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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Jan. 29
A unique thing about ESOP companies is that the trustee is the shareholder of record for the corporation, not the ESOP participants, who are beneficial owners. The trustee is a critical player, but the concept of a trustee can be confusing and unfamiliar to employee-owners. At most ESOP companies, a small group of employees, such as the CEO and CFO, regularly interact with the trustee through their functional roles, but otherwise employees don’t naturally interact with or get to know the trustee in the normal course of business.
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Jan. 29
The ESOP Association’s 19 chapters offer events throughout the year, providing essential learning and networking opportunities for ESOPs, employee owners, and professionals. Whether you’re looking to expand your knowledge, connect with peers, or gain insights from industry experts, the Association’s chapter events offer something for everyone.
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Jan. 29
Highly Engaged Chapter Leadership Teams Helping Drive Innovation & Growth at TEAThe ESOP Association's chapter structure, established in 1986, is a key element of our organization's strength. Comprised of 19 chapters across all states and regions of the U.S., TEA’s chapters are led by dedicated volunteers who play a vital role in advancing employee ownership.
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Jan. 29
The ESOP Association’s National Conference, held in Washington, DC each May, is not just a great opportunity to bolster your ESOP education, it’s also a vitally important opportunity to share your voice with Congress. While advocacy is important year-round, the stakes for ESOPs couldn’t be higher in 2025. The federal government, including both the U.S. Department of Labor and Congress, are working on issues that will affect ESOPs for years to come, and your voice has never been more important.
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Jan. 29
Washington, DC is a town with a lot of sayings borne from the hard-earned political wisdom one acquires working here. Recently, with the release and withdrawal of the Biden Administration’s ideas of what constitutes Adequate Consideration for ESOPs, two of those sayings come to the top of my mind.First, if you like laws or sausages, don’t watch either being made. And, another favorite: How do you eat an elephant? One bite at a time.
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Jan. 29
Welcome to your January 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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