Internal vs. External

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)

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

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

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

The Department of Labor and Wilmington Trust settled three lawsuits and 18 investigations. While not admitting any wrongdoing,

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

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

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

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

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

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

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

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

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

Welcome to the ESOP Podcast. Our introductory episode, recorded in September 2017, is a conversation between Capital Trustees partners...