Cathy Ivancic

Cathy Ivancic

Associate Director

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  • Timeline

  • About me

    Creating informed, engaged employees owners in ESOPs nationwide.

  • Education

    • Kent State University

      1981 - 1985
      BA Individualized major

      Activities and Societies: Honors College

    • Kent State University

      -
      Master's Degree

      Activities and Societies: Honors College Studied ESOPs and employee-owned businesses.

    • Bishop Watterson High School

      -
  • Experience

    • Ohio Employee Ownership Center

      May 1987 - May 1994
      Associate Director

      As the first full-time employee of this university-based program, I was responsible for day-to-day operations. My work included fundraising, staff development, outreach and consulting with employee-owned companies. The program budget tripled during my tenure. Programs managed were diverse as a Russian Employee Ownership Program, starting Ohio's Employee Owned Network, doing ESOP transaction work for the Ohio Department of Development and developing innovative custom training programs for employee-owned businesses. Show less

    • Ownership Development Inc

      Jun 1994 - Feb 2001
      President/ Consultant/ Owner

      Provided communication and organizational services to ESOP-owned companies nationwide. Provided consulting for companies implementing or considering open-book management. As part of a joint venture, I coordinated the Northeast Ohio Great Game Network for two years. This business was sold to BCI Group in 2001.

    • Principal Financial Group/ BCI Group

      Feb 2001 - Jun 2004
      ESOP Communication Consultant

      Provided communication and organizational services to ESOP-owned companies nationwide. This company was originally BCI Group based in Appleton, WI and was sold to Principal Financial Group.

    • Workplace Development Inc.

      Jan 2004 - now
      Managing Director

      My consulting develops informed, engaged employee owners. Working with company leaders and ESOP committees, I provide personalized solutions that unleash the motivational impact of shared ownership. Workplace Development Inc'.s services strengthen ESOP appreciation, business knowledge and the employee ownership mindset of each person in your organization. Services include: * Providing new ESOP communication tools and roll out services* Creating custom business literacy training* Communicating drivers of stock value and benefit provision changes in plain language* Enhancing business awareness with simulations and learning games * Coaching for ESOP Committees to bring them structure, action plans and ideas* Developing a strategic approach to employee ownership communication* Customizing written, electronic, video and interactive communication tools* Strengthening your ownership culture and ability to communicate employee ownership to recruits* Equipping managers with the skills and knowledge they need to lead employee ownersUsing more than 30 years of experience serving employee-owned businesses, I'll help your company realize more of the financial and non-financial benefits of sharing ownership through an Employee Stock Ownership Plan. Show less

    • Business Literacy Institute

      Jan 2005 - May 2020
      Facilitator & Trainer

      Provided training and development work for the Business Literacy Institute (BLI). BLI's services are based on the idea that organizations are more successful, and employees are more motivated and committed, if they understand the financial side of their business.

    • The Equity Engineering Group

      Jan 2016 - now
      Member, Board of Directors, Equity Technology Group

      I serve on the Board of Directors of the holding company for this 100% employee-owned business. I also serve on the Board's Compensation Committee.

    • Blue Ridge ESOP Associates

      Feb 2023 - now
      Managing Director

      As part of Blue Ridge, I provide leaders and committees with the tools and training they need to create informed, engaged, employee owners. Our team from Workplace Development provides seamless ESOP communication and ownership culture services to the ESOPs that are served by Blue Ridge ESOP Associates.

  • Licenses & Certifications

    • Certificate in Private Company Governance

      Private Directors Association®
    • Economic Development Finance Professional (EDFP) Certificate

      National Development Council
  • Volunteer Experience

    • Past Board Member 10 Years, Frequent Speaker

      Issued by The National Center for Employee Ownership (NCEO)
      The National Center for Employee Ownership (NCEO)Associated with Cathy Ivancic
    • Founding Member of the Ownership Culture Committee, OH/KY Program Committee, Frequent Speaker

      Issued by The ESOP Association
      The ESOP AssociationAssociated with Cathy Ivancic
    • Founding member of Cleveland Chapter

      Issued by Private Directors Association®
      Private Directors Association®Associated with Cathy Ivancic