The #EsOp Podcast Summer School is in session!
At www.EsOpPodcast.com you can find hundreds of voices across all aspects of #employeeownership. Level up your EO knowledge while you walk the dog, work in the garden, sit on the beach, or π
Just hit the search bar to highlight the episodes relevant to you, and then listen right on our website or on the YouTube, iHeart, Spotify, Amazon, or Apple Podcast app.
#business #podcast
Employee Ownership A-ha Moment Clips
π‘ An employee ownership "A-ha Moment" is that moment when you realize that EO isn't just good, it has the power to be transformative.
If you are an #employeeowner, we'd love to hear from you! DM us with the moment that YOU realized that EO was more than 'just' a retirement plan.
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Heard in this clip, in order: Bret Keisling from EO Podcast Network, Adria Scharf The Aspen Institute Economic Opportunities Program, Corey Rosen National Center for Employee Ownership (NCEO), Evan Edwards Project Equity, and Jenny Levy at Hypertherm North America.
π§ Hear more on The #EsOp Podcast Episode 276 on YouTube, iHeart, Spotify, Amazon, Apple Podcasts, or right on our website here: https://www.theesoppodcast.com/post/261-eo-a-ha-moments-volume-vii
#podcast #business #employeeowned
Curious about #EmployeeOwnership? Listen to The EsOp Podcast at www.theEsOpPodcast.com and join the conversation about why employee ownership is so important and valuable.
Need more information? Schedule a free, no obligation chat with Bret Keisling on his calendar here π
π https://calendly.com/eo_bret/initial-consultation-no-charge?month=2024-06
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The EsOp Podcast episodes featured in this clip compilation:
π§ Employee Owners & Their Communities; Mini-cast 212 - Published on December 3, 2022
π§ EO Culture Doesn't Need to Be Fun; Mini-cast 245 - Published on November 25, 2023
π§ Transitioning to an ESOP Part 1; Episode 238 - Published on May 28, 2023
π§ From Nah to A-ha; Mini-cast 253 - Published February 2, 2024
π§ Is Your ESOP Stuck in Neutral?; Mini-cast 254 - Published on February 17, 2024
All of these episodes and more are available at www.EsOpPodcast.com or on Google/YouTube, iHeart, Spotify, Amazon, or Apple Podcasts.
ESOP Independent Board Members
The #EsOp Mini-cast 244: ESOP Companies Independent Board Members
Bret Keisling discusses Independent Board Members for ESOP Companies, including a definition of "independent," why it's important for the company as a best practice and fiduciarily, the number of independent board members to consider, and what criteria to consider when choosing independent board members.
Looking for a fresh voice at your next #employeowned event? Head to the web page for this episode to schedule a free, no obligation conversation about having Bret speak to your board or employee owners π https://www.theesoppodcast.com/post/mini-cast-244-esop-companies-independent-board-members
Reflections on The NCEO 2024 Annual Employee Ownership Conference
The #EsOp Mini-cast 264: Jesse Tyler's Reflections on The NCEO 2024 Annual Conference
Bret Keisling is joined by Jesse Tyler, Hypertherm North America Associate and host of the "Owner to Owner" podcast, to share brief highlights from the National Center for Employee Ownership (NCEO)'s 2024 Annual Conference, held April 29-May 1 in Tampa Florida.
Jesse describes two panels he presented on, one on inspiring newer employee owners and another with Sargent of Maine about EO podcasting.
Jesse notes how #employeeownership conferences have evolved in the last decade by including more forms of employee ownerships than just ESOPs and worker co-ops to include EOTs, ESOP acquisition and holding companies and even private equity. Jesse also applauds two inspiring quotes Jennifer Briggs made at the conference.
Head to our website for the full transcript for this episode, with links to further information: https://www.theesoppodcast.com/post/264-jesse-tyler-s-reflections-on-the-nceo-2024-annual-conference
The NCEOX Initiative
The #EsOp Mini-cast 263: ICYMI - The NCEOX Initiative
From April 2023. To celebrate the NCEO's 2024 Annual Conference, Bret Keisling an exciting announcement made at the National Center for Employee Ownership (NCEO)'s Annual Conference last year by Loren Rodgers (NCEO) and Steve Storkan (EOX) about the formation of the NCEOX Initiative. This collaboration will combine the excellent messaging of the NCEO with the amazing messengers at Employee Ownership Expansion Network and their state employee ownership centers, which currently cover 70% of the US.
π§ Listen to or read the full episode on The EsOp Podcast website at https://www.theesoppodcast.com/post/mini-cast-263-icymi-the-nceox-initiative
Celebrating Project Equity's 10th Anniversary
The #EsOp Mini-cast Episode 262: Celebrating Project Equity's 10th Anniversary
Bret Keisling celebrates Project Equity's 10th Anniversary. On April 1, 2014, Hilary Abell and Alison Lingane began working part-time with a goal of scaling #employeeownership. In its first year, they created a feasibility study for different strategies to grow EO, created a worker coop academy pilot project with partners based out of Oakland, and articulated its initial organizational mission and values. Included in the Mini-cast is an excerpt from 2020 in which Alison Lingane briefly shares Project Equity's origin story.
Today Project Equity operates primarily as a virtual organization of thirty team members. They have led the way with national partner collaborations, educated approximately 15,000 people about EO, and support 30-40 companies each year with technical assistance for their EO transition journeys. Congratulations and thank you to Project Equity's present and past team members. We have no doubt the best is yet to come.
π§ The full podcast, video, transcript, and show notes with links to previous Project Equity episodes are all available on our website at https://www.theesoppodcast.com/post/mini-cast-262-celebrating-project-equity-s-10th-anniversary
The EsOp Podcast Ep. 277: Maureen Conway and Adria Scharf on the EO Ideas Forum
The #EsOp Podcast Episode 277: Maureen Conway and Adria Scharf on the EO Ideas Forum
Bret Keisling is joined by Maureen Conway, Executive Director of The Aspen Institute Economic Opportunities Program, and Adria Scharf, Associate Director of the Rutgers School of Management and Labor Relations - SMLR Study of Employee Ownership and Profit Sharing, who discuss their takeaways and reflections on the April 2024 Employee Ownership Ideas Forum.
Learn more in the show notes for this episode on our website at https://www.theesoppodcast.com/post/277-maureen-conway-and-adria-scharf-on-the-eo-ideas-forum
#employeeownership #talkopportunity #jobquality
The #EsOp Mini-cast Ep. 261: Daniel Goldstein on EO and Rural America
π§https://www.theesoppodcast.com/post/mini-cast-261-daniel-goldstein-on-eo-and-rural-america
Bret Keisling is joined by Daniel Goldstein, retired president and CEO of Folience, an ESOP holding company. Daniel was on a panel at this weekβs Employee Ownership Ideas Forum in a session called "Hometown Ownership: The Impact of Employee Ownership in Rural Communities."
In this excerpt from an upcoming EsOp Podcast episode, Daniel discusses how #employeeownership in rural areas provide economic opportunities, support multi-generational employment, and use innovative technology to upskill employees.
The Employee Ownership Ideas Forum, co-sponsored by The Aspen Institute Economic Opportunities Program and Rutgers School of Management and Labor Relations - SMLR Institute for the Study of Employee Ownership and Profit Sharing, was held April 9-10, 2024.
#talkopportunity
Creating EO A-ha Moments for YOUR Employee Owners
The #EsOp Mini-cast 260: Creating EO A-ha Moments for Your Employee Owners
https://www.theesoppodcast.com/post/mini-cast-260-creating-eo-a-ha-moments-for-your-employee-owners
Bret Keisling wants to work with employee-owned companies to create more EO A-ha Moments for #employeeowners. Itβs that moment when someone realizes that EO can be transformative. Employee owners experience these moments in different ways: at EO conferences; interacting with other #employeeowned companies; or when an employee owner recognizes that they actually have a voice at their company. Feeling valued, heard, and respected can have a dramatic effect on culture and profitability.
The most mentioned EO A-ha Moment among owners is when they received their annual statements and saw an increase in the company value and in their personal account.
The increase in value and improvements to culture don't happen in a vacuum. It takes mindfulness, repetition, and dedication to create a great EO workplace, which we know helps make EO companies more profitable and dramatically improve recruitment and retention.
If you're not sure where to start, Bret Keisling can help. See the Show Notes for this episode for a link to Bretβs calendar to schedule a free, no obligation conversation about how he can help create EO A-ha Moments for YOUR employee owners. π https://www.theesoppodcast.com/post/mini-cast-260-creating-eo-a-ha-moments-for-your-employee-owners
No Corporate Income Tax
#FastFactFriday - How much do ESOPs pay in corporate tax?
π‘ This #employeeownership A-ha Moment is one of hundreds in the EO Podcast Network archives.
Search for more at https://www.eopodcastnetwork.com/, or DM us now to schedule a no-obligation conversation with Bret Keisling about your specific question.
Celebrating 205,000+ Podcast Listens
The #EsOp Mini-cast 257: Celebrating 205,000+ Podcast Listens
Bret Keisling is thrilled to announce that our podcast episodes have been listened to or downloaded over 205,632 times since 2017! Thank you to our fantastic guests, dedicated team (past and present), and most importantly, YOU - our listeners, for making this possible. The EsOp Podcast and Mini-cast are platforms for empowering conversations and inspiring stories in the world of employee ownership. Thank you for being part of our incredible journey. Let's keep amplifying and celebrating the voices of employee owners together!
The only thing Bret loves more than hosting the podcasts is speaking in person with employee owners and EO companies. Use the link in the comments to schedule a free, no obligation chat to see how Bret can help you grow your ESOP, co-op, and EOT.
π§ https://www.theesoppodcast.com/post/mini-cast-257-celebrating-205-000-podcast-listens
Employee Ownership and the Founder's Legacy
The #EsOp Mini-cast 256: EO and the Founder's Legacy
Bret Keisling discusses the impact of employee ownership (EO) on creating a permanent legacy for company founders. He highlights the #SilverTsunami phenomenon, which will see many baby boomer business owners ready to retire, the rarity of successful business sales, and the benefits of transitioning to employee ownership. Keisling emphasizes the positive legacy and community impact of EO, urging business owners to consider the long-term effects of their decisions. He also offers his expertise to guide owners through Employee Stock Ownership Plan transactions.
If you're considering a transaction to become an ESOP, and you don't know where to turn or how to get started, or what to believe with all the myths out there, schedule a free, no obligation chat with Bret Keisling on our website here: https://www.theesoppodcast.com/post/mini-cast-256-eo-and-the-founder-s-legacy
Ownership" Reinventing Companies, Capitalism, and Who Owns What
The #EsOp Podcast Episode 270: ICYMI - Corey Rosen, The NCEO Founder and Coauthor of "Ownership"
In this episode, Bret Keisling was joined by Corey Rosen, founder of the National Center for Employee Ownership (NCEO) and coauthor (with John Case) of "Ownership: Reinventing Companies, Capitalism, and Who Owns What." Corey discusses his book, federal/state EO legislation, collaborations, and why this may be #employeeownership's moment.
Here's a clip of Corey Rosen talking about his "EO A-ha Moment." Listen to the full #podcast and learn more on our website: https://www.theesoppodcast.com/post/270-icymi-corey-rosen-the-nceo-founder-and-coauthor-of-ownership
ESOP Education for Family Members
The #EsOp Mini-cast: ESOP Education for Family Members
Bret Keisling discusses the importance of educating family members of #employeeowners about ESOPs and suggests having a separate annual event for this purpose. He emphasizes the benefits of family education in reinforcing job satisfaction, improving retention, and reducing turnover, all of which tend to improve profitability. Additionally, he highlights the value of including ESOP account information in conversations about salary and benefit packages to demonstrate the financial advantages of employee ownership over comparable jobs at non-employee-owned companies.
Not sure how to get started educating family members? For help with this or other ESOP topics, schedule a free no-obligation conversation through the link on our website for this episode. π https://www.theesoppodcast.com/post/mini-cast-255-esop-education-for-family-members
269: Planning an ESOP Statement Annual Meeting
The #EsOp Podcast Ep. 269: Planning an ESOP Statement Annual Meeting
Bret Keisling shares the "Do's and Don'ts" of planning an ESOP Statement Annual Meeting, which besides #EmployeeOwnershipMonth is the best way to celebrate, educate, and motivate a company's employee owners. ESOPs are required by law to value the company annually and to provide account statements to every employee owner.
Companies should consider turning the share value announcement into an event. Besides comments from the CEO or other top management, consider inviting the trustee, valuation advisor, third party administrator, and ESOP lawyers, as well as members of the company board of directors and possibly even elected officials. Bret also shares what to do if there's a decrease in value.
Bret would love to speak at your ESOP statement annual meeting either in person or remotely. Schedule a free no-obligation conversation through the link in the show notes for this episode, here: https://www.theesoppodcast.com/post/269-planning-an-esop-statement-annual-meeting
Is Your ESOP Stuck in Neutral?
The #ESOP Mini-cast 254: Is Your ESOP Stuck In Neutral?
Our usual focus on the EsOp Podcast and Mini-cast is about what employee-owned companies do right. But in reality, the majority of employee-owned companies are stuck in neutral, and sometimes getting out of neutral is very challenging. For many companies, ESOPs are an economic retirement benefit only that has failed to deliver in any other aspect.
There are many great options on where to turn for resources to help get out of neutral. But for some these great resources can lead to sensory overload. Where do you start if you don't know what you don't know? Bret offers his thoughts on how he can help get your employee-owned company out of neutral, and reach the next level.
Schedule a free, no obligation chat with Bret Keisling via the show notes for this episode π https://www.theesoppodcast.com/post/mini-cast-254-is-your-esop-stuck-in-neutral
The EsOp Podcast: Starting to Build and Employee Ownership Culture
π± "The best time to plant a tree was 20 years ago. The second best time is now." π³
NOW is a great time to review your company's #employeeownership culture. We're sharing #EsOp Mini-cast Episode 239 from the archives, in which Bret Keisling takes a brief look at how to start building an employee ownership culture. It doesn't happen overnight, and success has a lot to do with where the company's culture is starting from.
π§ https://www.theesoppodcast.com/post/mini-cast-239-starting-to-build-an-eo-culture
