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









