Jun 8202: Steve Deis, Lazear Capital PartnersSteve Deis, managing director of Lazear Capital Partners, describes the role of investment banking in ESOP transactions.
May 7Mini-cast 183: Is an ESOP Right for You?The NCEO's Danielle Clark-Newell discusses a June 2022 two-day feasibility seminar "Is an ESOP Right for You?" co-sponsored by the NCEOC.
Apr 16Mini-cast 181: Hardship Withdrawals from ESOP AccountsHow employee-owned Central States Manufacturing finds the balance between short term needs and retirement security.
Feb 2185: Chris Michael and EO Trusts Revisited Chris Michael of EOT Advisors discusses Employee Ownership Trusts and why EOTs are significantly easier to implement than ESOPs.
Sep 15, 2021166: Darren Gleeman - RevisitedDarren Gleeman of MBO Ventures shares his exuberant views that ESOPs are not boring, and are, in fact, pretty sexy!
Jun 9, 2021154: Jon Shell of Social Capital PartnersJon Shell of Social Capital Partners explains the importance of pension plan funding to grow employee ownership.
May 19, 2021151: Chris Michael and EO TrustsChris Michael of EOT Advisors discusses Employee Ownership Trusts and why EOTs are significantly easier to implement than ESOPs.
May 14, 2021Mini-cast 134: NCEO’s Virtual Learning Series - EOTsChris Michael of EOT Advisors talks about NCEO’s upcoming webinar on Employee Ownership Trusts.
May 5, 2021149: Darren Gleeman - ESOPs are NOT BoringDarren Gleeman of MBO Ventures shares his exuberant views that ESOPs are not boring, and are, in fact, pretty sexy.
Apr 23, 2021Mini-cast 131: Blue Ridge Acquires Coastal PensionsTom Roback, president of Blue Ridge ESOP Associates, discusses the recent acquisition of Costal Pension Services.
Apr 13, 2021146: Social Capital Partners & Taylor Guitars FinancingJon Shell (SCP) and Marjorie Kelly (The Democracy Collaborative) discuss a Canadian pension fund’s financing of Taylor Guitars’ ESOP.
Apr 10, 2021Mini-cast 129: Jon Shell of Social Capital PartnersJon Shell of Social Capital Partners shares three of his EO A-ha Moments.
Jan 8, 2021Mini-cast 116: EO Interviews - David Hincapie Part 2Part 2 of our interview with David Hincapie, with concrete examples of how EO practitioners and advocates can use the SBA to grow EO.
Jan 5, 2021133: EO Interviews - David Hincapie Part 1David Hincapie of the Small Business Administration discusses SBA 7(a) & 504 loans, challenges to EO funding, and his EO A-ha Moment.
Nov 17, 2020126: David Hincapie Pt. 2 - SBA and Growing EOWe're joined by the SBA’s David Hincapie to share concrete examples of how EO practitioners and advocates can use the SBA to grow EO.
Nov 13, 2020Mini-cast 108: Another EO A-ha Moment - The SBABret Keisling shares a recent EO A-ha Moment, when he realized the amazing potential for EO practitioners & advocates to work with the SBA.
Nov 10, 2020125: David Hincapie Pt. 1 - SBA and EO FundingDavid Hincapie of the Small Business Administration discusses SBA 7(a) & 504 loans, challenges to EO funding, and his EO A-ha Moment.
Aug 29, 2020Mini-cast 97: Due Diligence and the USPSCurrent USPS controversies examined from the perspective of what an ESOP Trustee would want to understand about recent operational decisions
Aug 18, 2020ESOP Summer School 17: Plan Administration & COVID-19Tom Roback, CEO of Blue Ridge ESOP Associates joined host Bret Keisling for a look at ESOP Plan administration during the pandemic.
May 8, 2020Mini-cast 81: The DoL and Wilmington Trust SettlementThe Department of Labor and Wilmington Trust settled three lawsuits and 18 investigations. While not admitting any wrongdoing,