It's time for our annual EO/ESOP Podcast Summer School series. We've selected some of our favorite episodes over the past year for your enjoyment over the summer break.

In this episode, Bret Keisling shared EO A-ha Moments from five previous podcast guests who, besides sharing a passion for employee ownership, all presented or moderated at the 2024 Employee Ownership Ideas Forum, sponsored by the Aspen Institute and the Rutgers Institute for the Study of Employee Ownership and Profit Sharing, that was held in Washington DC on April 9-10, 2024. If you missed it, you can still catch selected video from the Forum on their website.

In this EO A-ha moment compilation you'll hear from Maureen Conway (Aspen Institute), Adria Scharf (Rutgers Institute for the Study of Employee Ownership and Profit Sharing), Corey Rosen (the National Center for Employee Ownership), Evan Edwards (Project Equity), and Jenny Levy (Hypertherm).

Links to the full interviews and more are available on our website at https://www.theesoppodcast.com/post/esop-summer-school-40-eo-a-ha-moments-volume-vii

ESOP Summer School 40: EO A-ha Moments Volume VII.

It's time for our annual EO/ESOP Podcast Summer School series. We've selected some of our favorite episodes over the past year for your enjoyment over the summer break.

In part 1, Bret Keisling was joined by Keith Butcher, managing partner and co-founder of ButcherJoseph & Co., a national investment banking firm focused on middle market M&A and ESOP advisory. Keith shares his view that when mature ESOPs run into trouble, it is not because the ESOP structure is flawed, but that the company and leadership team has lost its entrepreneurial and strategic spirit. He discusses the positive interplay between private equity and employee ownership and why it's a good thing, and why companies should act like they're going to sell in 3 years, whether they intend to or not.

This episode was originally published as the first in a two-part series, which is now available in its entirety on our website at: https://www.theesoppodcast.com/post/esop-summer-school-41-keith-butcher-of-butcherjoseph-part-1

ESOP Summer School 41: Keith Butcher of ButcherJoseph, Part 1

As the US begins to celebrate the July 4th holiday, we're resharing this classic episode in which Bret Keisling reflects on what the holiday means to him and how employee ownership can address what he sees as our most vexing problem in the US, our inability to work together to benefit us all.

Shoutouts to NCEO co-founder Corey Rosen, the Employee Ownership News, and the "Owner to Owner" podcast with Jesse Tyler.

The full transcript of this episode, which includes links to all of the topics mentioned, is available on our website https://www.theesoppodcast.com/post/esop-summer-school-42-from-independence-to-interdependence

ESOP Summer School 42: From Independence to Interdependence

It's time for our annual EO/ESOP Podcast Summer School series. We've selected some of our favorite episodes over the past year for your enjoyment over the summer break.

Bret Keisling was joined by Peter Newman, founder of Peak Wealth Planning [www.peakwealthplanning.com/], a boutique financial advisory firm specializing in high net-worth individuals with an emphasis on employee ownership.

In this episode, Peter discusses the various considerations someone should make as they begin planning for a successful retirement.  Many employee owners may retire with a nest egg that generates more income than the salary.  Peter describes how a mindset shift can be necessary to focus on designing and funding a retirement lifestyle, and why making and implementing financial decisions during the career can have a huge impact on retirement.

This episode was originally published on January 10, 2023, as the first in a three-part series, which is now available in its entirety on our website. The show notes for this episode also include a helpful PDF called "The Employee Owner's Guide to Diversification and Retirement Planning."

https://www.theesoppodcast.com/post/esop-summer-school-43-peter-newman-successful-retirement-planning

ESOP Summer School 43: Peter Newman - Successful Retirement Planning

It's time for our annual EO/ESOP Podcast Summer School series. We've selected some of our favorite episodes over the past year for your enjoyment over the summer break.

Today we're sharing an episode of the "Owner to Owner" podcast. Host Jesse Tyler was joined by three great employee owners at 100% ESOP King Arthur Baking Company, Michael Scanlon, Manager, Workforce Acquisition and Growth, David Turner, Recipe Developer, and Ana Gallo, Fulfillment Operations Manager.

Each guest shares personal insights on what ownership means to them; how they describe ownership when talking to family, friends, and strangers; the three words they use to describe ownership; their EO A-ha moments; and why anyone seeking work should consider a career at King Arthur.

This episode was originally published on October 11, 2023, as Episode 52 of the "Owner to Owner" podcast.

ESOP Summer School 44: Owner to Owner with King Arthur Baking Company

The ESOP Podcast invites listeners to hear insights from the best in the world of employee ownership,  from lawyers, to valuators, to CEOs, and even employee owners themselves – each bringing their own unique outlook and experience to our ongoing conversation about what makes ESOP participation so valuable to companies!

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