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.

12-Month Communication Plan
12-Month Communication Plan

12-month, customizable communications plan to build a clear and consistent plan for building engagement.

ESOP 101
ESOP 101

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

Employee Owner Appreciation
Employee Owner Appreciation

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

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.

Press Release
Press Release

Two-page, customizable press release template to help you announce your membership in Certified Employee-Owned.

Guess the Share Price
Guess the Share Price

Interactive game that builds excitement and understanding around employee ownership.

Become an Owner
Become an Owner

Two-page, customizable handout that helps prospective employees see the vaue of your 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.

Introduction to EO Companies
Introduction to EO Companies

Two-page, ready-to-use handout that provides an overview of employee-owned business in the United States. Great for community partners! (English and Spanish versions)

Word Search
Word Search

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

Social Media Posts
Social Media Posts

Customizable social media posts to announce Employee Ownership Month.

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.

Talking Points
Talking Points

Language to help consumers, business partners, prospective employees, and community leaders see why your employee ownership is good for them.

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.

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.

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 & Social Media Posts
Posters & Social Media Posts

Customizable PowerPoint decks designed to export 24" x 36" posters or social media posts

Thinking Like An Owner
Thinking Like An Owner

New Member Resources
New Member Resources

Why EO Matters
Why EO Matters

Culture
Culture

Teamwork
Teamwork

Wealth Building
Wealth Building

ESOP Basics
ESOP Basics

Employee Ownership Committee Resources
Employee Ownership Committee Resources

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.

Retirement Basics
Retirement Basics

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

Postcards
Postcards

Customizable postcards for any occasion- a great way to build an ownership culture by engaging your employee-owners and their families.

Best Practices

Best in class examples from members.

Internal Communications
Internal Communications

Marketing Employee Ownership
Marketing Employee Ownership

Attracting Job Seekers
Attracting Job Seekers

Employee-Owner Culture
Employee-Owner Culture

Employee-Owner Appreciation
Employee-Owner Appreciation

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

Messaging EO to Millennials Webinar
Messaging EO to Millennials Webinar

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 Do Americans Think About Employee Ownership?
What Do Americans Think About Employee Ownership?

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

Member Portal Tour
Member Portal Tour

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

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.

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.

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