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Workshops

Cultivating Ownership Thinking for a Thriving Workplace

Workshops play a vital role in fostering the success of both Employee Stock Ownership Plans (ESOPs) and the employees involved. These interactive sessions provide a platform for employees to deepen their understanding of ESOP mechanics, financial literacy, and their role as co-owners, helping to bridge knowledge gaps and demystify the complexities of ownership. Workshops also create opportunities for skill development, collaboration, and idea-sharing, which are essential for fostering a culture of innovation and teamwork. For the ESOP, these sessions can enhance engagement by helping employees see the direct connection between their contributions and the organization’s success. Additionally, workshops encourage open communication, build stronger interpersonal connections, and empower employees to take a proactive approach in driving company goals. By investing in regular, well-designed workshops, organizations strengthen their commitment to employee development and ownership, leading to a more cohesive, motivated, and high-performing workforce.

Invest in Your Employees
and Your Business with an ESOP

As of 2022, the National Center for Employee Ownership (NCEO) estimates  roughly 6,500 ESOPs covering almost 14 million participants.

ESOP Communications Planning

Our ESOP Communication Planning Workshops equip businesses with comprehensive strategies and practical tools to effectively convey the benefits, processes, and goals of employee stock ownership plans to their workforce. These workshops are designed to enhance transparency, build trust, and foster a culture of ownership by ensuring employees fully understand how the ESOP operates and how it aligns with organizational success. By improving communication, businesses can drive greater employee engagement, cultivate a sense of shared purpose, and maximize the potential of their employee stock ownership plan.

New Employee Orientation

Our New Employee Orientation Workshop offers comprehensive training and resources to ensure new hires integrate seamlessly into the company culture while gaining a clear understanding of their roles and responsibilities. This workshop introduces employees to the organization's mission, values, and goals, helping them align their work with the company’s vision. It also provides detailed guidance on policies, procedures, and workplace expectations, ensuring new team members feel confident and well-prepared from day one. By fostering a welcoming and supportive environment, the workshop sets the stage for long-term success, engagement, and collaboration within the organization.

Ownership Thinking

Our Ownership Thinking Workshops empower employees to embrace a mindset of accountability, proactive decision-making, and long-term investment in the company’s success. Through interactive sessions and practical tools, these workshops encourage employees to think and act like owners, fostering a deeper understanding of how their individual contributions impact organizational goals. By aligning personal and team efforts with the company’s objectives, employees are inspired to take initiative, solve problems creatively, and drive results. This shift in mindset enhances overall engagement, boosts performance, and cultivates a culture of shared responsibility and success.

Case Study

Aligning Values, Amplifying Results.

ESOP communications drive a highly productive workforce.  Employers can protect their investment in employee development with a focus on increasing employee engagement. 

 

https://www.gallup.com/workplace/269405/high-performance-workplaces-differently.aspx

 

 

Outcomes:

  • Expedite initiatives

  • Cultural alignment; reinforce values, goals and strategic direction

  • Problem-solving

  • Employee engagement

  • Professional development

When we say experts, we mean experts.

Below is a list of accredited affiliations and associations our audit team work with on a regular basis.

PrimeGlobal
AICPA-Employee Benefit Plan Audit Quality Center
Florida Insitute of Certified Public Accountants
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National Association of Certified Valuators and Analysts
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"Our leadership team appreciate Berman Hopkin’s advisors as we went through the formation of our ESOP given their solid ESOP knowledge and their customized approach to our specific needs as a company.” 

 Michael Rodriguez
E-Z Bel Construction LLC

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