Certified EO Member Services

Educational Tools

Tools to teach your employee-owners.

ESOP 101

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

Employee Owner Certificates

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

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

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

Welcome Packet

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

Test Your Understanding

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

Annual Statement Breakdown

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

Guess the Share Price

Interactive game that builds excitement and understanding around employee ownership.

Employee Ownership FAQs

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

ESOP 201

Two-page, customizable handout explaining distribution and diversification.

Announcing EO Month- Email Template & Press Release

Customizable communications templates to announce Employee Ownership Month

Onboarding Deck

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

Bingo

Customizable, interactive game for employee-owners.

Word Search

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

Facts and Figures

Customizable infographics and social media posts about employee ownership.

Rights & Responsibilities

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

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

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

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

Posters

Customizable PowerPoint designed to export 24" x 36" posters

COVID-19 Messaging

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

Exploring Valuation

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

Building Long-Term Wealth with Compound Growth

Two-page customizable document explaining how compound growth works.

The Ownership Advantage

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

Employee Ownership Basics

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

Diversification

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

Retirement Basics

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

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 - 2020

Series of word documents containing individual newsletter articles

Employee Ownership Month 2020

Kit includes sample plans and inspiration for gifts, games, and social media posts.

Postcard - Thanksgiving

Customizable postcard to send via mail or email.

Owner's Handbook

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

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 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.

Internal Newsletter Template

Printable & editable newsletter template for your employee-owners

ESOP Information for Tenured Employee-Owners Deck

Customizable PowerPoint explaining distribution and diversification

Crossword

ESOP 101 Infographic

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

Postcard - New Years

Customizable postcard wishing your employee-owners a happy new year. Can be sent via mail or email.

Postcard - Happy Holidays

Customizable postcard wishing your employee-owners a Happy Holiday. These can be sent in the mail or via email.

Individual Newsletter Articles - 2021

Series of word documents containing individual newsletter articles

Postcard - Valentines

Customizable postcard to send via mail or email.

Stock Appreciation Rights

2-page, customizable handout covering the basics of Stock Appreciation Rights

What Goes Into Finding Our Share Price?

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

Announcing Your Wealth Calculator

Email template announcing the wealth calculator. This document includes a unique link to your customized wealth calculator that can be accessed by anyone at your company.

Webinars

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

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

Common Misconceptions and How to Address Them

Creating Engaging Messages About Employee Ownership

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

Building Ownership Culture Across Multiple Locations

What to do for Employee Ownership Month

Leveraging EO as a Differentiator

Creating an Environment for Employees to Think and Act Like Owners

Building and Sustaining Your Employee Ownership Committee

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

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

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

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

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.

EO as a Differentiator with Business Clients and Partners

Employee ownership is an innovative approach to business that has advantages for business clients and partners. But it's also a new idea that many people aren't familiar with. Being employee-owned can set you apart, but how can you message employee ownership to external audiences in ways that will resonate? This webinar will feature the team at Butler/Till discussing how they leverage EO as a differentiator and create a strategic advantage for their 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.

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.

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.

Member Services

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

Handouts & Communications Tools

Educational Tools

Webinars

Wealth Calculator