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    202: Steve Deis, Lazear Capital Partners
    • Jun 8

    202: Steve Deis, Lazear Capital Partners

    Steve Deis, managing director of Lazear Capital Partners, describes the role of investment banking in ESOP transactions.
    Mini-cast 183: Is an ESOP Right for You?
    • May 7

    Mini-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.
    Mini-cast 181: Hardship Withdrawals from ESOP Accounts
    • Apr 16

    Mini-cast 181: Hardship Withdrawals from ESOP Accounts

    How employee-owned Central States Manufacturing finds the balance between short term needs and retirement security.
    185: Chris Michael and EO Trusts Revisited
    • Feb 2

    185: 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.
    166: Darren Gleeman - Revisited
    • Sep 15, 2021

    166: Darren Gleeman - Revisited

    Darren Gleeman of MBO Ventures shares his exuberant views that ESOPs are not boring, and are, in fact, pretty sexy!
    154: Jon Shell of Social Capital Partners
    • Jun 9, 2021

    154: Jon Shell of Social Capital Partners

    Jon Shell of Social Capital Partners explains the importance of pension plan funding to grow employee ownership.
    151: Chris Michael and EO Trusts
    • May 19, 2021

    151: Chris Michael and EO Trusts

    Chris Michael of EOT Advisors discusses Employee Ownership Trusts and why EOTs are significantly easier to implement than ESOPs.
    Mini-cast 134: NCEO’s Virtual Learning Series - EOTs
    • May 14, 2021

    Mini-cast 134: NCEO’s Virtual Learning Series - EOTs

    Chris Michael of EOT Advisors talks about NCEO’s upcoming webinar on Employee Ownership Trusts.
    149: Darren Gleeman - ESOPs are NOT Boring
    • May 5, 2021

    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.
    Mini-cast 131: Blue Ridge Acquires Coastal Pensions
    • Apr 23, 2021

    Mini-cast 131: Blue Ridge Acquires Coastal Pensions

    Tom Roback, president of Blue Ridge ESOP Associates, discusses the recent acquisition of Costal Pension Services.
    146: Social Capital Partners & Taylor Guitars Financing
    • Apr 13, 2021

    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.
    Mini-cast 129: Jon Shell of Social Capital Partners
    • Apr 10, 2021

    Mini-cast 129: Jon Shell of Social Capital Partners

    Jon Shell of Social Capital Partners shares three of his EO A-ha Moments.
    Mini-cast 116: EO Interviews - David Hincapie Part 2
    • Jan 8, 2021

    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.
    133: EO Interviews - David Hincapie Part 1
    • Jan 5, 2021

    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.
    126: David Hincapie Pt. 2 - SBA and Growing EO
    • 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.
    Mini-cast 108:  Another EO A-ha Moment - The SBA
    • 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.
    125: David Hincapie Pt. 1 - SBA and EO Funding
    • 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.
    Mini-cast 97: Due Diligence and the USPS
    • 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
    ESOP Summer School 17: Plan Administration & COVID-19
    • 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.
    Mini-cast 81: The DoL and Wilmington Trust Settlement
    • 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,
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