Member Services for Employee Owned Businesses

We help our members engage their employee-owners and stand out with clients and job seekers.

Handouts & Communications Tools

Customizable, easy-to-use toolkits for communications, recruitment, and marketing.

Educational Tools

Tools to teach your employee-owners.

ESOP 101
ESOP 101

Two-page, customizable handout explaining how your ESOP works. Also available in a one-page infographic.

EO Communications Plan
EO Communications Plan

Customizable communications plan to build a clear and consistent plan for building engagement.

Employee Owner Certificates
Employee Owner Certificates

Four-page, customizable document containing three different certificates for employee-owners.

Employee Ownership Roadmap
Employee Ownership Roadmap

One-page, customizable infographic that illustrates the journey of an employee-owner through each stage of ownership, from new employee to getting paid.

Employee Ownership Trivia Game
Employee Ownership Trivia Game

Customizable, interactive game that helps build excitement while educating employee-owners about your company's employee ownership.

Welcome Packet
Welcome Packet

Six-page, customizable welcome packet, perfect for new employee-owners.

Annual Statement Breakdown
Annual Statement Breakdown

Two-page, customizable handout highlighting how to read your annual statement.

Guess the Share Price
Guess the Share Price

Interactive game that builds excitement and understanding around employee ownership.

Employee Ownership FAQs
Employee Ownership FAQs

Two-page, customizable handout that addresses the most frequently asked questions surrounding employee ownership.

Announcing EO Month- Email Template & Press Release
Announcing EO Month- Email Template & Press Release

Customizable communications templates to announce Employee Ownership Month

ESOP 101 - Onboarding - Presentation
ESOP 101 - Onboarding - Presentation

Customizable PowerPoint deck designed for a 20 - 30 minute onboarding presentation for new employees.

Bingo
Bingo

Customizable, interactive game for employee-owners.

Word Search
Word Search

One-page, customizable employee ownership themed word search game.

Facts and Figures
Facts and Figures

Customizable infographic poster and handout about employee ownership.

Rights & Responsibilities
Rights & Responsibilities

One-page, customizable handout that highlights the rights and responsibilities of an individual employee-owner.

Financial Impact of Employee Ownership
Financial Impact of Employee Ownership

One-page, customizable handout that shows the impact of employee ownership on your employees' long-term wealth building.

ESOP Cash Flow
ESOP Cash Flow

One-page, customizable handout to educate employee-owners on the ins and outs of how cash flows through your ESOP.

How to Affect the Share Price
How to Affect the Share Price

One-page, customizable infographic that illustrates the effect of one employee-owner can have on the company's share price.

Employee-Owner Appreciation
Employee-Owner Appreciation

Exploring Valuation
Exploring Valuation

Three-page customizable handout to educate employee-owners on the valuation process at your company.

Building Long-Term Wealth with Compound Growth
Building Long-Term Wealth with Compound Growth

Two-page customizable document explaining how compound growth works.

The Ownership Advantage
The Ownership Advantage

Two-page, ready-to-use handout explaining the advantages of being an employee-owner.

Diversification
Diversification

Two-page, customizable handout explaining diversification at your company.

Retirement Basics
Retirement Basics

One-page, customizable document covering what to expect after retiring and next steps.

Postcards
Postcards

Customizable postcards to welcome new members to your team, or celebrate existing ones. These are a great way to build an ownership culture by engaging your employee-owners and their families.

Individual Newsletter Articles - 2020
Individual Newsletter Articles - 2020

Series of word documents containing individual newsletter articles

Owner's Handbook
Owner's Handbook

10-page, customizable handbook that covers the basics of employee ownership.

Employee Ownership Email Campaign
Employee Ownership Email Campaign

12 educational emails that cover the basics of employee ownership. This document is in Microsoft Word so you can easily copy & paste the content into your email browser.

Crossword
Crossword

ESOP 101 Infographic
ESOP 101 Infographic

1-page, customizable infographic covering the basics of ESOPs.

How You Can Increase Our Share Price - Presentation
How You Can Increase Our Share Price - Presentation

Customizable PowerPoint discussing how individuals can make a positive impact on your company's share price.

Thinking and Acting Like an Owner
Thinking and Acting Like an Owner

One-page, customizable handout discussing the difference between a regular employee and an employee-owner.

ESOP 201 - Employee Stock Ownership Plan (ESOP) Refresher - Presentation
ESOP 201 - Employee Stock Ownership Plan (ESOP) Refresher - Presentation

Customizable PowerPoint deck that covers basic ownership concepts such as long-term wealth building, distributions and diversification.

ESOP 201 - Ownership Concepts
ESOP 201 - Ownership Concepts

A 4-page, customizable handout that walks through some specifics about wealth building, diversification, and getting paid.

Annual Meeting Deck
Annual Meeting Deck

Customizable PowerPoint deck designed for a 30 - 40 minute onboarding presentation for new employees.

What Goes Into Finding Our Share Price?
What Goes Into Finding Our Share Price?

One-page, customizable handout explaining the factors that go into determining the new share price.

EO Month 2021 Posters
EO Month 2021 Posters

4 customizable posters for employee ownership month 2021

Earnings, EBITDA and Ownership
Earnings, EBITDA and Ownership

1-page customizable handout discussing EBITDA, how it is calculated, and what employee-owners can do to increase the EBITDA at your company.

COVID & EO
COVID & EO

An infographic that displays the effects of the pandemic on employee-owned businesses vs. non-employee-owned businesses.

3 Ways You Can Help Increase Our Share Price
3 Ways You Can Help Increase Our Share Price

A one-page, customizable handout that discusses three ways an individual at an employee-owned business can help improve the company's share price.

Understanding Financial Statements
Understanding Financial Statements

8-page, customizable handout covering the basics of Income Statements, Balance Sheets, and Cash Flow Statements. Great for companies that implement open-book management.

EO Month 2021 Instagram Templates
EO Month 2021 Instagram Templates

PowerPoint containing a series of self-editable Instagram posts

Individual Newsletter Articles - 2021
Individual Newsletter Articles - 2021

Series of word documents containing individual newsletter articles

The Ownership Advantage - Presentation
The Ownership Advantage - Presentation

Customizable PowerPoint deck that walks employee-owners through the benefits and responsibilities of being an owner.

Distributions
Distributions

One-page, customizable handout explaining what distributions are and when and how employee-owners can expect to be paid.

Scavenger Hunt
Scavenger Hunt

Customizable Scavenger Hunt Game.

What to do for EO Month 2021
What to do for EO Month 2021

Inspiration kit that includes sample plans and ideas for gifts, games, and social media posts.

Annual Allocations
Annual Allocations

1-page, customizable handout on annual contributions and allocations.

EO Month 2021 Postcards
EO Month 2021 Postcards

Customizable postcards to celebrate EO Month this October

Webinars

Video library of webinars on building ownership culture.

Attracting Great Employee-Owners
Attracting Great Employee-Owners

Reduce Turnover and Accelerate Buy-In with Onboarding
Reduce Turnover and Accelerate Buy-In with Onboarding

Starting From Scratch: The Essentials of EO Communications
Starting From Scratch: The Essentials of EO Communications

Common Misconceptions and How to Address Them
Common Misconceptions and How to Address Them

Building Ownership Culture Across Multiple Locations
Building Ownership Culture Across Multiple Locations

What to do for Employee Ownership Month
What to do for Employee Ownership Month

Creating an Environment for Employees to Think and Act Like Owners
Creating an Environment for Employees to Think and Act Like Owners

Building and Sustaining Your Employee Ownership Committee
Building and Sustaining Your Employee Ownership Committee

Rights & Responsibilities: Helping Employee-Owners See How They Can Have an Impact
Rights & Responsibilities: Helping Employee-Owners See How They Can Have an Impact

Tailoring the Message to Employee-Owners
Tailoring the Message to Employee-Owners

Do you know how to communicate the value of employee ownership to every single person at your company? Are all your employee-owners engaged, or are there certain groups that just don't get it? Even companies that have been employee-owned for decades can have trouble messaging EO to younger employees, new employees, and the front line. This webinar will help you tailor your messaging so that you can reach every last employee-owner at your company. Specifically, we will discuss how to frame employee ownership with new vs. tenured employee-owners, younger vs. older people, and leadership vs. the line.

Being a Great Committee Member
Being a Great Committee Member

The #1 best practice for building a culture of ownership is having a great EO Communications Committee. There is no substitute for a dedicated group of champions driving engagement with employee ownership. This webinar will cover everything you need to know about how you can be a part of a successful committee by being a great advocate for EO within your company.

Making Employee Ownership Fun
Making Employee Ownership Fun

While employee ownership represents a better approach to business and an incredible opportunity for your employee-owners, one of the most common issues mentioned by EO companies is a difficulty getting a diverse and/or distributed workforce excited about employee ownership.

Build (or Refresh) Your EO Communications Plan
Build (or Refresh) Your EO Communications Plan

A new year means a fresh chance to engage your employee-owners. Do you have a plan to drive consistent EO communications in 2022? This webinar will help you create (or refresh) a communications plan for building ownership culture in the coming year. We will discuss popular educational themes, help you identify major touchpoints, and share best practices for direct contact so that you can increase employee engagement in 2022.

Rapid Engagement Strategies
Rapid Engagement Strategies

This interactive webinar explores how three conditions for rapid engagement - motivation, opportunity, and skill - work together to encourage the kind of meaningful participation that can give employee-owned companies a competitive advantage. It will be led by our partner Praxis Consulting Group, an organizational development firm that works with employee-owned companies and non-profit organizations to align leadership, culture, and strategy.

Explaining Your Annual Statement
Explaining Your Annual Statement

For the month of March we will be featuring two 30-minute webinars discussing two key EO financial tools: the Certified EO Wealth Calculator and the Annual Statement. In the first of this series we will be discussing how to read your Annual Statement and best practices for discussing it with your employee-owners.

Managing Employee-Owners
Managing Employee-Owners

What is different about being a manager at an employee-owned business? While making employees owners can change lives, at the day-to-day level many of the normal rules of business still apply. This webinar will help managers at employee-owned companies understand what’s different, what’s still the same, and how they can help employee-owners move past common misconceptions to maximize engagement.

 The Certified EO Wealth Calculator: From Customization to Utilization
The Certified EO Wealth Calculator: From Customization to Utilization

For the month of March we will be featuring two 30-minute webinars discussing two key EO financial tools: the Certified EO Wealth Calculator and the Annual Statement. In the second webinar, we will be discussing how to customize your wealth calculator and best practices for discussing it with your employee-owners.

How to Communicate a Drop in Share Price
How to Communicate a Drop in Share Price

2020 was a year unlike any other. Due to the uncertainty and economic hardship of some industries, many employee-owned businesses may be faced with communicating a drop in share price at this year's annual meeting. This 30 -minute webinar will discuss strategies to clearly communicate a lower share price with your employee-owners, while providing ideas for positive messaging surrounding next steps and actionable items.

Advancing Employee Ownership Through City Policy
Advancing Employee Ownership Through City Policy

Celebrations & Milestones
Celebrations & Milestones

While employee ownership represents a better approach to business and an incredible opportunity for your employee-owners, one of the most common issues mentioned by EO companies is a difficulty getting a diverse and/or distributed workforce excited about employee ownership. One solution is celebrating individual and company milestones. This webinar will walk through several opportunities and ideas for celebrating your unique ownership model.

Committee Pitfalls
Committee Pitfalls

The # 1 best practice for building a culture of ownership is having a great EO Communications Committee. There is no substitute for a dedicated group of champions driving engagement with employee ownership. However, committees face particular challenges that can hinder their success. This 30-minute webinar will address the most common committee pitfalls and how to avoid them.

Your First 5 Years as an ESOP
Your First 5 Years as an ESOP

There’s a lot at stake with employee ownership. The investment is large, the benefit is long-term, and if you're a new employee-owned business it may feel very overwhelming. Given limited time and resources, what are the most important things to say? What are the essential activities? What are the must-have handouts? In this 30-minute webinar, we will walk through a timeline of the first five years to begin your EO journey successfully.

Wealth Calculator

Interactive tool that helps employee-owners see the big picture of long-term wealth building.

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Company must be at least 30% employee-owned