Out is out and ready for you
With help from Simon Pek, Dr. Hand and Peter Boumgarden submitted a draft paper on how family firms balance their financial, emotional, and altruistic goals when they consider potential exit options. Email us for an advance copy.
On the fifth anniversary of The Business Roundtable’s redefining the purpose of a corporation, Dr. Hand takes a look
Over on Di5W, Dr. Hand examines the role of attention in political campaigns
🗞️ News to Know
💰 The Ford Foundation awarded a grant to the University of Northern Iowa to support the Iowa Center for Employee Ownership program
Your New Dentist is the newest employee ownership trust in Australia (h/t Alan G.).
The 2024 ESCA Federal Policy Conference covered federal policy impacting employee ownership. Summary here
🎙️ New Podcasts and Videos
The Road To Why podcast featured Natalie Reitman & Ari Weinzweig’s discussion on emergence of purpose trusts
Project Equity’s Stacey Smith appeared on The Good Food CFO podcast
B The Change features a conversation with Erinch Sahan on the evolving landscape of the B Corp movement (h/t ICA Group)
ICYMI: Watch Transform Finance’s webinar on investing in employee ownership:
🧑💻 Research & Analysis
Colorado incentives are helping rural firms transition to employee ownership (The Colorado Sun)
Over on the Christian website Plough, Larry A. Smith writes in defense of democratic capitalism.
The National Law Review explores the growing trend of lawsuits involving non-trustee defendants in ESOP cases
BuiltIn highlights 13 tech companies fostering a culture of ownership within their engineering teams
VF Corporation highlights North Carolina shared ownership circular fashion company Industrial Commons
📅 What’s Coming: Events
August 27: Prairie Capital Advisors’ “Challenges and Opportunities for ESOP Banks” workshop in Illinois
August 29: MNCEO hosts the Employee Ownership Ambassador Program for people who want a deep understanding of employee ownership. Register here
August 30: Dr. Hand will be presenting at the second annual Rutgers-Oxford Research Symposium
September 4: Aspen EOP and Workshop’s webinar, Seizing the Moment on Worker Rights: A Toolkit for Organizers and Practitioners
September 4: ILCEO is headed to Chicago City Hall for a hearing on employee ownership.
September 10-12: The Great Game of Business Conference 2024 for individuals and companies looking to build ownership culture hits Arlington, TX. Register here
September 12: NCEO hosts a Community Conversation celebrating Employee Ownership Month. Register here
September 12-13: The Worker Co-Op Conference in Chicago (h/t EOX)
⭐️ New | September 12-13: The Rock Mountain Chapter of the ESOP Association’s Fall Conference
September 18-20: NCEO hosts its Fall Forum in Indianapolis, including a day on employee ownership trusts
⭐️ New | September 23-24 & October 21-22: Employee-Owned S Corporations of America (ESCA) hosts its Regional Policy Seminars in Chicago and Marina Del Rey.
⭐️ New | October 8-10: Employee ownership will be one area of focus at the 2024 California Economic Summit.
October 21-22: NCEO hosts Is An ESOP Right For You? in Phoenix, AZ
December 4: The 2nd Annual Ownership Economy Summit in New York City. Register here
February 20, 2025: The Employee Ownership Transition: A Deep Dive, a webinar on selling to a (British) employee ownership trust