The ESOP Association
ESOP Association Resources
May. 09
The ESOP Association today announced the hiring of Erica Beck Spencer to lead the Association’s efforts to transform ESOP education and adult learning. In addition, The ESOP Association is announcing the development of new certification programs across several core ESOP disciplines that will become integrated into future National and Chapter events beginning in January 2026.
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May. 01
In this Issue: A Note from Our PresidentSpring Conference HighlightsFeedback and Observations from the PA/DE Spring ConferenceMake Your Voices Heard!Read full issue >>
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ESOP Brief, Repurchase Obligation, Valuation, Resource
Feb. 25
Understanding the repurchase obligation and its effect on an ESOP company’s valuation.
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ESOP Brief, Repurchase Obligation, Opportunity Cost, New Present Value, Redeem, Recycle, Resource
Feb. 25
Using opportunity cost to understand the true cost of the repurchase obligation on an ESOP company’s share price.
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ESOP Brief, Synthetic Equity, Warrants, Options, Valuation, Resource
Feb. 25
Written for ESOP fiduciaries and trustees, this Brief discusses the interplay of synthetic equity, warrants, and various valuation methods.
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ESOP Report, Legal Update, Ownership Advantage, President's Corner, Washington Report, Engagement, Vesting, Fitz-Gerald, Bonham, Resource
Feb. 10
New ESOP Association CEO announced.
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Resource, Press Releases
Feb. 07
Washington, DC, February 7, 2019 – The ESOP Association (TEA) announced today that James J. Bonham will assume the role of President and Chief Executive Officer (CEO) on March 1. Founded in 1978, TEA is America’s largest national trade association focused on advancing employee ownership through the Employee Stock Ownership Plan (ESOP) model.
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