Blue Ridge ESOP Associates Industry News

Academics from around the world convene at the Mid-Year Fellows Workshop in Honor of Louis O. Kelso

Posted by Tom Roback, Jr.

Mar 27, 2019 3:15:28 PM

Blue Ridge ESOP Associates was proud to be represented again at the Mid-Year Fellows Workshop in Honor of Louis O. Kelso in January. This workshop was organized by Institute for the Study of Employee Ownership and Profit Sharing of the Rutgers University School of Management and Labor Relations. The program is named after Louis Kelso who was a political economist, corporate and financial lawyer, author, and merchant banker. He is widely credited as the inventor and pioneer of the Employee Stock Ownership Plan (ESOP), enabling workers without savings to own stock in their employer company. The purpose of the annual workshop is to study broad-based forms of capital ownership and capital income such as employee stock ownership, equity compensation, profit sharing, gain sharing, and worker cooperatives in the corporation.  The workshop also explores approaches to broadened citizen capital ownership, “second income”, and dividend funds for citizens in the society in the United States.  The workshop provides an opportunity for scholars to present research in progress, receive mutual mentoring and feedback, work on joint research projects and publications, and meet foundation officials and publishers interested in this scholarship.  The workshop convenes members of the research Fellowship Program of the Institute for the Study of Employee Ownership and Profit Sharing from around the globe.

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Topics: ESOP & 401(k) Plans, Employee-Ownership, Ownership Culture

2018 Employee Ownership Conference

Posted by Blue Ridge ESOP Associates

Apr 17, 2018 11:19:28 AM

2018 Employee Ownership Conference in Atlanta

Are you attending the conference this week? Stop by our booth and enter your business card for a chance to win an Amazon Echo Dot (2nd Generation). Our Blue Ridge professionals will be speaking in the following sessions. 

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Topics: Ownership Culture, Distributions, Conferences, Audits, Releveraging your ESOP, Year-End Valuation

Resolve to be SMART and Make More of Employee Ownership

Posted by Blue Ridge ESOP Associates

Jan 21, 2016 12:23:20 PM

January brings another batch of resolutions. Most, alas, will be long forgotten by the end of first quarter. Because you want to make more of your investment in ESOP ownership and engage your employees as owners, why not resolve to use the SMART process to achieve your ownership-development goals in 2016?

SMART, as you may know, stands for Specific, Measurable, Attainable, Relevant and Time-bound. Here’s how you can be SMARTer and make more of employee ownership this year.

S= Specific. What do you want to accomplish with your ESOP? What level of understanding and engagement do you want from employees? What attitudes, behaviors and actions would you like employee-owners to display in their daily jobs? Write down specifics that you want to see happen.

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Topics: ESOP Administration, Employee-Ownership, Ownership Culture