Bret Keisling looks at ESOP participants' annual statements including what information must be included, the different ways companies can share the information, and what annual statements mean and don't mean.

The full transcript of this episode is available on our website at: https://www.theesoppodcast.com/post/mini-cast-91-esop-annual-statements

Welcome to our third annual EO/ESOP Podcast Summer School series. We've selected some of our favorite episodes over the past year to bring you all summer long. We're going to spend the summer catching our breath and recharging our batteries. We're also going to be wearing masks and practicing social distancing.

In this episode, we looked at an exemplar of how to present the benefits of EO. Four passionate advocates for EO testified in February 2020, before a US House Small Business Committee hearing on the "Challenges and Benefits of Employee-owned Small Businesses."

We shared some of the testimony from the advocates, including Daniel Goldstein, President and CEO of employee-owned Folience; R. L. Condra, Vice President of Advocacy and Government Programs, National Cooperative Bank; John Abrams, CEO and Co-owner of worker-owned cooperative South Mountain Company; and Mark Gillming, Senior Vice President, Messer Construction Company, an employee owned company headquartered in Cincinnati, OH, as well as comments from the committee chair and several members.

The video of the testimony quoted in today's podcast is available on our website page for this episode: https://www.theesoppodcast.com/post/esop-summer-school-12-benefits-of-eo-the-us-house-small-business-committee

Savvy businesses have long relied on best practices to chart the path forward. CDC Covid-19 Guidelines, although not perfect, provide best practices for businesses to operate while protecting employees and stakeholders.

Show notes and a complete transcript of this episode are on our website at: https://www.theesoppodcast.com/post/mini-cast-90-best-practices-and-cdc-guidelines

Welcome to our third annual EO/ESOP Podcast Summer School series. We've selected some of our favorite episodes over the past year to bring you all summer long. We're going to spend the summer catching our breath and recharging our batteries. We're also going to be wearing masks and practicing social distancing.

In this episode, we looked at Under Armour, Grubhub, and Casper Sleep. They faced significant challenges, including valuation/forecasting concerns and issues related to corporate culture, governance, and identity. Bret Keisling discussed how things might be different if they were employee-owned, and why it’s too late for them to be EO.

The full transcript of today's podcast is on our website: https://www.theesoppodcast.com/post/esop-summer-school-11-eat-sleep-exercise-an-eo-look-at-non-eo-companies

Bret Keisling shares his view that there is no more blatant way to show disdain for employees than going into a place of business without wearing a mask.

The full transcript for this mini-cast is available on our website at: https://www.theesoppodcast.com/post/mini-cast-89-anti-mask-is-anti-employee

Welcome to our third annual EO/ESOP Podcast Summer School series. We've selected some of our favorite episodes over the past year to bring you all summer long. We're going to spend the summer catching our breath and recharging our batteries. We're also going to be wearing masks and practicing social distancing.

In this episode, we looked at eight amazing employee-owned companies who came together in Cedar Rapids, Iowa with an innovative approach to promote employee ownership in their community.

The full transcript of this episode is available on our website at: https://www.theesoppodcast.com/post/esop-summer-school-10-cedar-rapids-iowa-the-eo-eight

No one can predict how the pandemic will play out in the next few months or year or two. Historically, EO companies fare better during turbulent economic times. Bret Keisling looks at the interplay between culture and value.

The full transcript of this episode is available on our website: https://www.theesoppodcast.com/post/mini-cast-88-icymi-health-wellness-value

From October 2018, our archive presentation provides an overview of ESOPs and their advantages, and then takes a deeper-dive into some of the key elements of assessing whether an ESOP is feasible (e.g., valuation, financing, management succession, and operating with an ESOP).

This session was presented by Brian D. Bornino, CPA/ABV, CFA, CBA, Director of Valuation & Financial Opinion Services at GBQ Consulting LLC, Columbus, OH (Moderator); David L. Bosch, Primary Consultant Defined Contribution and Cash Balance Division at Watkins Ross, Grand Rapids, MI; and Andrew J. Manchir, ASA, CMA, CEPA, Director of Valuation and ESOP Services Groups at Katz, Sapper & Miller, Indianapolis, IN.

This presentation is for business owners considering a sale to their employees through an ESOP. It provides an overview of ESOPs and their advantages, and then takes a deeper-dive into some of the key elements of assessing whether an ESOP is feasible (e.g., valuation, financing, management succession, and operating with an ESOP). We also discuss case studies of successful transitions to employee ownership through an ESOP.

Bret Keisling looks at the pros and cons and of limiting coronavirus-related business liability through waiver requirements and legislation.

The transcript of this episode is available on our website: https://www.theesoppodcast.com/post/mini-cast-87-business-waivers-and-liability

The business world will change dramatically in the coming months and years. It's uncertain what if any role EO will play. From Oct. 2019, Bret Keisling discusses WeWork and how EO would have written a different story.

The full transcript of this episode is available on our website: https://www.theesoppodcast.com/post/115-reimagining-business-with-eo