Tag Archives: Communication

The ESOP Podcast Ep 36 – Susan Wilusz, Marketing Director at Value Managment, Inc., on Women in ESOPs

The ESOP Podcast Episode 36 – Susan Wilusz, Marketing Director at Value Managment, Inc., on Women in ESOPs

This week we speak with Susan Wilusz, Marketing Director at Value Managment, Inc. (VMI) Investment Banking and Advisory Services. After a brief introduction of herself and her firm, Susan Wilusz spoke with Capital Trustee’s Client Engagement officer Brian Keisling about her work coordinating the successful “Women in ESOP Workshop” held on April 18th, 2018 at the Atlanta #NCEO18 Conference, and on growing the network of women in ESOPs.

You can read the full transcript of this episode here.

You can listen to the previous episodes referenced in this podcast:

You can read more about the “Heidi versus Howard” business case mentioned at the 14:20 mark here.

You can watch the start of the recording of Episode 36 on Periscope here.

Brian Keisling of Capital Trustees speaking with Susan Wilusz on Periscope for The ESOP Podcast


More about Susan Wilusz

Susan Wilusz

“Susan Wilusz Marano is the Marketing Director at Value Management IncVMI is a financial consulting firm specializing in valuing businesses, corporate securities, and professional practices. VMI also facilitates mergers and acquisitions. Susan is responsible for the marketing and business development within the firm. This includes working closely with others, overseeing the marketing functions and coordinating speaking engagements. In addition, she oversees the publication of the company newsletter and other corporate communications. Mrs. Marano graduated from Philadelphia University with a Bachelor of Science in Marketing.” [Source: Value Managment, Inc., About the Team]

More about Value Managment, Inc.

Value Management Inc.

“For over 25 years, Value Management Inc. has acted as a financial advisor to both newly-formed and existing Employee Stock Ownership Plans (“ESOP”s) to assist the ESOP in transactions to acquire stock of the sponsor company. With over 125 years of combined valuation experience, Value Management Inc.’s team has prepared fairness opinions for dozens of ESOP transactions involving large, medium and small-sized companies. Value Management Inc.’s role is to provide the ESOP with an independent determination of the value of the stock that the ESOP is acquiring to ensure that the ESOP does not pay more than adequate consideration as defined in ERISA. It is Value Management Inc.’s consistent objectivity and independence that gives us our reputation for integrity. Our experienced analysts work closely with the ESOP attorneys and trustees throughout the transaction process. Our goal is to make the ESOP transaction process as smooth and transparent as possible.”

[Soure: Value Managment, About Us]


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We Want to Hear from YOU

Do you have feedback about this or any other episode of The ESOP Podcast? Do you have a topic that you would like for us to discuss on the show? Would you like to appear on the podcast as a featured guest or a panelist in a group presentation? Then we want to hear from you! Send us an email at podcast@captrustee.com.

The ESOP Podcast Ep 33 – Women in ESOPs with Kimberly Jones, President of Butler/Till

The ESOP Podcast Episode 33 – Women in ESOPs with Kimberly Jones, President of Butler/Till

In this week’s episode, we are excited to share an #NCEO18 session that was, to our knowledge, a first of its kind at any national ESOP conference; we’re sharing the audio from the April 18th, 2018, NCEO “Workshop for Women in ESOPs” led by Kimberly Jones, who is the president of Butler/Till, an employee-owned media and communications agency based in Rochester, New York.  In this session, women in the ESOP community candidly discussed the challenges they face due to their gender in a traditionally male-dominated industry. The workshop was light-hearted and productive and is hopefully only the beginning of an ongoing conversation that will help keep the ESOP community dynamic and inclusive.

Tune into The ESOP Podcast Episodes 30, 31, and 32 for further coverage of presentations at #NCEO18, the National Center for Employee Ownership (NCEO) 2018 Annual Conference, held April 18-20, 2018 in Atlanta, Georgia.

“Awesome women’s event @theNCEO. Thank you Kim Jones @ButlerTill”

Photo and quote from Value Management, Inc. () on Twitter, 2:31 PM April 18th, 2018


More about Kimberly Jones and Butler/Till

Butler/Till

Source: Butler/Till

“Ms. Kimberly Jones serves as the President of Butler/Till Media Services, Inc and served as its Vice President of Digital Media and Vice President of Client Services. Ms. Jones is also an expert juggler—and we’re not talking tennis balls. Account teams. Creative service teams. Client needs. Client needs they don’t even know they need yet. A family. A Martha Stewart tendency. A to-read list a mile long. And she does it all effortlessly, with not a curl out of place. Before Butler/Till, Kimberly was at Bausch + Lomb, The Wolf Group (now Partners + Napier). She earned her MBA from the Simon School of Business at the University of Rochester, and her Bachelor of Science degree in Advertising from the University of Texas at Austin.” [Source: Bloomberg Profile.]

More about NCEO

The National Center for Employee Ownership “is a nonprofit membership and research organization that was founded in 1981 to provide the most objective and reliable information possible on employee ownership at the most affordable price possible.”  [Source: About NCEO]


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We Want to Hear from YOU

Do you have feedback about this or any other episode of The ESOP Podcast? Do you have a topic that you would like for us to discuss on the show? Would you like to appear on the podcast as a featured guest or a panelist in a group presentation? Then we want to hear from you! Send us an email at podcast@captrustee.com.