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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
Nov 17, 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.
Nov 10, 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.
Feb 9, 2021

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....
Dec 18, 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,
May 8, 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
Apr 21, 2020

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...
May 28, 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...
Mar 5, 2019


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...
Dec 11, 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 16, 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...
Aug 14, 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...
Mar 20, 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],...
Feb 13, 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...
Feb 6, 2018


1: Being an ESOP Trustee
Welcome to the ESOP Podcast. Our introductory episode, recorded in September 2017, is a conversation between Capital Trustees partners...
Sep 21, 2017
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