The ESOP Association
ESOP Association Resources
May. 09
Welcome to your April issue of the ESOP ReportThis month we've packed the report with tons of articles and news about ESOPs that you won't want to miss!
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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. Erica Beck Spencer is a nationally recognized expert in adult education with more than two decades of experience in curriculum development.
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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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Jul. 31
Welcome to your July 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!
Inside this issue:
Inside this issue:
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Jul. 31
On a very strong 24-2 bipartisan vote, the Senate Appropriations Committee has passed the Labor, Health and Human Services, Education and Related Agencies Appropriations Bill for the 2024 Fiscal Year that begins October 1. As one of 12 annual spending bills Congress must pass before the end of September, this is the initial step in funding the U.S. Department of Labor for the next year.
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Jul. 27
Tenth Circuit Addresses Validity of Individual Arbitration Provision Barring Plan-wide Relief in ESOP Transaction Case
The U.S. Court of Appeals for the Tenth Circuit recently affirmed the denial of a motion to compel arbitration in a putative class action lawsuit involving stock overvaluation. The case, Harrison v. Envision Management Holding, Inc. Board of Directors (No. 22-1098, Feb.
The U.S. Court of Appeals for the Tenth Circuit recently affirmed the denial of a motion to compel arbitration in a putative class action lawsuit involving stock overvaluation. The case, Harrison v. Envision Management Holding, Inc. Board of Directors (No. 22-1098, Feb.
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Jul. 26
It's a party for our second TEA IA/NE Chapter Chat episode!
Host Emily Burds (Rayser Holdings) brings together some chapter friends to discuss their experience at the 2023 ESOP Association National Conference in Washington, D.C., back in May.
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Jul. 25
Summer may be here, but there’s no vacation for TEA’s Chapter teams! We’re continuing to be all about education, as hundreds of TEA members participated in 18 Chapter events held throughout the nation in the month of June. And it’s going to be a busy summer, with ten more TEA Chapter events being offered in July and August. We’ve got Roundtables, ESOPortunity events, multi-track meetings, and golf outings planned, so please be sure to check the latest calendar and join an event near you!
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Jul. 24
Inside this Issue:
Recap of TEA National Conference
CTL Engineering, Inc. - National Company of the Year
Juston Belcher - Chapter Employee-Owner of the Year
Meet Your OH/KY Chapter Officers
New Member Spotlight
Thank Our Sponsors
Read the Newsletter Here >>
Recap of TEA National Conference
CTL Engineering, Inc. - National Company of the Year
Juston Belcher - Chapter Employee-Owner of the Year
Meet Your OH/KY Chapter Officers
New Member Spotlight
Thank Our Sponsors
Read the Newsletter Here >>
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Jul. 20
One of the best ways to build a relationship with and help educate your Member of Congress on ESOP issues is to invite them to visit your company.
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