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    174: NCEO & Independent Board Directors (Part 2)
    • Nov 17, 2021

    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
    173: NCEO & Independent Board Directors (Part 1)
    • 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.
    138: Tracy Till - EO Companies, Boards, & Orgs
    • 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.
    Mini-cast 113: Shutdowns, Trustees & the BoD
    • 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....
    Mini-cast 81: The DoL and Wilmington Trust Settlement
    • 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,
    109: Internal & External Trustees Revisited
    • Apr 22, 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
    77: ESOP 101 What, Why, and How
    • May 29, 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...
    65: The Importance of External Trustees
    • 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...
    55: Roles and Responsibilities of ESOP Trustees
    • 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...
    47: Building Your ESOP Board
    • 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...
    38: Engaging an External ESOP Trustee
    • 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...
    26: Internal vs. External ESOP Trustees
    • 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...
    21: ESOP 101: What, Why, and How
    • 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],...
    20: Directed vs Discretionary ESOP Trustees
    • 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...
    1: Being an ESOP Trustee
    • 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...
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