Resources

 

Curriculum Library for Employee Ownership

Curriculum Library for Employee Ownership (CLEO) is the largest global online library on employee ownership and includes more than 700 materials (e.g. videos, cases, syllabi, teaching modules, and reading collections) on a broad range of topics on employee ownership. CLEO was originally launched in October of 2008 by the Aspen Institute and now resides at Rutgers University's School of Management and Labor Relations.

 

We the Owners: The Film

What does it mean to have employee share ownership? In the documentary film We the Owners: Employees Expanding the American Dream, employee owners from New Belgium Brewing, Namaste Solar and DPR Construction answer this important question. The School of Management and Labor Relations makes We The Owners, along with related teaching materials, available to assist educators with educational resources for students. 

Webinars

Our past webinars are recorded and available here for you to view at your convenience.  Please follow the links below to watch the recorded webinar of your choice.

Employee Ownership for Business Succession - 11/5/19
Speaker: Corey Rosen, Ph.D., Founder, National Center for Employee Ownership
Is an Employee Stock Ownership Plan (ESOP) right for you? In this 30-minute webinar, Corey Rosen, Ph.D., Founder of the National Center for Employee Ownership, talked about how ESOPs are a flexible way for business owners to provide for ownership transition and can also preserve business legacy.

Individual Freedom in the Workplace - Freedom-based Management Models - 9/27/19
Speaker: Bill Nobles, Executive Fellow at Rutgers School of Management and Labor Relations and Former Executive at Exxon
Since the Industrial Revolution, management has created hierarchy in organization structures to control assets and employees. The potential negative impacts of hierarchical control on employee performance and engagement have been recognized for a long time. View our webinar recording to gain a better understanding of how an organization can create and adopt a management approach that emphasizes liberating servant leadership. Using specific company examples, including his own experience at Exxon, Bill discussed how leaders can coach and serve employees to produce extraordinary business results

Speaker: Bill Castellano, Ph.D., Rutgers NJ/NY Center for Employee Ownership
In this webinar we discussed equity share plan strategies that can increase equity participation and employee share ownership and the key policies and practices that create an engaging ownership culture. Based on a large body of research mostly conducted by the Rutgers Institute for the Study of Employee Ownership and Profit Sharing, these practices can positively impact employee engagement and organizational strategic and financial outcomes.
 
Speaker: Christopher Michael, Esq., Attorney and Advisor, Employee Ownership Law
Selling to an employee ownership trust (EOT) should be considered as a strong alternative to an ESOP where the cost of an ESOP is a major consideration, as well as where perpetuity of the employee ownership structure is a major goal. View our webinar recording to learn "why" to use an EOT instead of an ESOP, "how" to transition to an EOT, and "where" to look for further guidance.
 
Speaker: Bill Castellano, Ph.D., Rutgers NJ/NY Center for Employee Ownership
The Rutgers Institute for the Study of Employee Ownership and Profit Sharing has a long tradition researching the impact of equity share plan designs and organizational culture on individual, strategic, and financial outcomes. View our webinar recording and learn how organizations can design effective share plan strategies and create an ownership culture to increase the returns on their equity program investments.

 
How ESOPs Can Increase Employee and Sales Productivity -1/17/19
Speaker: Stephen White, Onyx Partners Group
Employee Stock Ownership Plans (ESOPs) are not just a vehicle designed to enhance the value of a business or to transfer ownership.  View our webinar recording and explore how employee and sales productivity can increase in companies after they establish their ESOPs.
 
Creating a Culture of Ownership-12/11/18                                                             
Speaker: Corey Rosen, Ph.D., National Center for Employee Ownership
What do most companies on the Fortune lists of best workplaces have in common? A culture of ownership - they share ownership widely with employees and many are majority owned. View our webinar recording and learn what makes these ownership cultures tick.
                                      
Speaker: Bill Castellano, Ph.D., Rutgers NJ/NY Center for Employee Ownership
How can a company measure the ROI of their equity compensation program? View our webinar recording and gain effective strategies that can enhance the impact of your equity compensation program. Plus, learn how to apply research findings into practice and communicate the value of your company's equity compensation program.
 
Speaker: John Vitucci, PKF O'Connor Davies
Employee Stock Ownership Plans (ESOPs) can offer significant succession planning and wealth creation benefits. They are also prized as the ultimate in employee motivation, as they make the employee into a vested owner of the company. In this webinar, we examined the key features and considerations, as well as instances where ESOPs make sense.  View this recording and learn what factors about the business, owners, and business timeline make it attractive to use an ESOP. Also, determine whether an ESOP is appropriate to accomplish a business owner's succession planning and wealth creation goals, understand the succession and tax planning opportunity, and outline considerations and steps to implement an ESOP.
 
Speaker: Corey Rosen, Ph.D., National Center for Employee Ownership
Many closely held firms want to provide employees with a stake in the company's outcome through some form of equity compensation. But who should get how much? With what rules? And what forms of actual equity or synthetic equity make sense? View our webinar recording and gain an understanding of the way closely held companies can provide equity compensation to employees. Topics such as stock, options, restricted stock, stock appreciation rights, and phantom stock were discussed, as well as their counterparts in limited liability corporations.
 
Speaker: Corey Rosen, Ph.D., National Center for Employee Ownership
Employee Stock Ownership Plans (ESOPs) are a highly-tax favored, flexible way for business owners to provide for ownership transition. An ESOP allows a company to use its future pre-tax earnings to buy out some or all of an owner's shares, and allow the owner to defer taxation on the gain.  An ESOP can preserve business legacy, help to get the seller a fair price, and allows owners to play whatever ongoing role they choose in the company.
ESOPs have been highly successful, but they are not for every company. View our webinar recording to learn how ESOPs work and if they are right for you.

 

White Papers

Researchers: Joseph Blasi, Douglas Kruse, and Bill Castellano
Professors, Rutgers University School of Management and Labor Relations; Institute for the Study of Employee Ownership and Profit Sharing

 

Additional Resources

Main Street Employee Ownership Act of 2018

The U.S. House of Representatives approved H.R. 5236, the "Main Street Employee Ownership Act of 2018" on May 8th.  S.2786 - the "Main Street Employee Ownership Act of 2018" was introduced into the Senate on April 26, and has been referred to the Committee on Small Business and Entrepreneurship. The Main Street Employee Ownership Act improves access to capital and technical assistance to transition small businesses to employee ownership.  Here is additional information:

National Center for Employee Ownership (NCEO) Employee Ownership Report
January-February 2017, Volume XXXVII, No.1

OWNERS @ WORK, the ONLINE magazine of the Ohio Employee Ownership Center Interview with Christopher Michael, Attorney-At-Law
Employee Ownership Trusts: A New Model of Employee Ownership?

 

 

Contact the NJ/NYCEO

For more information employee ownership or our projects in New Jersey and New York, email us at bethany.dennis@rutgers.edu

 

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