174: NCEO & Independent Board Directors (Part 2)
Loren Rodgers, Jennifer Briggs, and Victor Aspengren discuss the NCEO's Board Excellence Toolkit & Candidate Directory and BoD best practice
Search
- Nov 10, 2021
173: NCEO & Independent Board Directors (Part 1)
A roundtable on NCEO's Board Excellence Toolkit & Candidate Directory, and reasons why independent directors are so important.
- Feb 9, 2021
138: Tracy Till - EO Companies, Boards, & Orgs
Tracy Till discusses the importance of a good Board of Directors for strategic growth and why she works with Certified EO and EOX.
- Dec 18, 2020
Mini-cast 113: Shutdowns, Trustees & the BoD
Bret Keisling looks at government-ordered shutdowns, and the role of the trustee and board of directors if a company violates them....
- 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
- May 28, 2019
77: ESOP 101 What, Why, and How
In “ESOP 101,” Robert C. Hilton Jr., ASA, at South Park Advisors, Tabitha Croscut at Devine Millimet and Branch, Attorneys at Law, and...
- Mar 5, 2019
65: The Importance of External Trustees
At the 2019 #ESOPPros Conference, The ESOP Podcast sat down with Kjersti Cory, Senior Vice President at 100% employee owned GreatBanc...
- Dec 11, 2018
55: Roles and Responsibilities of ESOP Trustees
In this episode, we share Capital Trustees' Managing Director Rich Heeter's presentation at that conference on "The Roles and...
- 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...
- 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...
- 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...
- Sep 21, 2017
1: Being an ESOP Trustee
Welcome to the ESOP Podcast. Our introductory episode, recorded in September 2017, is a conversation between Capital Trustees partners...