Blue Ridge ESOP Associates Industry News

Re-energize Your ESOP Annual Meeting

Posted by Kyla Alterman

Mar 31, 2023 12:30:00 PM

Time to LearnBeen there, done that with your annual ESOP meeting? Looking for a new way to convey your critically important ownership message? Add new energy this year with one of Blue Ridge ESOP Communication team’s field-tested, ESOP-focused presentations and interactive activities.

Working with your leadership or ESOP committee, our communication team customizes our engaging learning activities to help you tap into the motivation and performance impact of shared ownership. Use one of the sessions described below to strengthen your culture of ownership and build enthusiasm for the powerful benefits of your ESOP.

Understanding my ESOP Statement de-mystifies what employees can and cannot find on their yearly statement. This customized session not only explains the statement but elaborates on concepts that are not shown like what drives the growth in your ESOP account, understanding the future potential for an individual and how employee actions can impact future stock performance.

The Power of One Dollar builds the connection between job-level actions and ESOP rewards. This engaging session asks participants to explore the valuation from the inside out. Participants work in teams with their co-workers to learn the drivers of business success, key factors in the annual valuation process and specific examples of how job-level activities connect to ESOP rewards. Educate employees on how their daily actions drive stock value and the power of earning each dollar.

Roles and Responsibilities of ESOP Owners clarifies what it means to be an ESOP owner at your company and taps into the power of shared ownership. This session emphasizes the importance of individual employee-owner responsibilities in ESOP success. It includes information on company governance, role of the ESOP trustee and company leaders and eye-opening exercises on the impact of job-level actions.

ESOP Game Business Simulation accelerates employee-owners’ understanding of what drives stock value, reviews ESOP mechanics and builds business acumen. Employee owners work in teams to run a simulated ESOP company in this hands-on, interactive activity. They experience the challenges of growing ESOP value and responding to an unpredictable business environment.

Great Game of Ownership Challenge reviews and tests what your employee know about your ESOP. Working in teams, employee owners tackle questions about your ESOP, your business and the benefits of employee ownership. Participants compete for prizes and learn the key concepts that everyone needs to know to be effective ESOP owners.

How You Impact Our Numbers builds a common language about company performance and business metrics. Financial terminology may be foreign to those who don’t use it in their work each day. In a fun, engaging way, this session teaches non-financial employees the key measures and terminology your company uses to track business performance. Combine this with a “State of the Company” summary to deepen employees’ understanding of the key indicators that drive business success.

Each session is customized to fit your company’s specific ESOP plan rules and meet your business goals. Sessions can be delivered by our Blue Ridge ESOP Communication Team on-site at your company (and some by webinar), or we can train leaders at your company to deliver the session. No matter how you deliver them, these additions to your annual meeting can accelerate ownership thinking and reinvigorate ESOP enthusiasm.

The Blue Ridge ESOP communication team at Workplace Development has over 30 years of experience working with ESOPs across the country, previously operating solely as the consulting practice Workplace Development. You can view more about Blue Ridge’s new services at the Workplace Development website:

To learn more about how you can benefit from Blue Ridge’s additional, customized services including annual meetings, reach out to your main Blue Ridge contact or send an email directly to The communication team is happy to meet with you and provide an estimate for enhancing the impact of your annual meeting.

Experience the Leader in Personalized ESOP & 401(k) Administration

Blue Ridge ESOP Associates can provide everything you need to administer your ESOP, 401(k) or combination ESOP/401(k) plan. Our full service outsourcing, which can include participant on-line services, provides worry-free  assistance for your HR or Benefits staff, leaving them free to concentrate on other responsibilities.

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