Engage, Empower, and Grow: Workforce Activation Through Employee Ownership Strategies
Wednesday, April 8, 2026
1:10 PM - 2:10 PM CDT
Location: 104
CE: 1
CE Type: SHRM Education Level: For All Levels
Congratulations! You have become either fully or partially employee owned. You probably spent a lot of time making sure the transaction was completed. Perhaps that transaction was a first step toward employee ownership, such as implementing a phantom equity plan. Or that transaction might have been a sale to a worker co-op, EOT, or ESOP. Regardless, do your employees understand the benefits of employee ownership? If they don't, does that mean they don't care, or is it that they don't understand? This session will explain how to use your post-transaction employee ownership structure as a vehicle that can improve employee retention, attract and retain talented employees, and drive growth. We will use practical examples across phantom equity, EOTs, worker co-ops, and ESOPs. This session will explain what must change in terms of governance, communication strategy, and incentives once employees become owners (or beneficial owners) of the business.
Understand legal, practical, and cultural distinctions between phantom equity, minority ESOP ownership, worker co-ops, EOTs, and 100% ESOP ownership.
Learn steps to implement and communicate each strategy to maximize workforce engagement, financial growth, and company culture
Design engagement and performance systems that fit the new structure, such as goal setting, open-book or selective financial sharing, and plan structures that reward specific performance goals.