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Making the Most of Annual Statement Day

Webinars

Continuing Education Credit Offered For Live Session Only: Generic, ASPPA, SHRM

Webinar Details

During this session you will hear from individuals who have developed novel approaches to engaging employees on Statement Day. The presentation will also review key reminders that plan sponsors may consider incorporating into the annual statement distribution.

Learning objectives:

1. Explore ways to embrace the ESOP culture during your annual statement delivery

2. Review exhibits of novel approaches to build excitement before FMV reveal.

3. Identify ways to keep the ESOP message alive all year long.

 

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Presenter

Danny Lamastra headshot Presenter company logo

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 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.

Thank you to our Sponsors

Blue Ridge
Chartwell
KSM
McDermott Will & Schulte LLP
PCE Investment Bankers, Inc.
Prairie
Praxis
Strategic Talent Partners