242: ICYMI - Steve Deis, Lazear Capital Partners
Steve Deis, managing director of Lazear Capital Partners, describes the role of investment banking in ESOP transactions.
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- Mar 17
Mini-cast 220: ICYMI - Hardship Withdrawals from ESOP Accounts
Finding the balance between short term needs and retirement security through the use of hardship and in-service withdrawals.
- Jan 17
Winter Wonderland 009: Guide Star - Cybersecurity for ESOPs
Evan Rice, VP of 100% ESOP Guide Star, talks about the special fiduciary risks that ESOPs face in keeping their IT as safe as possible.
- Nov 16, 2022
224: Challenges for Mature ESOPs with Jeff Buettner
Jeff Buettner of ButcherJoseph & Co discusses challenges faced by mature ESOPs that go beyond repurchase obligations.
- Nov 9, 2022
223: Stock Appreciation Rights with Jenn Krieger
Jennifer Krieger, financial advisory services director at Weaver, discusses stock appreciation.
- Oct 11, 2022
219: Darren Gleeman Returns to Bust More ESOP Myths
Darren Gleeman of MBO Ventures, busts more ESOP myths including why ESOPs are NOT more complicated than other transactions.
- Aug 2, 2022
209: Rising Interest Rates & ESOP Valuations
Albert del Pilar, managing director at ButcherJoseph & Co., discusses how ESOPs can manage interest rate uncertainty.
- Jul 19, 2022
207: Guide Star - Cybersecurity for ESOPs
Evan Rice, VP of 100% ESOP Guide Star, talks about the special fiduciary risks that ESOPs face in keeping their IT as safe as possible.
- Jul 5, 2022
205: Executive Compensation for ESOPs
M. John Burgess, Esq. of Shumaker and Curtis Schehr of DCS Corp. discuss the importance of ESOP executive compensation plans.
- Jun 7, 2022
202: Steve Deis, Lazear Capital Partners
Steve Deis, managing director of Lazear Capital Partners, describes the role of investment banking in ESOP transactions.
- May 6, 2022
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.
- Apr 15, 2022
Mini-cast 181: Hardship Withdrawals from ESOP Accounts
How employee-owned Central States Manufacturing finds the balance between short term needs and retirement security.
- Feb 1, 2022
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.
- Sep 14, 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!
- Jun 8, 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.
- May 18, 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.
- 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.
- May 4, 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.
- 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.
- 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.
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