50: BerryDunn Roundtable
In this episode, visit BerryDunn in Portland, Maine. We share our roundtable discussion with BerryDunn's Seth Webber (Principal, CFA,...
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- Oct 16, 2018
47: Building Your ESOP Board
In this episode we share Jeannine Pendergast of Spinnaker Trust Company, Bret Keisling, Nannu Nobis of Nobis Engineering, and Cindy...
- Oct 2, 2018
45: When Business Decisions Affect Value Level
In this episode, we share "Can ESOPs Do That? When Business Decisions Affect Value Level " presented at The ESOP Association PA/DE...
- Sep 25, 2018
44: ESOP Best Practices
In this episode, we share "Best Practices to Help Trustees Sleep at Night" presented at The ESOP Association PA/DE Chapter & NY/NJ...
- Aug 28, 2018
40: Your ESOP Questions Answered
The Capital Trustees team answers your ESOP questions.
- Aug 14, 2018
38: Engaging an External ESOP Trustee
Capital Trustees’ Co-Managing Director Bret Keisling and Client Relations Associate Brian Keisling take a deep dive into what happens...
- Jun 5, 2018
35: Annual Updates for ESOP Participant Statements
In this week's episode of the ESOP podcast, Bret Keisling, Rich Heeter and Brian Keisling kick off the 2018 summer season -- which in the...
- May 22, 2018
34: ESOPs Make Good Companies Great
CEO Bob Whalen describes how HB Global creates both a positive current working environment today and a retirement vehicle for the future.
- May 8, 2018
32: Anatomy of a LIVE ESOP Transaction
We kick off this episode of The ESOP Podcast with a conversation with Peter Alifaris of Pendo Advisors, LLC. He shares our goals in...
- May 1, 2018
31: Making Financial Statements Fun
This episode of The ESOP Podcast begins with an introduction to George Raftopoulos, principal at ROI Cubed a boutique consulting firm...
- Apr 24, 2018
30: Improving the Bottom Line
This episode of The ESOP Podcast is a recording of the "Improving the Bottom Line: A Technical Look at Culture & Value" presentation...
- Apr 10, 2018
29: Communicating Value to ESOP Participants
This episode of The ESOP Podcast is a recording of the "Communicating Value to Participants" presentation given at the New Jersey/New...
- Mar 20, 2018
26: Internal vs. External ESOP Trustees
In this week's episode of the ESOP podcast, Bret Keisling is joined by Capital Trustees’ Client Relations Associate, Brian Keisling, to...
- Feb 13, 2018
21: ESOP 101: What, Why, and How
In this updated version of our popular “ESOP 101” presentation, Robert C. Hilton Jr., ASA, at South Park Advisors [southparkval.com],...
- Feb 6, 2018
20: Directed vs Discretionary ESOP Trustees
In this week's episode of the ESOP podcast, recorded on Groundhog Day, February 2nd, 2018, Capital Trustee's partners Bret...
- Jan 30, 2018
19: ESOP Past, Present, and Future
Our guest is Martin Staubus, Executive Director of The Beyster Institute at The Rady School of Management, University of California San...
- Jan 23, 2018
18: ESOP Conversations
Our guest is Pete Jones of ESOP Plus, Schatz Brown Glassman LLP, an industry-leading boutique law firm solely focused on employee...
- Dec 5, 2017
14: The Role of ESOP Trustees
Our guest is Howard Kaplan of Kaplan Fiduciary Group; he has over 30 years in the trust and financial services industry and currently...
- Nov 28, 2017
13: ESOPs & Litigation
Our guest is Scott Stitt, an ERISA (Employee Retirement Income Security Act) Attorney at Tucker Ellis LLP's Columbus Ohio office. He has...
- Nov 3, 2017
9: Company Culture
Our guest is Kevin Spall, CEO of Thomson-Shore, a 100 percent employee-owned full-service book manufacturing, printing, publishing,...
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