Tag Archives: Worklplace Discrimination

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]


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 12 Days of ESOPs, Day 12:  Kathy Speaker MacNett of SkarlatosZonarich LLC on Anti-Discrimination Policies and Creating a Healthy Work Environment

After Hollywood's Failure: Shine A Light on Your Sexual Harassment Policies

The 12 Days of ESOPs, Day 12: Kathy Speaker MacNett of SkarlatosZonarich LLC on Anti-Discrimination Policies and Creating a Healthy Work Environment

We’re celebrating the spirit of the ESOP Movement with The Twelve Days of ESOPs.

12 Days of ESOPs
Our guests over these twelve days hail from a variety of fields in ESOP World – from lawyers, to valuators, to CEOs, and even employee owners themselves – each bringing their own unique outlook and experience to our ongoing conversation about what makes ESOP participation so valuable to companies.
On the twelfth day of ESOPs, our guest is Kathy Speaker MacNett, an attorney specializing in labor relations and employment law, with SkarlatosZonarich LLC in Harrisburg, PA. Kathy Speaker MacNett sat down with Bret Keisling of Captial Trustees, LLC in December 2017 to address the very topical issue of creating a healthy work environment. Content note: While this podcast is not explicit, it does address in general terms the existence of rape and sexual assault and the existence of LGBTQ+ and racial discrimination in the workplace. 
🥁🥁🥁🥁🥁🥁🥁🥁🥁🥁🥁🥁 We’re drumming home an important point with this podcast:  If an ESOP company does not have an anti-discrimination and anti-harassment policy, they should stop listening to this podcast and talk to someone about writing a policy for them now.


Sexual harassment and assault in the workplace have been at the top of headlines recently, with several prominent cases highlighted by the #MeToo movement. Kathy Speaker MacNett encourages you to look at your employment policies and ensure you are addressing all forms of discrimination. While the desire to create a discrimination-free environment is not unique to ESOP companies, the importance of a healthy workplace culture is such a key component to the success of an employee-owned company that ESOPs are particularly well-positioned to face this issue directly. Prevention is the best policy.

The slide deck with the background to this discussion referenced in this podcast is available here:

Capital Trustees – 2017 Sexual Harassment Power Point (as a PDF)
After Hollywood's Failure: Shine A Light on Your Sexual Harassment Policies

More about Kathy Speaker MacNett

Kathy Speaker MacNett [Source: SkarlatosZonarich, People]

Kathy Speaker MacNett focuses her practice on management-side labor relations, employment law and related legislative and regulatory developments. Her practice combines preventive approaches as well as representation of employers before federal and state administrative agencies and courts.  Ms. MacNett represents public and private sector employers and non-profit organizations in a wide range of labor and employment law matters including workers’ and unemployment compensation proceedings, FMLA issues, prevailing wage disputes, discrimination complaints, Affirmative Action prevention and investigations, restrictive covenant enforcements, handbook preparation, unfair labor practices, union organizational defenses, collective bargaining negotiations, strikes, injunction and contempt proceedings. Kathy also serves as Legislative Counsel to the Pennsylvania Propane Gas Association.  Ms. MacNett utilizes her practical knowledge of the legislative, executive and judicial branches of state government to gain effective results for her clients before and during litigation.  She is a frequent speaker and webinar presenter for the Pennsylvania Chamber of Commerce and other organizations.

Prior to joining Skarlatos & Zonarich, Ms. MacNett was a shareholder with the Harrisburg office of Buchanan Ingersoll, P.C. and associated with the law firm of Baskin, Flaherty, Elliott & Beren. She also has significant governmental experience as the Research Director to the Labor Relations Committee, Pennsylvania House of Representatives, clerk to the late Pennsylvania Supreme Court Justice, Honorable Roy Wilkinson, and Assistant Counsel to the Pennsylvania Labor Relations Board”

[Source: SkarlatosZonarich, People]

 SkarlatosZonarich LLC
SkarlatosZonarich LLC

Since 1966, SkarlatosZonarich LLC has proudly delivered superior legal services to their clients and their families.  You can follow them on Twitter @SkarZonLaw.

 SkarlatosZonarich LLC in Harrisburg, PA

As mentioned in the podcast, Capital Trustees’ offices are located in the SkarlatosZonarich building in beautiful, bustling downtown Harrisburg, as you can hear in the background at certain points in this episode.