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261: Growing EO in New Hampshire
Recording of the panel discussion at the November 2023 gathering of New Hampshire ESOPs hosted by Hypertherm.
Nov 28, 2023

Mini-cast 240: Talking to Young Workers About Employee Ownership
Advice on how to talk to young workers about employee ownership.
Oct 20, 2023

ESOP Summer School Mini-cast 32: Rutgers Institute Launches Online EO Course
ESOP Summer School: A new online course, "Our Share: Employee Ownership as a Wealth Sharing Tool," presented by the Rutgers Institute.
Sep 1, 2023

Mini-cast 216: Rutgers Institute Launches Online EO Course
An exciting new online course, "Our Share: Employee Ownership as a Wealth Sharing Tool," is being presented by the Rutgers Institute.
Feb 18, 2023

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.
Aug 5, 2022

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.
Jul 29, 2022

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.
Sep 22, 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
Mar 3, 2020


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...
May 21, 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


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 23, 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


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...
Oct 2, 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...
Sep 25, 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...
Jun 20, 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 15, 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 8, 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...
May 1, 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 24, 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...
Apr 10, 2018
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