Mini-cast 195: Quick Look - NCEO's Fall ESOP Forum
Jaymie Oviedo and Danielle Clarke-Newell present a quick look at NCEO's Fall ESOP Forum to be held September 26-28, 2022 in St. Louis.
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- Jul 29
Mini-cast 194: 3 Words to Describe EO
Jessica Carlson @ King Arthur Baking Company, Sarah Diaz @ Switchback Brewing, + Kadie Brenes @ PC Construction share what EO means to them.
- Sep 22, 2020
118: Where is EO? Pt 1. The Problem
Bret Keisling looks at how EO is essentially absent from the public debate, and shares differences between EO and actual movements.
- Mar 3, 2020
103: ICYMI - ESOP Basics: Plan Design & Admin
We spend a lot of time focused on culture and community benefits of ESOPs. Fundamentally, ESOPs are a qualified retirement plan. We turn to
- May 21, 2019
76: Non-Qualified Deferred Compensation and Warrants
In today’s episode, we share a recording of Rich Heeter of Capital Trustees, Robert Hilton of South Park Advisors, and Kathleen Weber of...
- 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 23, 2018
48: Assessing the Feasibility of an ESOP
In this episode, we continue our coverage of The ESOP Association's 4th Annual Great Lakes Regional Conference held October 18th - 19th,...
- 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...
- Jun 20, 2018
37: ESOPs, Co-ops, and Bernie Sanders
In this week's episode, we feature highlights from the Vermont Employee Ownership Conference, #VEOC18, held this year on Friday, June...
- May 15, 2018
33: Women in ESOPs
In this week's episode, we are excited to share an #NCEO18 session that was, to our knowledge, a first of its kind at any national ESOP...
- 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 27, 2018
27: Transitioning to and Embracing an ESOP
Today's episode has two parts, both recorded at the 2018 Spring Conference of the New England Chapter of The ESOP Association on Friday,...