top of page
Search
Nov 16, 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
Nov 9, 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.
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.
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....
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,
Apr 21, 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
May 28, 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...
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...
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 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...
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...
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...
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],...
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...
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...
bottom of page