April 2025 ESOP Report
Welcome to your April 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!
A "Kind" Term to differentiate ESOP Association Resources from other articles.
The ESOP Association
Resources
The ESOP Association Announces Leading Education Innovator Erica Beck Spencer Will Spearhead New ESOP Education and Certification Initiatives
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.
Pennsylvania/Delaware Newsletter Spring 2025
In this Issue:
- A Note from Our President
- Spring Conference Highlights
- Feedback and Observations from the PA/DE Spring Conference
- Make Your Voices Heard!
Professional Development: Building a Culture of Ownership at Web Industries
In 2025 Web Industries is celebrating 40 years of employee ownership, 25 of them as a 100% ESOP. Web is a manufacturer with facilities and employee owners in both the US and the EU. We are very intentional about implementing systems and structures for high participation.
ESOP PAC: A Powerful Advocacy Tool
“If you’re not at the table, you’re on the menu…”
The ESOP Association Expands Executive Programming With Inaugural CFO Summit
Calling senior ESOP finance leaders: The ESOP Association will convene the first ever annual CFO Summit in Park City, Utah from June 22-24, 2025. Modeled after our very popular and useful CEO Summit conference, this event marks another new chapter of executive programming offered by The ESOP Association.
How the Department of Labor Can Help ESOPs in the Near Term
On March 11, Lori Chavez-DeRemer was officially sworn in as Secretary of Labor. The ESOP Association strongly supported Secretary Chavez-DeRemer’s confirmation because she has a deep understanding of ESOP businesses and the transformative power of employee ownership.
Are You Joining Us in DC?
The ESOP Association’s 2025 National Conference is right around the corner!
U.S. Secretary of Labor Lori Chavez-DeRemer Meets with ESOP Association CEO Jim Bonham to Discuss Regulatory, Policy Priorities for ESOPs
Less than three weeks after being sworn into office, U.S. Secretary of Labor Lori Chavez-DeRemer met with The ESOP Association’s President and CEO, James Bonham, to discuss the Association’s regulatory priorities under the Trump Administration. Chavez-DeRemer had been a strong and vocal supporter of ESOPs while serving in Congress.