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Owners at Work

Business & Economics Podcasts

Interviews leading experts on issues pertaining to employee ownership including building an ownership culture, management practices, succession planning, economic development, and so much more.

Interviews leading experts on issues pertaining to employee ownership including building an ownership culture, management practices, succession planning, economic development, and so much more.

Location:

United States

Description:

Interviews leading experts on issues pertaining to employee ownership including building an ownership culture, management practices, succession planning, economic development, and so much more.

Language:

English


Episodes

Growing Employee Ownership Through Acquisitions

12/21/2021
SUPPORT THE SHOW: We make all episodes of Owners at Work free and never place them behind a paywall. But, they take time and money to produce. Consider making a DONATION today to help keep our work going 2022 Annual Conference - https://www.oeockent.org/resources-events/annual-ohio-employee-ownership-conference SUMMARY: In the US there are over 14 million employee-owners working at 7,000 companies. Yet, the sector still has enormous potential to grow. In this episode we speak with Chris...

Duration:01:09:11

Taking Stock and Looking Forward: Employee Ownership Updates

11/4/2021
SUPPORT THE SHOW: We make all episodes of Owners at Work free and never place them behind a paywall. But, they take time and money to produce. Consider making a DONATION today to help keep our work going SUMMARY: In this episode we take stock of employee ownership developments in Ohio and discuss how covid has impacted businesses and employee-owned companies from a macroeconomic perspective. First, Mike Palmieri trades in his co-host hat and becomes a guest as he discusses two new reports...

Duration:00:49:21

How Wise Consulting Maintained its Ownership Culture Through Covid

10/12/2021
SUPPORT THE SHOW: We make all episodes of Owners at Work free and never place them behind a paywall. But, they take time and money to produce. Consider making a DONATION today to help keep our work going OEOC UPCOMING PROGRAMS Southwest Forum Communication Roundtables SUMMARY: In this episode we speak with Eamon Muholland, Senior Consultant at Wise Consulting and current head of the company's communication committee. We discuss how the company, a relatively new ESOP, maintained its...

Duration:00:38:08

Building Community: How A Few Cool Hardware Stores Transitioned to Employee Ownership

9/23/2021
SUPPORT THE SHOW: We make all episodes of Owners at Work free and never place them behind a paywall. But, they take time and money to produce. Consider making a DONATION today to help keep our work going SUMMARY: Sometimes companies transition to employee ownership to help spark a transformation in workplace culture, in other cases a move to employee ownership is the continuation or next logical step in a vibrant company culture that already exists. A Few Cool Hardware Stores is firmly in...

Duration:00:43:29

Rethinking Your ESOP Company's Repurchase Obligations

8/25/2021
Repurchase obligations are a major component of ESOP administration and the main way in which employee-owners benefit from owning a financial stake in the companies they worked for. Yet, these obligations are often seen as a burden, and in some cases, can lead to the freezing or termination of the ESOP plan. In this episode we speak with Josh Young of UBS about how ESOP companies can rethink their approach to repurchase obligations in a way that reframes obligations as something to...

Duration:00:25:13

Preserving Beacons of Hope, Reducing the Racial Wealth Gap Through Employee Ownership

8/9/2021
In the world of employee ownership, agreement has begun to crystalize around the idea that broad-based models of employee ownership, like ESOPs, worker cooperatives, or employee-owned trusts are powerful tools in the fight to reduce the enormous racial wealth gap in the United States. But exactly how would this happen? And what are the barriers that need to be overcome to truly expand employee ownership amongst business owners of color? In this episode we talk with Sean Tamba-Matthew, and...

Duration:00:47:02

Preparing for and Executing a Sale to an ESOP - The Douglas Company

7/8/2021
In this episode we speak with President Pete Douglas and Executive VP Finance and Administration, David Brockbader of the The Douglas Company about their recent transition to employee ownership via an ESOP. The interview also includes Franco Silva, Director, Prairie Capital Advisors who was one of the main advisors for the transaction. In this episode we dig into the importance of preparing for a transition, lessons learned, and the often overlooked emotional side of selling a...

Duration:00:30:22

Are Diversity, Equity, & Inclusion Employee Ownership Values?

6/3/2021
Diversity, Equity and Inclusion (DEI) is something we hear a lot about, but what exactly do these terms mean, and what do they look like in an employee owned company? In this episode we sit down with Dr. Joy and Ty Miller of Carver & Associates to talk about some of the preconceived notions that surround DEI, ways in which these values can be put into practice, and what first steps individuals in both managerial and non-managerial roles can take to begin to learn more about DEI. One of the...

Duration:00:48:28

New Loan Funds for Employee Ownership

3/30/2021
Small businesses account for nearly half of all jobs in the US economy, and nearly half of all small businesses are owned by Baby Boomers who will retire in the next few decades in what has been termed the "silver tsunami". These businesses are integral to local communities, and there continued operation is key to building back our economy. In this episode we talk to Brett Jones of Evergreen Cooperatives and Ellen Vera of Co-op Cincy about each of their organization's new loan funds designed...

Duration:00:54:21

Getting to the Other Side

3/8/2021
Research consistently shows that employee owned companies whether economic downturns better than their conventional counterparts, but we rarely get an 'inside view' of this outcome is achieved. In this episode, we sit down with Bernie Murphy, President of the Ohio based ESOP company Jones Hamilton, as well as the company's valuation advisor Michael McGinsley of Prairie Capital. We talk about their journey through the covid crisis, the tools and strategies they used to ensure that the company...

Duration:00:39:53

[TEASER] - Getting to the Other Side

3/5/2021
Research consistently shows that employee owned companies whether economic downturns better than their conventional counterparts, but we rarely get an 'inside view' of this outcome is achieved. In this episode, we sit down with Bernie Murphy, President of the Ohio based ESOP company Jones Hamilton, as well as the company's valuation advisor Michael McGinsley of Prairie Capital Advisors. We talk about their journey through the covid crisis, the tools and strategies they used to ensure that...

Duration:00:01:03

Living the Employee Ownership Life

2/8/2021
On this inaugural 2021 episode of the pod, we talk with Anthony Mathews from the California Center, and former Executive Director Of the Beyster Institute. Anthony has spent decades in the world of employee ownership and has a thing or two to say about it. We get into his path into the field, his belief that employee ownership can be a cure for what ails society, and the economy, and much more. It is a wide-ranging discussion, and he is not shy about expressing his thoughts and opinions. But...

Duration:00:53:32

[TEASER] Living the Employee Ownership Life

2/8/2021
Owners at Work is back for season two. We talk with Anthony Mathews of the California Center for Employee Ownership about his many years working to expand employee ownership as well as how employee ownership may be a cure for what ails our economy and society more broadly. Full episode drops soon. Check out our past episodes here: https://www.oeockent.org/resources-events/owners-at-work-podcast

Duration:00:01:05

Employee Ownership: Reducing Inequality and Building Assets

11/17/2020
We hear a lot about the the rising level of economic inequality in our society, the increasingly precarious nature of employment, and the difficulties of saving for retirement. What we hear about much less is the how employee owned firms, in particular companies with Employee Stock Ownership Plans, can help address these an many other issues by helping workers build wealth - broadly defined. In this episode we sit down with two senior researchers, Janet Boguslaw and Lisa Schur, and talk...

Duration:00:47:48

The Employee Ownership Trust

11/17/2020
If there is one thing to know about the field of employee ownership it's that it includes a wide variety of models. In the US, Employee Stock Ownership Plans (ESOPs) and worker cooperatives are the two most well known, but there are many others. In this episode we sit down with Chris Michael, an attorney and professor, to discuss a less known model - the employee ownership trust. We dig into the history of the model, talk about its similarities and differences to ESOPs and worker...

Duration:00:33:37

Year End Considerations: Valuations and Repurchase Obligations

11/5/2020
We’re getting to the end of year, and a general theme of our upcoming programming, as well as many of our conversations with companies and advisors alike, focuses on taking stock of what’s happened, and is still happening, and how we are looking at, and planning for, the future. In this episode of the Owners At Work podcast we’re highlighting a couple of recent conversations on this theme. First up we have Tina DiCroce and Collin Mayer of Chartwell talking about the impacts of Covid on...

Duration:01:35:39

Beyond COVID: Keeping Your ESOP On Track

10/5/2020
In this episode we speak with six experts in the field of employee ownership about how to approach 'regular' operations that all ESOPs must undertake while at the same time keeping an eye on planning for the long term. The discussions, which are adapted from our Annual Conference Short Take videos, focus on ESOP processes and procedures, sustainability, and more. We talk about valuations and preparation strategies, the role of third party administrators, how to best approach repurchase...

Duration:01:02:41

Existing ESOPs in the Current Economy

9/23/2020
It is well known within the employee ownership community that employee-owned companies do better in times of crisis compared to conventionally owned companies. However, this not a law of gravity, it is the result of countless actions taken by and processes created within employee-owned firms. In this episode we speak with five experts in the field of employee ownership and look at what actions ESOPs can take in this current economic environment to ensure that they make it to the other end of...

Duration:00:54:39

Selling Your Business to an ESOP

9/7/2020
In this episode we speak with five experts in the field of employee ownership about the process of selling a business to employees via an Employee Stock Ownership Plan. Each interview focuses on a particular aspect of the process. Taken together, the interviews provide a general primer for anyone interested how the process works as well as what key issues should be considered at different points within the process. CONTACT US! Email: oeoc@kent.edu Phone: (330)672-3028 MORE...

Duration:01:08:43

Measuring the Employee Ownership Difference

7/28/2020
There is a large body of research demonstrating that employee owned companies outperform their conventional counterparts. However, much of this research focuses on company level characteristics. In this episode we sit down with Nancy Wiefek, Research Director at the National Center for Employee Ownership (NCEO) to talk about the groundbreaking research she conducted that looks at how employee ownership improves the economic well-being of individual employee owners. OUR 34TH ANNUAL...

Duration:00:18:39