Nov 17, 2021174: 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
Nov 10, 2021173: 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, 2021138: Tracy Till - EO Companies, Boards, & OrgsTracy Till discusses the importance of a good Board of Directors for strategic growth and why she works with Certified EO and EOX.
Dec 18, 2020Mini-cast 113: Shutdowns, Trustees & the BoDBret Keisling looks at government-ordered shutdowns, and the role of the trustee and board of directors if a company violates them....
May 8, 2020Mini-cast 81: The DoL and Wilmington Trust SettlementThe Department of Labor and Wilmington Trust settled three lawsuits and 18 investigations. While not admitting any wrongdoing,
Apr 22, 2020109: Internal & External Trustees RevisitedAs the global pandemic continues to play out, we revisit the differences and similarities between internal and external trustees, explain in
May 29, 201977: ESOP 101 What, Why, and HowIn “ESOP 101,” Robert C. Hilton Jr., ASA, at South Park Advisors, Tabitha Croscut at Devine Millimet and Branch, Attorneys at Law, and...
Mar 5, 201965: The Importance of External TrusteesAt the 2019 #ESOPPros Conference, The ESOP Podcast sat down with Kjersti Cory, Senior Vice President at 100% employee owned GreatBanc...
Dec 11, 201855: Roles and Responsibilities of ESOP TrusteesIn this episode, we share Capital Trustees' Managing Director Rich Heeter's presentation at that conference on "The Roles and...
Oct 16, 201847: Building Your ESOP BoardIn this episode we share Jeannine Pendergast of Spinnaker Trust Company, Bret Keisling, Nannu Nobis of Nobis Engineering, and Cindy...
Aug 14, 201838: Engaging an External ESOP TrusteeCapital Trustees’ Co-Managing Director Bret Keisling and Client Relations Associate Brian Keisling take a deep dive into what happens...
Mar 20, 201826: Internal vs. External ESOP TrusteesIn this week's episode of the ESOP podcast, Bret Keisling is joined by Capital Trustees’ Client Relations Associate, Brian Keisling, to...
Feb 13, 201821: ESOP 101: What, Why, and HowIn this updated version of our popular “ESOP 101” presentation, Robert C. Hilton Jr., ASA, at South Park Advisors [southparkval.com],...
Feb 6, 201820: Directed vs Discretionary ESOP TrusteesIn this week's episode of the ESOP podcast, recorded on Groundhog Day, February 2nd, 2018, Capital Trustee's partners Bret...
Sep 21, 20171: Being an ESOP TrusteeWelcome to the ESOP Podcast. Our introductory episode, recorded in September 2017, is a conversation between Capital Trustees partners...