Events

Upcoming Events

April 29, 2024
NCEO Annual Employee Ownership Conference

Alex Moss, Kathleen McInerney Kane, Jon Sweigart, Linshuang Lu, Lindsay Shafer, and and Matthew Hancock are all leading sessions at this conference.

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May 7, 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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Recent Events

April 4, 2024
Rocky Mountain Chapter - 2024 Spring Conference

Linshuang Lu will be presenting on the topic of Foundational Leadership Skills for Ownership and Inclusion

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March 27, 2024
Texas/Oklahoma Chapter - 2024 Spring Conference

Matt Hancock will be presenting on the topic of Culture - Include. Engage. Innovate.

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March 19, 2024
Pennsylvania/Delaware Chapter - 2024 Spring Conference

Kathleen McInerney Kane, Jon Sweigart, Lindsay Shafer, and Matt Hancock are attending this event.

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March 13, 2024
ESOP Association New England Chapter Spring 2024 Conference

Alex Moss, Jon Sweigart, and Molly Mead will be presenting at the event.

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March 13, 2024
Southeast Chapter 2024 Spring Conference

Ginny Vanderslice will be leading three sessions at this event.

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March 12, 2024
New England BOD/Trustee Conference

Alex Moss will be facilitating this 2- day event

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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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