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Panel Proposals

Culture and Engagement

Adding Financial Literacy to Your Ownership Culture

Tuesday, April 7, 2026
11:30 AM - 12:30 PM CDT
Location: 208
CE: 1
CE Type: CPE, SHRM
Education Level: For All Levels
This session will explore the current need for better financial literacy across all industries and job levels. We will articulate how better financial literacy improves the quality of company ownership culture, enhances orderly succession, and fosters clearer understanding of the benefits of employee ownership. We will include tales from the front lines on the benefits of having a participant group with good financial literacy. We'll also discuss common pitfalls we've seen when ESOP participants do not have that understanding.

NCEO Publication: Beyond Engagement
NCEO Peer Networking: Innovative Communication Coalition

Learning Objectives:

  1. Learn the importance of financial literacy for a healthy company culture, an orderly succession, and contributing toward participants’ understanding of impact of company performance.
  2. Learn how to gage the likely current levels of financial literacy among your participants.
  3. Discover how sponsors can create and enhance financial literacy as a tool for understanding annual ESOP account statements and how those fit into an overall plan for retirement.