Events

Upcoming Events

May 8, 2024
TEA National Conference

Join our team in DC! Alex Moss, Ginny Vanderslice, Lindsay Shafer, Linshuang Lu, and Matthew Hancock will be attending.

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May 31, 2024
VEOC Annual Conference

We are proud sponsors of this conference

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June 11, 2024
Webinar: Foundational Leadership Skills for Ownership and Inclusion

Presented by Linshuang Lu and Nelson Parrish as part of the National Center for Employee Ownership (NCEO) webinar series.

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Recent Events

March 12, 2024
New England BOD/Trustee Conference

Alex Moss will be facilitating this 2- day event

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March 7, 2024
NY/NJ Chapter Spring Conference

Succession with Don Waltzer from H&C Tool Supply.‍

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February 26, 2024
PaCEO Annual Gathering

Linshuang Lu and Matt Hancock will be attending the 8th annual meeting of the Pennsylvania Center for Employee Ownership (PaCEO).

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February 21, 2024
ESCA 2024 Leadership Summit

Kathleen McInerney Kane and Alex Moss are attending ESCA’s 2024 Leadership Summit in Fort Lauderdale, Florida.

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February 7, 2024
ESOP Association Professionals' Forum

Alex Moss, Lindsay Shafer, and Matt Hancock are attending The ESOP Association Professionals' Forum in New Orleans.

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February 6, 2024
Webinar: Ownership Culture and Labor - Integrating Union Employees into Your Ownership Culture

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News

Clients in the News: King Arthur Baking Company celebrates Employee Ownership Month

King Arthur Baking Company introduces us to some of their employee owners who they share what employee ownership means to them — as well as their favorite King Arthur recipes.

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Philadelphia-based BCorps in the News

From breweries to coffee chains to real estate startups, these socially minded for-profits balance business with the public good.

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Alex Moss joins Recology's Board of Directors

Alex Moss has joined the Board of Directors of Recology.

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Linshuang Lu joins the National Center for Employee Ownership's Board of Directors

As of April 1, 2021, Linshuang has joined the National Center for Employee Ownership's (NCEO's) Board of Directors

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Clients in the News: NewAge Industries

NewAge Industries, a longstanding partial ESOP, recently became both 100% ESOP owned and a B-Corporation.

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Clients in the News: The Merchants Fund

The Merchants Fund is a Philadelphia charity established in 1854 to provide charitable gifts to business persons facing financial hardship. Their Mission is to provide financial assistance to current and past merchants in Philadelphia.

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