Customizable PowerPoint deck that covers basic ownership concepts such as long-term wealth building, distributions and diversification.
ESOP 201 - Ownership Concepts
A 4-page, customizable handout that walks through some specifics about wealth building, diversification, and getting paid.
Annual Meeting Deck
Customizable PowerPoint deck designed for a 30 - 40 minute onboarding presentation for new employees.
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
4 customizable posters for employee ownership month 2021
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
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
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
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
PowerPoint containing a series of self-editable Instagram posts
Individual Newsletter Articles - 2021
Series of word documents containing individual newsletter articles
The Ownership Advantage - Presentation
Customizable PowerPoint deck that walks employee-owners through the benefits and responsibilities of being an owner.
One-page, customizable handout explaining what distributions are and when and how employee-owners can expect to be paid.
Customizable Scavenger Hunt Game.
What to do for EO Month 2021
Inspiration kit that includes sample plans and ideas for gifts, games, and social media posts.
1-page, customizable handout on annual contributions and allocations.
EO Month 2021 Postcards
Customizable postcards to celebrate EO Month this October
Video library of webinars on building ownership culture.
Attracting Great Employee-Owners
Reduce Turnover and Accelerate Buy-In with Onboarding
Starting From Scratch: The Essentials of EO Communications
Common Misconceptions and How to Address Them
Building Ownership Culture Across Multiple Locations
What to do for Employee Ownership Month
Creating an Environment for Employees to Think and Act Like Owners
Building and Sustaining Your Employee Ownership Committee
Rights & Responsibilities: Helping Employee-Owners See How They Can Have an Impact
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
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
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
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
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
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.
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
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
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
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.
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
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.
Interactive tool that helps employee-owners see the big picture of long-term wealth building.