Employee stock ownership

TI-TRUST, Inc. (“TI-TRUST”), is pleased to welcome Elizabeth (“Beth”) A. Di Cola as Senior Vice President

Retrieved on: 
Monday, March 20, 2023
National Center for Employee Ownership, University, ERISA, Employee stock ownership, Champaign–Urbana metropolitan area, OAK, Trust, NCEO, Trust Company, ESOP, Urbana, University of Illinois Urbana-Champaign, Trust service provider, Farm Service Agency

“Beth is extremely dedicated to the development of employee ownership and has a distinguished career assisting clients,” said Dawn Goestenkors, Executive Vice President.

Key Points: 
  • “Beth is extremely dedicated to the development of employee ownership and has a distinguished career assisting clients,” said Dawn Goestenkors, Executive Vice President.
  • “We are very excited to have her join TI-TRUST and look forward to her insights contributing to our client’s success.”
    B.S.
  • We have extensive experience in fiduciary services and can serve as a trustee or agent based on the client’s needs.
  • TI-TRUST manages over $16 billion in assets and has offices in Illinois, Missouri, Pennsylvania, Arizona, and Georgia.

PagerDuty Announces Fourth Quarter and Full Year Fiscal 2023 Financial Results

Retrieved on: 
Wednesday, March 15, 2023
Data Management, Apps, Applications, Technology, Software, Networks, Internet, Acquisition, Table, PagerDuty, Convertible, Exercise, Public expenditure, Regulation, Net, Disclosure, Judgement, Bank statement, GAAP, Income tax, Regulation Fair Disclosure, Employee stock ownership, Marketing, Tax, Social media, Debt-to-GDP ratio, Note, News, Security (finance), Bookkeeping, Bank, Insurance

PagerDuty will host a conference call and live webcast for analysts and investors at 2:00 p.m. Pacific Time on March 15, 2023.

Key Points: 
  • PagerDuty will host a conference call and live webcast for analysts and investors at 2:00 p.m. Pacific Time on March 15, 2023.
  • This news release with the financial results will be accessible from PagerDuty’s website at investor.pagerduty.com prior to the conference call.
  • Supplemental Financial and Other Information:
    Supplemental financial and other information can be accessed through PagerDuty’s investor relations website at investor.pagerduty.com.
  • Specifically, PagerDuty excludes the following from its historical and prospective non-GAAP financial measures, as applicable:
    Stock-based Compensation: PagerDuty utilizes stock-based compensation to attract and retain employees.

Marketing and growth consultancy Bluedog Design forms ESOP

Retrieved on: 
Friday, February 24, 2023
Marketing, ESOP, Blue Dog, Rutgers University, Gillette, Culture, Tropicana, Growth, National Center for Employee Ownership, Employment, Employee stock ownership, Pharmaceutical industry, Management

CHICAGO, Feb. 24, 2023 /PRNewswire-PRWeb/ -- To reward its employees and preserve its award-winning culture, marketing and growth firm Bluedog Design formed an employee stock ownership plan that its trustee will hold as company stock. Bluedog Design, which ranked first on Crain's Chicago Business Best Places to Work in 2021 and 2022, now joins nearly 6,500 other companies that are ESOPs according to the National Center for Employee Ownership.

Key Points: 
  • CHICAGO, Feb. 24, 2023 /PRNewswire-PRWeb/ -- To reward its employees and preserve its award-winning culture, marketing and growth firm Bluedog Design formed an employee stock ownership plan that its trustee will hold as company stock.
  • "We've always had a great culture and worked intentionally to build it," says Jeremy Anderson, a partner at Bluedog.
  • "With the ESOP, we're creating an intentional growth strategy to safeguard Bluedog Design's culture," says Hayward.
  • "The ESOP gives our next generation of leaders the opportunity to keep reinventing our culture to deliver the work our clients demand."

Three UBS Private Wealth Advisors in the Southeast Market named to the Forbes Top Women Wealth Advisors Best-In-State list

Retrieved on: 
Tuesday, February 21, 2023
Professional Services, Consumer, Women, Finance, Consulting, Banking, ESOP, Businessperson, Wealth, Employee stock ownership, Research, Insurance, Woman, Life, UBS, Women in business, Pharmaceutical industry, Financial services, Financial adviser

UBS announced today that Private Wealth Advisors Rebecca Glasgow , Leslie Lauer and Jana Lisle Parham , in the firm’s Southeast Market have been named to the Forbes Top Women Wealth Advisors Best-In-State list 2023.

Key Points: 
  • UBS announced today that Private Wealth Advisors Rebecca Glasgow , Leslie Lauer and Jana Lisle Parham , in the firm’s Southeast Market have been named to the Forbes Top Women Wealth Advisors Best-In-State list 2023.
  • Rebecca and Leslie were also named to the Forbes America’s Top 100 Women Wealth Advisors list for 2023.
  • Jana Lisle Parham is a Private Wealth Advisor with Parham | Deidiker Family Wealth Advisors at UBS.
  • The 2023 Forbes/SHOOK Top Women Wealth Advisors Best-in-State list features 1,697 women who manage almost $2.3 trillion in assets.

New Chief Financial Officer Joins Cirtronics

Retrieved on: 
Tuesday, February 21, 2023
CFO, Analysis, Transport, Retirement, Finance, SmartBear Software, Software, Accounting, Employee stock ownership, Forecasting, Treasury, Management

Milford, NH, Feb. 21, 2023 (GLOBE NEWSWIRE) -- Cirtronics, an advanced contract manufacturing company in Milford, NH, announced today that after a distinguished 26-year career with the company, George Mandragouras is retiring as Chief Financial Officer (CFO).

Key Points: 
  • Milford, NH, Feb. 21, 2023 (GLOBE NEWSWIRE) -- Cirtronics, an advanced contract manufacturing company in Milford, NH, announced today that after a distinguished 26-year career with the company, George Mandragouras is retiring as Chief Financial Officer (CFO).
  • "On behalf of all Cirtronics' employee owners and our Board of Directors, I want to extend our deepest thanks to George," said Dave Patterson, President and Chief Executive Officer.
  • Dan brings over 25 years of extensive financial and analytical experience in various industries – including transportation, software, and medical devices.
  • Based on their culture-driven mentality and purposeful practices, I look forward to being a true partner and owner within the Cirtronics family.”

Bluedog Design sees employee ownership as rewarding employees, extending award-winning culture

Retrieved on: 
Monday, February 13, 2023
Blue Dog, Employee stock ownership, Culture, Gillette, ESOP, Tropicana, Rutgers University, NCEO, Marketing, Growth, Employment, National Center for Employee Ownership, Management

CHICAGO, Feb. 13, 2023 /PRNewswire-PRWeb/ -- Bluedog Design, a marketing and growth consultancy, has formed an employee stock ownership plan, or ESOP, to be held as company stock by its trustee. Bluedog Design, which ranked first on the 2021 and 2022 Crain's Chicago Business Best Places to Work list, now joins 6,467 other companies--publicly traded and private--that are ESOPs. According to the National Center for Employee Ownership (NCEO), U.S. ESOPs have assets over $1.6 trillion.

Key Points: 
  • CHICAGO, Feb. 13, 2023 /PRNewswire-PRWeb/ -- Bluedog Design, a marketing and growth consultancy, has formed an employee stock ownership plan, or ESOP, to be held as company stock by its trustee.
  • Bluedog Design, which ranked first on the 2021 and 2022 Crain's Chicago Business Best Places to Work list, now joins 6,467 other companies--publicly traded and private--that are ESOPs.
  • According to the National Center for Employee Ownership (NCEO), U.S. ESOPs have assets over $1.6 trillion.
  • "We've always had a great culture and worked intentionally to build it," says Jeremy Anderson, a partner at Bluedog.

Advancing Employee Share Ownership, Rutgers University Appoints 34 Research Fellows

Retrieved on: 
Thursday, January 12, 2023
University, Start-Up, Education, Professional Services, Small Business, Labor, Collegiate, Public Policy, Government, Thought Leadership, Consumer, Human Resources, Online, Salisbury University, Coursera, United States Federation of Worker Cooperatives, University, Rutgers University, University of Pittsburgh, Curriculum, Workplace, Education, Employee stock ownership, Industrial Common Ownership Movement, MOOC, Council on Social Work Education, Research, Faculty, Chatham University, Pharmaceutical industry, Airline, Management, Collaboration

The Rutgers Institute for the Study of Employee Ownership and Profit Sharing today appointed 34 scholars and subject matter experts to join its diverse, global community of research fellows.

Key Points: 
  • The Rutgers Institute for the Study of Employee Ownership and Profit Sharing today appointed 34 scholars and subject matter experts to join its diverse, global community of research fellows.
  • The announcement comes as the Institute convenes its annual Fellows Workshop in Honor of Louis O. Kelso and launches a Coursera Massive Open Online Course (MOOC) to educate the public about employee share ownership.
  • “Additionally, the free Coursera curriculum will make the insights of the Institute’s past and present research fellows accessible to interested citizens, employees, and thought leaders.”
    The Institute is the world’s leading academic research hub dedicated to the study of employee share ownership, equity compensation, profit sharing, and worker cooperatives.
  • The 2022-23 class of research fellows represents the largest and most diverse cohort in the 15-year history of the program.

100,000+ donors raise $53 million on Colorado Gives Day for local nonprofits

Retrieved on: 
Wednesday, December 7, 2022
Janus, Daniels Fund, Boulder Valley School District, Delta Dental, Business, Community, Comcast, Noodles & Company, PC, Rocky Mountain PBS, Employee stock ownership, PLLC, Treasury, First Bank, CHFA, Intermountain Healthcare, J. E. Dunn Construction Group, Organization, Entravision Communications, Amazon

Community First Foundation has been connecting donors and innovative Colorado nonprofits since 1975.

Key Points: 
  • Community First Foundation has been connecting donors and innovative Colorado nonprofits since 1975.
  • We help donors with philanthropic planning, support nonprofits with grants and resources, and together, build resilient and connected communities.
  • In 2021, 73,000 donors raised more than $55 million for 3,151 nonprofits on Colorado Gives Day.
  • Community First Foundation launched the online giving platform that powers Colorado Gives Day in 2007, and since then, donors have given more than $511 million to Colorado nonprofits.

Blue & Co. Deepens Its Service Offerings With the Acquisition of Indianapolis-Based Alerding CPA Group

Retrieved on: 
Friday, November 25, 2022
American Institute, Institute of Internal Auditors, Old Dominion University, AICPA, Certified Public Accountant, Ronald McDonald House Charities Canada, University, Employee stock ownership, Acquisition, United Spinal Association, Marian University, Registered professional accountant, Auditor, Success, Blue, American Institute of Certified Public Accountants, ESOP, Ronald, Indiana CPA Society, Staton, Indiana University, University of Texas at Austin, Certified Fraud Examiner, McDonald House, Association of Certified Fraud Examiners, Professional services, Committee on Finance, Dress, Radford University, Management, Interior design, Audit, Accounting, Alerding

Alerding brings extensive niche experience serving the needs of Manufacturing, Construction, Not-for-Profit, Professional Services, and Tech industries in the Midwest.

Key Points: 
  • Alerding brings extensive niche experience serving the needs of Manufacturing, Construction, Not-for-Profit, Professional Services, and Tech industries in the Midwest.
  • "We are thrilled to announce this merger with the Alerding CPA Group, a 2022 Inside Public Accounting Top 500 Firm," said Brad Shaw, managing director of Blue & Co., LLC.
  • "Michael (Mike) Staton and Dave Garrett were both former employees at Blue, so it has been very exciting to welcome them back.
  • Mike Staton is one of the founding members of Alerding CPA Group and is a graduate of Marian University where he received his B.S.

FirstBank Encourages Coloradans to “Give it Forward” by Providing $30,000 in Free Fuel

Retrieved on: 
Thursday, November 17, 2022
Digital, Organization, Community, Movement, First Bank, Treasury, Employee stock ownership, CDO, Bank

Recognizing the increased financial burden, many Coloradans have faced this year with inflation, and higher gas prices, FirstBank covered the cost of commuters' fuel across six gas stations.

Key Points: 
  • Recognizing the increased financial burden, many Coloradans have faced this year with inflation, and higher gas prices, FirstBank covered the cost of commuters' fuel across six gas stations.
  • FirstBank team members, including Chief Digital Officer (CDO) Kelly Kaminskas, asked recipients to consider giving it forward by donating as little as $1 to a charity of choice on Colorado Gives Day.
  • Colorado Gives Day and Give it Forward are great examples of how a small act of kindness can make a huge impact, said Kelly Kaminskas, CDO of FirstBank.
  • FirstBank put its ethos of banking for good'' into practice to launch Give it Forward in 2014.