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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.
May 6, 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.
Apr 15, 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.
Feb 1, 2022


166: Darren Gleeman - Revisited
Darren Gleeman of MBO Ventures shares his exuberant views that ESOPs are not boring, and are, in fact, pretty sexy!
Sep 14, 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.
Jun 8, 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 18, 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 14, 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.
May 4, 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 23, 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 13, 2021


Mini-cast 129: Jon Shell of Social Capital Partners
Jon Shell of Social Capital Partners shares three of his EO A-ha Moments.
Apr 9, 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 8, 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.
Jan 5, 2021


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 17, 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 13, 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.
Nov 10, 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 28, 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.
Aug 18, 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,
May 8, 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 21, 2020
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