Member Services

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.

ESOP 101
ESOP 101

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

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.

Test Your Understanding
Test Your Understanding

Two-page, customizable handout that allows employee-owners to test their understanding of employee ownership.

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.

ESOP 201
ESOP 201

Two-page, customizable handout explaining distribution and diversification.

Onboarding Deck
Onboarding Deck

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 infographics and social media posts 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.

Posters
Posters

Customizable PowerPoint designed to export 24" x 36" posters

COVID-19 Messaging
COVID-19 Messaging

One-page, ready-to-use handout that highlights 4 uplifting messages to share with your employee-owners.

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.

Employee Ownership Basics
Employee Ownership Basics

A two-page customizable handout explaining the basics of the employee ownership.

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.

Postcard - Employee Ownership
Postcard - Employee Ownership

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
Individual Newsletter Articles

Series of word documents containing individual newsletter articles

Postcard - Thanksgiving
Postcard - Thanksgiving

Customizable postcard to send via mail or email.

Owner's Handbook
Owner's Handbook

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

Supermarket Sweep
Supermarket Sweep

Supermarket Sweep brings visibility to all the amazing EO brands you can support at your local grocery store. Play with your family next time you are at the store.

12 Days of Employee Ownership
12 Days of Employee Ownership

12 educational emails that you can send during EO month. This document is in Microsoft Word so you can easily copy & paste the content into your email browser.

The Drumbeat | Issue 1
The Drumbeat | Issue 1

Printable & editable newsletter template for your employee-owners

ESOP Information for Tenured Employee-Owners Deck
ESOP Information for Tenured Employee-Owners Deck

Customizable PowerPoint explaining distribution and diversification

Best Practices

Best in class examples from members.

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

Putting the Social in Social Media: Using Tech to Advance EO Culture
Putting the Social in Social Media: Using Tech to Advance EO Culture

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

Creating Engaging Messages About Employee Ownership
Creating Engaging Messages About Employee Ownership

Save Time & Increase Engagement with a 12-Month Communications Plan
Save Time & Increase Engagement with a 12-Month Communications Plan

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

Leveraging EO as a Differentiator
Leveraging EO as a Differentiator

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

Communicating the Financial Impact of Employee Ownership
Communicating the Financial Impact of Employee Ownership

Being an employee-owner is a great financial opportunity that can help your people build wealth, but it's not going to make them rich over night. How do you help people see what 10 or 20 years of wealth building means to them in the present day? This webinar will explain how to make the long-term financial impact clear to your employee-owners today.

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.

OFFICE HOURS: Messaging COVID-19 at your Annual Meeting
OFFICE HOURS: Messaging COVID-19 at your Annual Meeting

Members have been reaching out asking how to discuss valuation at their annual meeting in light of COVID-19. We’re hosting special office hours where we’ll initially present our thoughts and then will have a discussion where you can participate, ask questions, and share ideas.

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.

Employee Ownership at your Annual Meeting
Employee Ownership at your Annual Meeting

Your company's annual meeting is a once-a-year opportunity to highlight how employee ownership makes you stand out, recognize the long-term financial benefit of ownership, and connect your company to the larger EO movement. This webinar will provide a sample agenda, presentation deck and best practices in order to make your upcoming annual meeting a success.

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.

Wealth Calculator

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

View
Ready to get certified? Get Certified

Company must be at least 30% employee-owned