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ESOP Communication Services

Employee Ownership Culture Training & Engagement Consulting

A professional woman provides consulting services

Get the Most out of Your ESOP

Employee ownership can bring a tremendous positive impact on performance, but only if employee owners appreciate ownership, understand their role, and know how they can make a difference.

Whether you are just getting started with employee ownership or looking for new inspiration to sustain your employee-owned success story, we provide customized services to create an environment where employees can think and act like owners.

Communication Services for Each Stage of Your ESOP

ESOP Rollouts

Maximize your one shot to roll out your ESOP for the first time, and start building your employee ownership culture.

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ESOP Ongoing Services

Deepen your ownership culture with a strategic approach to annual communication that gets results.

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ESOP Communication Tools On-Demand

Ramp up the effectiveness of your internal communication team with our on-demand library of resources to sustain your ownership culture.

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“Blue Ridge's ESOP communication team has been an invaluable partner to our company for many years, consistently delivery high quality services that resonate with our diverse, multilingual workforce. Their expertise has been instrumental in enhancing our employees' understanding of our ESOP and fostering a culture of shared ownership. Thanks to their efforts, our employees have developed a deeper appreciation for the benefits of employee ownership, which has directly translated into increased engagement and a stronger sense of company loyalty.”
Dave Fitz-Gerald
Chief Financial Officer at Carris Reels

Meet Our Consultants

Jim Bado

Known for his ability to transform “boring” ESOP, finance and business concepts into fun, engaging educational events, Jim Bado has been enhancing the impact of employee ownership since 1989, developing and delivering customized employee-ownership communication, training and ownership-culture services to hundreds of ESOPs.

Jim also engages with the employee-ownership community by participating at conferences, writing articles, and volunteering at local, state and national levels. As a long-time advocate for the power of employee ownership, he has served on the ESOP Association’s Board of Governors, chaired the Las Vegas Conference and been an Officer for the Ohio ESOP Association Chapter.

In addition to Jim’s successful work with employee-owned companies, he has provided financial intelligence training to Fortune 1000 companies across the world for more than two decades.

Jim Bado headshot

Cathy Ivancic

Cathy Ivancic’s warm, interactive style is ideal for effective adult learning. Her clients gain the benefit of her technical expertise in ESOPs, committee development and practical ownership culture experience.

For more than 33 years, Cathy has served ESOPs in a wide variety of industries including: manufacturing, medical services, construction, distribution, retail, and professional services.

Cathy is often a featured speaker nationally and internationally on employee ownership, open-book management training and business literacy. She served on the board of the National Center for Employee Ownership (NCEO) for 10 years and is a founding member of the Ownership Culture Committee of the ESOP Association. She has served on the corporate board of a 100% ESOP company since 2016.

Danny Lamastra

Whether he is training or creating digital resources, Danny’s thoughtful approach builds meaningful understanding and appreciation for employee ownership. As an ESOP Communication Consultant with the Workplace Development team at Blue Ridge Associates, Danny provides on-site ESOP training, video development, written tools, and web-based interactive activities for ESOP companies nationwide. He has edited hundreds of videos and has helped thousands of employee owners understand the benefits of employee ownership.

Danny is a leader in developing our fully customized Certified Employee Owner (CEO) video training programs. He also leads the development of our off-the-shelf ESOP communication resources.

Danny lived internationally for 5 years and is fluently bilingual in English and Spanish. He holds an MBA plus an MA and delivers our ESOP resources in both languages. His experience as a teacher early in his career gave him rich experience delivering complex ideas in plain language.

Danny Lamastra headshot

Cecilia Garcia

Combining ESOP experience with her sunny disposition, Cecilia Garcia offers training, tools, and ownership culture services to ESOPs nationwide. As an ESOP Communication Consultant with the Workplace Development team at Blue Ridge Associates, she provides all our services including ESOP statement presentations, ESOP rollouts, custom brochures and interactive employee ownership learning activities.

Cecilia has helped thousands of ESOP participants, company leaders, HR professionals and committee members understand how their ESOP works. She joined our communication team after several years answering participant questions for some of the most complex ESOPs in the country. In that role, Cecilia developed a knack for diffusing skepticism and fear about the ESOP while patiently explaining statements, plan rules, diversification, and the timing for distribution.

Cecilia is a leader for our team on blending our services with the communication capabilities of ESOPConnection – the online portal for Blue Ridge ESOP Associates.

Cecilia has a pulse on explaining ESOPs from the individual participants’ point of view. She is a native Spanish speaker who brings ESOPs to life with engaging examples, interactive games, and visual tools for employees in both English and Spanish.

Cecilia Garcia headshot

Our Process

Let's talk

Employee ownership success is not about one size fits all. We always start with a conversation about your needs (no charge).

Implement a tailored approach

We will help you select from our many field-tested approaches to get a personalized solution for your company.

You choose the next step

We define a scope of work and budget and stay inside that unless you choose otherwise. You decide how much ongoing assistance you need.

Maximize Your Ownership Culture

Talk to one of our experienced consultants today!