Vince Kruse, a great employee owner at USA Mortgage [www.usa-mortgage.com], joins us to share his thoughts about attending conferences, and #ESOP2019 and the inspiration of Sekou Andrews [sekouandrews.com].

You can read the full transcript for this episode and see the photo of Flat Dougie, the traveling USA Mortgage Mascot, at our website: https://www.theesoppodcast.com/post/mini-cast-60-an-esop-week-in-las-vegas

Bret Keisling and employee owner Amy Huot discuss why it’s important for EO companies and organizations to promote programs that will allow more people to thrive in the workplace. Huot, who speaks only for herself in this episode, is a fully-vested employee owner at Proponent [www.proponent.com] and is president of the New England Chapter of The ESOP Association [www.esopassociation.org/chapters/new-england].

Read the full transcript, which includes links to the Recovery Friendly Workplace Initiative, at our website: https://www.theesoppodcast.com/post/mini-cast-59-amy-huot-and-the-importance-of-inclusion

In today’s episode, we visit the Capital Trustees archives with this conversation with Seth Webber of BerryDunn (www.berrydunn.com).

Inaccurate or non-existent forecasts continue to dominate DoL and civil ESOP cases. Webber explains not just how to forecast, but why managers should embrace it as an important tool.

The full transcript of this episode, along with a visual example of "accuracy versus precision", is available on our website: https://www.theesoppodcast.com/post/90-seth-webber-robust-forecasting

[The original version of this podcast was released on January 12, 2019 as Ep. 58.]

We continue our discussion about what it means to act like an owner — with a twist.

Kevin Sensenig, PhD, President and Senior Coach at Interaction Dynamics Group (www.interactiondynamicsgroup.com) returns to address the question: If an employee owner is happy, satisfied, and good at their job, do they need to become managers to have a fulfilling career?

We give a shoutout and congratulations to ESOP Partners (www.esoppartners.com) on their recent conversion to an employee owned company.

Plus... we want to meet with you. Are you going to be in Las Vegas in November, 2019 for a national ESOP conference? The KEISOP Group would like to meet you in Las Vegas!

-- We want to listen and learn: The KEISOP Group invites a dozen rank-and-file employee owners to join us for dinner and discussion on Wednesday, November 13th at 7:00 PM. RSVP online here: https://www.eventbrite.com/e/keisop-dinner-for-employee-owners-tickets-79606460065

--- We want to grow the sandbox: There will be an open lunch for a dozen emerging advisers on Friday, November 15th at 12:30 PM. We’ll discuss how to grow your ESOP practice, including how The KEISOP Group can help. RSVP online here: https://www.eventbrite.com/e/lunch-esop-professional-advisors-gaining-traction-w-bret-keisling-tickets-79612409861

For all the links in this weeks episodes, and for the full transcript, head to this episode our website: https://www.theesoppodcast.com/post/mini-cast-58-do-great-employee-owners-have-to-be-managers

We turn our EO Spotlight to ESOP professional and podcast contributor Jennifer Krieger of Weaver CPA (www.weaver.com); Rob Snowden of South Park Advisors (www.southparkval.com) shares how appearing on our podcast led to a client engagement; and we invite advisors and employee owners to meet us in Las Vegas (RSVP [email protected]).

The full transcript of this podcast, with links and references, is available on our website: https://www.theesoppodcast.com/post/89-esop-professionals-spotlight-growing-your-practice

Are you going to be in Las Vegas in November, 2019 for a national ESOP conference? The KEISOP Group [www.keisop.com] would like to meet you in Las Vegas!

- We want to listen and learn: The KEISOP Group invites a dozen rank-and-file employee owners to join us for dinner and open discussion on Wednesday, November 13th at 7:00 PM. RSVP [email protected].

- We want to grow the sandbox: There will be an open lunch for a dozen emerging advisers on Friday, November 15th at 12:30 PM. We’ll discuss how to grow your ESOP practice, including how The KEISOP Group can help. Again, RSVP [email protected].

- We want to amplify: From November 11th – 16th, 2019 we’ll have a suite at the Paris hotel in Las Vegas where we’ll be recording episodes of the podcast and the Professional Spotlight series. Reach out via email or social to reserve a time slot.

Shoutouts, thanks, and congratulations to:

- HDR [www.hdrinc.com] on their compelling #EOMESOP video featuring a day in the life of employee owner Neil Richards. And thank you to Leo Sammallahti of the Coop Exchange [www.coop.exchange] for amplifying it with us!

- Todd & Deanne at the DVL Group's [www.dvlnet.com] Harrisburg offices for spending time with chatting with us over the always-growing EO pie!

- The Aspen Institute [www.aspeninstitute.org] and their "Opportunity in America: What Does It Mean?" event in Washington DC on October 25, 2019. We'll have more on what it means to #TalkOpportunity on a future podcast.

On today's EO Professional Spotlight series: Kevin Sensenig, PhD, President and Senior Coach at Interaction Dynamics Group (www.interactiondynamicsgroup.com).

The full transcript of this podcast, with links and references, is available on our website: https://www.theesoppodcast.com/post/mini-cast-57-let-s-meet-in-vegas-literally

We continue with Part 2 of our interview with Pennsylvania State Representative Greg Rothman (www.reprothman.com). In this episode, Rep. Rothman (R) shares why employee ownership is important to him, and how he plans to work across the aisle to make Pennsylvania a beacon for employee ownership.

(You can listen to Part 1 of our interview with Rep. Rothman in Mini-cast 56, and you can more the details of the Institute for the Study of Employee Ownership and Profit Sharing at the Rutgers University School of Management and Labor Relations “Building the Assets of Low and Moderate Income Workers and their Families: The Role of Employee Ownership” report, which we reference in the introduction to this podcast, in Mini-cast 48.)

We encourage *you* to write your representative and express your support for employee ownership and CC: PA State Rep. Greg Rothman (R, 87th District)and PA State Rep. Sara Innamorato (D, 21st District). Contact links are included in the show notes for Episode 88 on our website: https://www.theesoppodcast.com/post/88-across-the-aisle-a-bipartisan-approach-to-employee-ownership)

Shoutout, thanks, and congratulations to Mike Shuey on joining ESOP Avail Technologies (www.availtec.com).

Rep. Greg Rothman (www.reprothman.com, R-PA) joins us to give a shoutout to a great Pennsylvania company, and he discusses why EO is bipartisan and what he’s planning to do to support it. Plus, Jennifer Krieger discusses EO in Texas.

Shoutouts, thanks, and congratulations to the following employee owners and employee owned companies:

• Devin Gallagher of Fred C. Church Insurance Company (www.fredcchurch.com/profiles/devin-gallagher/);

• Meier Supply Company, Inc. (www.meiersupply.com); and

• D&H Distributing (www.dandh.com).

You can read the full, linked transcript for this episode on our website at https://www.theesoppodcast.com/post/mini-cast-56-growing-eo-in-pennsylvania-and-texas

We look at eight amazing employee-owned companies who came together in Cedar Rapids, Iowa with an innovative approach to promote employee ownership in their community.

Shoutouts, thanks, and congratulations to these Iowan employee-owners featured in The Gazette (www.thegazette.com), which is itself an employee-owned publication:

• Rayser Holdings (www.rayserholdings.com), which includes CarePro and Keltek Inc.;

• ESCO Group (www.escogroup.org);

• Folience (www.folience.com) which includes Cimarron Trailers, Life Line Emergency Vehicles, The Gazette, CWP Color Web Printers, Fusionfarm, hoopla, CorridorCareers.com, Iowa Ideas, The Fairfield Ledger, The Washington Evening Journal, Mt. Pleasant News, and The Southeast Iowa Union ;

• Nelson Electric Co. (www.nelsonelectric.com);

• Palmer Group (thepalmergroup.com);

• Rinderknecht Associates (www.rinderknecht.com);

• Timberline Manufacturing (www.timberlinemfg.com); and

• Van Meter ( www.vanmeterinc.com).

And a final shoutout to Daniel Goldstein, CEO of Folience, who would be happy to chat with other employee owners who would like to grow their community in this way. You can reach him at [email protected].

The full transcript of this episode, with links, is available on our website at https://www.theesoppodcast.com/post/87-cedar-rapids-iowa-and-the-eo-eight

We sit down with Matt McKenney, Workforce Development Leader at Hypertherm (www.hypertherm.com), to talk about the "Early Learnings from the 'Recovery Friendly Workplace' Initiative" presentation he and Cameron Ford of Headrest (www.headrest.org), and Shannon Bresaw of Granite United Way (www.graniteuw.org) and the Recovery Friendly Workforce Initiative (www.recoveryfriendlyworkplace.com) shared on October 11, 2019 at The ESOP Association New England Chapter Fall Conference in Springfield, Massachusetts.

The Recovery Friendly Workplace Initiative gives business owners the resources and support they need to foster a supportive environment that encourages the success of their employees in recovery. We talk about the early learnings from the program, and why sessions like this should be held at *every* ESOP/EO conference.

You can download the slides for the presentation and read the full transcript of this episode on our website, https://www.theesoppodcast.com/post/mini-cast-55-eo-and-the-recovery-friendly-workplace-initiative