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.
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- 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.
- Apr 9, 2021
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, 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.
- 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.
- 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 28, 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 21, 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
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