We spend a lot of time focused on culture and community benefits of ESOPs. Fundamentally, ESOPs are a qualified retirement plan. We turn to

In today’s episode, we share a recording of Rich Heeter of Capital Trustees, Robert Hilton of South Park Advisors, and Kathleen Weber of ESOP Plus presenting...

In this episode, we share Capital Trustees' Managing Director Rich Heeter's presentation at that conference on "The Roles and Responsibilities of ESOP Truste...

In this episode, we continue our coverage of The ESOP Association's 4th Annual Great Lakes Regional Conference [www.esopassociation.org/chapters] held Octobe...

In this episode we share Jeannine Pendergast of Spinnaker Trust Company, Bret Keisling, Nannu Nobis of Nobis Engineering, and Cindy Turcot of Gardener’s Supp...

In this episode, we share "Can ESOPs Do That? When Business Decisions Affect Value Level " presented at The ESOP Association PA/DE Chapter & NY/NJ Chapter Mu...

In this episode, we share "Best Practices to Help Trustees Sleep at Night" presented at The ESOP Association PA/DE Chapter & NY/NJ Chapter Multi-State 2018 C...

In this week's episode, we feature highlights from the Vermont Employee Ownership Conference, #VEOC18, held this year on Friday, June 8th, 2018 at the UVM Da...

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 conference; we're sha...

We kick off this episode of The ESOP Podcast with a conversation with Peter Alifaris of Pendo Advisors, LLC. He shares our goals in stepping through the "Ana...

This episode of The ESOP Podcast begins with an introduction to George Raftopoulos, principal at ROI Cubed a boutique consulting firm that helps business own...

This episode of The ESOP Podcast is a recording of the "Improving the Bottom Line: A Technical Look at Culture & Value" presentation given at the National Ce...

This episode of The ESOP Podcast is a recording of the "Communicating Value to Participants" presentation given at the New Jersey/New York Chapter of The ESO...

Today's episode has two parts, both recorded at the 2018 Spring Conference of the New England Chapter of The ESOP Association on Friday, March 23rd in Burlin...