ESOP Report

ESOP Report | Volume 40, Issue 4

Welcome to Volume 40, Issue 4 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