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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Apr. 30
An Initial Look at President Biden’s Proposals  

Wednesday, President Biden introduced the nation to his American Jobs Plan and Made in America Tax Plan -- plans that seek to alter the federal tax structure, boost America’s infrastructure, and address issues related to families. We have conducted an initial review of these proposals, specifically the tax changes, to consider their effects on the ESOP community. Below are some observations on how these proposed changes, as currently presented, may affect ESOPs.
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Apr. 23
Read how to maintain the confidentiality of your valuation reports while providing necessary access to auditors.
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Apr. 15
Inside this issue:

Spring meeting. 
Biden Administration nominations
Employee Owners, Jobs, and the Local Community
Calendar of Events
Update on spring visits to Capitol Hill during the National Conference
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Apr. 15
In this issue of the Wisconsin Chapter newsletter read about our spring meeting, find out who won our chapter awards, meet this month's featured members, learn about upcoming events, and get an update on our government relations activities. 
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Apr. 08
In this issue of your chapter newsletter, read a letter from the President, learn about new advocacy initiatives, find out upcoming chapter events, learn about the chapter award winners, see the profile on member company Folience, and meet two new member companies—Woodruff Construction and Dean Snyder Construction.
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