The ESOP Podcast Episode 27 – If I’d Only Known Then What I Know Now: Transitioning to and Embracing an ESOP

The ESOP Podcast Episode 27 – If I’d Only Known Then What I Know Now: Transitioning to and Embracing an ESOP

Today’s episode has two parts, both recorded at the 2018 Spring Conference of the New England Chapter of The ESOP Association on Friday, March 23rd in Burlington, Massachusets.

Capital Trustees is proud to be a Gold Sponsor of the 2018 Spring Conference of the New England Chapter of The ESOP Association in Burlington, Massachusets.

We start with an interview with Laurie Calvert, Chief Operating Officer of Meridian Associates, Inc., a civil engineering and land surveying firm that transitioned to 100% employee ownership in 2016.  She shares her perspective as both a leader and a participant in the early years of an ESOP, including a great analogy to the early years of home ownership.

The external trustee for Meridian Associates’ ESOP is Kjersti Cory of GreatBanc Trust Company, who planned to co-present “If I’d Only Known Then What I Know Now: Transitioning to and Embracing an ESOP” with Laurie Calvert at the conference.  Unfortunately, Kjersti Cory was waylaid by the unpredictable winter weather, and so Bret Keisling, Managing Director at Capital Trustees, LLC, stepped in as understudy to present from the external trustee perspective. The second half of this podcast is a recording of that interactive session, which is designed to give companies who are thinking about becoming an ESOP or are new to ESOPs information and ideas to help with the success of the transition.  As you will hear, audience members were invited to ask questions, and we invite you to contact either Laurie Calvert or Bret Keisling with your own questions via email.

[The first section of the podcast has some background noise from the conference, which subsides as the recording progresses. Listeners with auditory issues that make it difficult to process background interference should skip ahead to the 18:05 mark to jump to the lead-in to the presentation.]

Laurie Calvert presenting with Bret Keisling

L-R: Laurie Calvert of Meridian Associates, Inc. and Bret Keisling of Captial Trustees, LLC.

Click below to download the accompanying “If I’d Only Known Then What I Know Now: Transitioning to and Embracing an ESOP” slide show presentation.

If I’d Only Known Then What I Know Now: Transitioning to and Embracing an ESOP

DISCLAIMER: The opinions expressed in this presentation and the presentation materials are not intended to be used as legal advice. Please consult with counsel as necessary.


More about Laurie Calvert and Meridian Associates, Inc.

Laurie Calvert Meridian Associates COO

Meridian Associates

“Meridian Associates provides land development, land surveying, civil engineering, renewable energy, 3D laser scanning, and sustainability consulting services to corporate, commercial, industrial, institutional and public sector clients. These services encompass a comprehensive permit and development process from initial site acquisition studies to final compliance certification, analysis and implementation.

Meridian Associates is headquartered in Beverly, Massachusetts with a branch office in Westborough, Massachusetts. Meridian Associates has provided services to projects in 29 of 48 contiguous states in the US, and several foreign countries. Meridian seeks to provide clients with technical expertise and end-to-end management of complex development and energy projects in helping them to succeed financially, environmentally and socially responsibly.” [Source: Meridian Associates, Inc., Copyright 2017 ]

“Laurie Calvert is the Chief Operating Officer at Meridian Associates. Laurie brings over 20 years of business experience in organizational leadership, operations and financial management, strategy development and execution, and program management to her role as COO at the firm. Laurie is responsible for overseeing the company’s day-to-day operations including the strategic planning and execution process. On any given day, Laurie is working hard to promote a culture of teamwork, improving tools and infrastructure to enable firm performance, or communicating with employees on firmwide initiatives.  Laurie serves on the board of directors at Meridian Associates.

Laurie earned her Master of Arts in Urban + Environmental Policy & Planning from Tufts University. Her Bachelor of Science in Business Administration is from Oakland University.” [Source: Meridian Associates – Leadership]


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