April 2025 ESOP Report

Welcome to your April issue of the ESOP Report

This month we've packed the report with tons of articles and news about ESOPs that you won't want to miss!

In This Issue

• TEA National Conference 2025
• TEA Announces Leading Education Innovator Erica Beck Spencer Will Spearhead New ESOP Education and Certification Initiatives
• Previewing the Policy Priorities for ESOP Advocacy Day 2025
• The ESOP Association's Fiduciary Guidebook is Now Available!
• TEA Chapter & Regional 2025 Events
• Congratulations to the 2025 Chapter Awards Winners
• In Memoriam: Jack Fitzgerald
• TEA Welcomes New Team Members!
• ESOPs In the News: Preserving Legacy. Empowering People. Expanding Ownership. PFS Welcomes 340 New Employee-Owners Through Strategic Acquisition
• Professional Development: Is it Time to Revamp Your Culture Committee?
• Professional Development: Addressing Excess Annual Additions