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
Please check back soon to be notified of our upcoming 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.
Five Demographic Trends Transorming Equity Share Plan Strategies - 11/13/20
Speaker: Bill Castellano, Ph.D., Rutgers School of Management and Labor Relations
Rutgers NJ/NY Center for Employee Ownership recently conducted a study to understand what motivates employees when designing equity share plans and found what drives one employee may not necessarily motivate another, particularly when considering a multigenerational and diverse workforce. In this webinar, Bill Castellano, Ph.D., Professor of Human Resource Management at Rutgers School of Management and Labor Relations and Executive Director for the NJ/NY Center for Employee Ownership discussed important information for designing your equity share plan programs that can enhance employees' performance, improve overall performance, and drive results.
Valuation and Financial Fairness Considerations in ESOP Transactions - 10/23/20
Speaker: Matt Hricko, Managing Director in the ESOP and ERISA Advisory Practice, Stout
Financial valuation of the business is necessary for a firm that is considering converting to, or has converted to, an ESOP structure. In this webinar, we discussed why and when a valuation is necessary, valuation opinions in the context of establishing a new ESOP, and Traditional valuation methodologies and approaches.
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
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.
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.
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.
White Papers
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:
- A Rutgers press release discusses Professors Joseph Blasi's and Doug Kruse's research and analysis for the bill
- Long Island Newsday article covers Sen. Gillibrand's efforts to promote the bill
- Corey Rosen's (National Center for Employee Ownership) opinion piece on the bill cites Rutgers research
- Main Street Employee Ownership Act summary
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?
