Member Services

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

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

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

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

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

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

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

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

Interactive game that builds excitement and understanding around employee ownership.

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

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

Two-page, customizable handout explaining distribution and diversification.

Customizable communications templates to announce Employee Ownership Month

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

Customizable, interactive game for employee-owners.

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)

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

Customizable infographics and social media posts about employee ownership.

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

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

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

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

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

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

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

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

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

Two-page customizable document explaining how compound growth works.

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

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

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

Customizable handbook that covers everything from expectations to employee ownership basics

Editable PowerPoint with emails and posters to recognize the members of your committee.

Set of resources to help you start a committee at your company.

Group of email templates ranging in topics from announcing the committee to reaching out for volunteers.

EO glossary of key terms for your committee to know and understand.

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

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

Printable & editable newsletter template for your employee-owners

EO Trivia, Bingo and Word Search

Download this ready-to-use template to announce your EO Certification to your employee-owners.

Customizable postcard to announce EO Month to your employee-owners

Customizable posters and social media posts

Series of word documents containing individual newsletter articles

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

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.

Let your employee-owners, clients, and community know that you are a Certified Employee-Owned company.

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.

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.

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.

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.