Fiduciary

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Act Like an Owner
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May 5

149: Darren Gleeman - ESOPs are NOT Boring

Darren Gleeman of MBO Ventures shares his exuberant views that ESOPs are not boring, and are, in fact, pretty sexy.

Apr 23

Mini-cast 131: Blue Ridge Acquires Coastal Pensions

Tom Roback, president of Blue Ridge ESOP Associates, discusses the recent acquisition of Costal Pension Services.

Apr 13

146: Social Capital Partners & Taylor Guitars Financing

Jon Shell (SCP) and Marjorie Kelly (The Democracy Collaborative) discuss a Canadian pension fund’s financing of Taylor Guitars’ ESOP.

Apr 10

Mini-cast 129: Jon Shell of Social Capital Partners

Jon Shell of Social Capital Partners shares three of his EO A-ha Moments.

Jan 8

Mini-cast 116: EO Interviews - David Hincapie Part 2

Part 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

133: EO Interviews - David Hincapie Part 1

David Hincapie of the Small Business Administration discusses SBA 7(a) & 504 loans, challenges to EO funding, and his EO A-ha Moment.

Nov 17, 2020

126: David Hincapie Pt. 2 - SBA and Growing EO

We'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, 2020

Mini-cast 108: Another EO A-ha Moment - The SBA

Bret 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, 2020

125: David Hincapie Pt. 1 - SBA and EO Funding

David Hincapie of the Small Business Administration discusses SBA 7(a) & 504 loans, challenges to EO funding, and his EO A-ha Moment.

Aug 29, 2020

Mini-cast 97: Due Diligence and the USPS

Current USPS controversies examined from the perspective of what an ESOP Trustee would want to understand about recent operational decisions

Aug 18, 2020

ESOP Summer School 17: Plan Administration & COVID-19

Tom Roback, CEO of Blue Ridge ESOP Associates joined host Bret Keisling for a look at ESOP Plan administration during the pandemic.

May 8, 2020

Mini-cast 81: The DoL and Wilmington Trust Settlement

The Department of Labor and Wilmington Trust settled three lawsuits and 18 investigations. While not admitting any wrongdoing,

Apr 22, 2020

109: Internal & External Trustees Revisited

As the global pandemic continues to play out, we revisit the differences and similarities between internal and external trustees, explain in

Apr 11, 2020

Mini-cast 77: Bankruptcy & ESOP Participants

When an ESOP company files for bankruptcy, ESOP participants are at risk of losing everything because they are, at most, unsecured creditors

Apr 8, 2020

107: Tom Roback - Plan Administration & COVID-19

A look at ESOP Plan administration during the pandemic. Topics discussed include distributions and other plan changes under The CARES Act...

Mar 3, 2020

103: ICYMI - ESOP Basics: Plan Design & Admin

We spend a lot of time focused on culture and community benefits of ESOPs. Fundamentally, ESOPs are a qualified retirement plan. We turn to

Feb 7, 2020

Mini-cast 69: ESOP Participants and Plan Information

ESOP companies must provide participants (including current and former employees) certain information including an annual account statement

Feb 5, 2020

99: CapEx, Real Estate, and ESOP Share Price

We look at whether it's appropriate to make capital expenditures (CapEx) that result in a drop in share price, whether it's okay...

Nov 5, 2019

90: Seth Webber & Robust Forecasting

Inaccurate or non-existent forecasts continue to dominate DoL and civil ESOP cases. Webber explains not just how to forecast, but why manage

Oct 4, 2019

Mini-cast 54: Examining Leases and ESOP Valuations; and What Does it Mean to Act Like an Owner?

We explain how a trustee ensures a company pays fair rent; and we continue our look at what it means to #ActLikeAnOwner.

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