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EEA Zoom Shows

EEA Monthly Zoom Shows for Enterprise Engagement Strategic and Tactical Learning and Sharing

The virtual training center for Stakeholder Capitalists and strategic engagement management. Click here for the Enterprise Engagement YouTube channel featuring the latest library of shows. 

The objective of these EEA Zoom Shows is to 1) Provide attendees in all areas of organizational management and academics an easy step-by-step understanding of enterprise engagement implementation and what CEO’s should consider doing now that can have a big impact on revenue, profitability and experiences while saving money, and to 2) Prepare professionals for the new set of  human capital management, metrics, and formal engagement skills required in the era of Stakeholder Capitalism and the need to address all people from customers and employees to supply chain and distribution partners and communities. All EEA Zoom shows are now available on the Enterprise Engagement Alliance's Youtube channel

Scheduled Zoom Shows

Aug 12, 1 pm-2pm ET US: Strategic Track | Business Operating Systems – The Perfect Prescription for a Better Business? Register Now.

Summary: Smart leaders and great organizations have used Business Operating Systems (BOS) for decades to achieve their goals more predictably. Yet most small businesses aren’t aware of these systems or how they can be applied to addressing real-life issues—such as how to pivot to new opportunities after a sudden pandemic. A Business Operating System is a set of simple, yet powerful tools that helps leadership make better decisions, achieve greater results, foster alignment, save money, continuously improve, and create higher quality experiences for all stakeholders, starting with the CEO.
This EEA Zoom show is designed for management in any of the following situations:
  • Current business opportunities or challenges require rapid reorganization or pivoting of products, services, or the business model.
  • You have hit a ceiling and can’t quite get to the next level.
  • You’ve run out of fun. The business you once loved is killing you.
  • There is growing pressure to run businesses in a more people-centric way and report those efforts to key stakeholders.
  • You are curious about better ways to grow an organization.
This show will feature both an expert in Business Operating Systems and the CEO of a leading event company who  will explain how his organization is using a BOS to rapidly pivot to take advantage of new opportunities in virtual meetings. 
Speakers: Todd Hanson, President, Catalyst Performance Group, a leader in Business Operating Systems and Engagement ROI; Allin Foulkrod, CEO and Founder, Creative Visions, a leading Raleigh, NC-based strategic event and media solution company, and Bob Pankratz, CEO and Founder
Technosis, Inc., an information technology agency.

Aug. 13, 1 pm-2pm ET US: Tactical Track | The Art of Brand Media, Experiences, and Surprise and Delight. Register Now.
Summary: This program addresses the growing concept of brand media—the selective use of brands for incentive, recognition, loyalty, promotion, gifting and amenities program—and the increasingly popular concept of surprise and delight gifting. Attendees will get a fresh perspective on the story telling power of brands. 
Experts: John Geysen, Product Marketing Manager, HMI Performance Incentives; Cary Goldman, Director, National Accounts; 1-800FLOWERS.COM; Cyndi Pereira, Barb Hendrickson; Visible Communications, and co-author of the “Principles of Results-Based Program Design,” published by the Incentive Marketing Association; and Marc Matthews, CEO and Founder, Pulse Experiential.
Brand stories:, Omaha Steaks, Pulse Experiential. 

Overview of the EEA Zoom Show Series

The need. The implementation of Stakeholder Capitalism principles to achieve sustainable goals through an enterprise approach to engagement that requires: a new understanding of human economics and value creation at the highest level as well as tactical application of current engagement tools to achieve measurable and sustainable results. These Zoom shows also provide useful background for those seeking Enterprise Engagement Alliance engagement certifications
Background. To meet the need for a formal education platform on the implementation of Stakeholder Capitalism principles as well as an enterprise approach to engaging all stakeholders, the EEA has created two monthly programs for professionals in all areas of business, including marketing, sales, human resources, finance, operations, community engagement, etc., seeking to achieve more measurable results from traditional external and internal marketing, communications, and other engagement efforts. 
The objectives. To provide attendees an easy step-by-step understanding of what CEO’s should consider doing now that can have a big impact on revenue, profitability and experiences while saving money and preparing professionals for the new set of skills required. 
The programs consist of:
1) The Stakeholder Capitalism in Action Zoom Show for indepth discussions with business and academic leaders on the management issues related to implementing a strategic and systematic approach to engaging all stakeholders, and
2) The Measurable Engagement Solutions Zoom Show for discussions with experts on how to implement a more efficient approach to engaging all stakeholders at the tactical level, including employees, customers, distribution and supply chain partners, communities, and any people critical to an organization’s success. 

Upcoming EEA Zoom Shows: details and registration to be published shortly.

Sept. 10: 1 pm ET US. The New Role of the CFO in Human Capital Management
Oct. 14, 1 pm ET US. Enterprise Engagement Technology and One-to-One Engagement
Nov. 18, 1 pm ET US. The Critical Role of Assessment and Feedback

EEA Zoom Show Library

Here are recordings of past EEA Zoom shows.

May 2020: Human Capital Management and Metrics and ROI of Engagement. Click here for the recording.
A practical guide to the application of human capital management strategies, metrics, and return-on-investment measurement processes. 
Speakers: Gary Rhoads, CEO Xvoyant; Professor Emeritus, Marketing and Entrepreneurship, Marriott Graduate School of Business, Brigham Young University; and EEA Academic Advisor; Bruce Bolger, Founder of the Enterprise Engagement Alliance at, and Todd Hanson, President of Catalyst Performance Group and EEA advisor on Business Operating Systems and engagement return-on-investment. 

June 15, 2020:  EEA Certification Preparation: Introduction to Enterprise Engagement. Click here for the recording.
This is the first of five online classes for the Enterprise Engagement Alliance Certified Engagement Practitioner learning program. It provides an introduction to the principles, econonomics, and economic framework for achieving organizational goals by fostering the proactive involvement of all stakeholders. All other training courses for this program are available to EEA members only.
June 16, 12 pm-12:30 pm ET: Stakeholder Capitalism, Human Capital Management, and the Opportunity for HR With Dave Ulrich. Click here for the recording.
Investors, consumers, talent, and now the Covid-19 crisis have put increasing pressure on CEOs to have a strategic and systematic approach to managing human capital. This session addresses the emerging topic of Stakeholder Capitalism being espoused by an increasing number of influential leaders, including the World Economic Forum, the Business Roundtable, Paul Tudor Jones and his JUST Capital outreach organization, The Embankment Project, and many more, and how it promises to affect the management of people in the coming years. This session will address the new focus on people and what skills CEOs and management will need to master. Topics covered include making the business case for HR; the need for strategic engagement solutions, and much more.
Speaker: David Ulrich, Speaker, Author, Professor Thought Leader on human resources management, leadership, and organizational management. 

June 24, 1 pm-2 pm ET US: How to Educate the C-Suite on the Importance of Human Capital Management, Metrics, and Engagement. Click here for the recording.
Summary: This session focuses on the role human resources or other management can play in: helping CEOs develop and implement a human capital management strategy with clear 
metrics; providing better measurement of HR practices; contributing to the publication of Corporate Responsibility Reports, and even assisting CEOs with human capital merger and acquisition assessments. What does HR need to make the case for a strategic and systematic approach to people management. What does HR need to do as a profession to profit from these opportunities? What types of skills will they need? 
Speakers:  Amy Armitage, Chair, Human Capital Investment & Reporting Council, Program Director,The Conference Board; Alex Edmans, Professor of Finance, London Business School, and author of Grow the PieSonia Consiglio Favaretto, UNGC SDG Pioneer/Chair of the Global Reporting Initiative Brazil Advisory Board/ Vice-chair of the CDP Board; Laura Queen, EdD, CEO,, a mid-market M&A advisory firm focusing on human capital risk analysis, with 20-plus years in HR management. 

July 15, 1 pm-2pm ET US: Strategic Culture: Beyond the Warm and Fuzzy. Click here for the recording.
Summary: Over the last two decades, hundreds of books have focused on leadership and culture, and many CEOs at companies of all sizes have hired coaches to help improve their management styles. And yet, after 20 years or more of talk, probably no more than 20% of organizations have a strategic approach to culture management—i.e., a CE0-led plan that drives a consensus-based brand promise, values, culture, and objectives through a formal process across the enterprise. The result—almost no change in customer and employee engagement. Panelists address why most companies do little more than pay lip service to culture; the potential cost of that oversight; and what can be done about it.
Speakers: Dr. Paul White, Founder, Appreciation at Work,a leader in culture through genuine appreciation; Alex Edmans, Professor of Finance, London Business School and author of the recently published, Grow the Pie, who will be sharing his research on the economic benefits of engagement but also a new equation for making decisions based on smarter human-capital analytics; Gary Rhoads, CEO of, and Professor Emeritus, Marketing and Entrepreneurship, Marriott Graduate School of Business, who will provide the perspective of an early pioneer in Enterprise Engagement as creator of Allegiance, now MaritzCX, a customer experience company, and more recently of Xvoyant, a sales engagement SaaS platform that is yielding fascinating insights on sales behaviour based on empirical data; and Barbara Porter, Managing Director, EY, who has managed culture both as a CEO of her own company and as an advisor to many others. 

July 22, 1 pm ET US: Advertising and Marketing in the Era of Authenticity. Click here for the recording.
Summary: This Zoom Show features leaders in branding, marketing, and advertising to discuss the future of marketing and advertising in the time of Covid-19. On the one hand, the severe economic downturn and increasing push to digital is squeezing margins for agencies, and on the other hand, consumers have become even more skeptical about companies and are demanding a greater focus on people and authenticity: 70% of respondents to a recent JUST Capital/Harris Poll say they prefer to do business, work for, or do business with people-focused businesses. This Zoom show addresses the potential impact of this collision of trends on advertising and marketing. Does the field of advertising and marketing field have a transformative opportunity in the era of authenticity and purpose? Are clients ready to be challenged to use the powerful tools of advertising and marketing to focus not only telling the truth and helping people in their campaigns, but on keeping their promises? Are marketers ready to build internal and distribution partner engagement and promise delivery into every “campaign?” 
Speakers: Matthew Della CrocePresident Global and Corporate for Allison PartnersSatish Kordea brand strategy consultant and formerly CEO of GTBand Allan SteinmetzCEO, Founder, Inward Consulting, will join EEA Zoom show host Bruce Bolger, Enterprise Engagement Alliance at founder, on how the advertising and marketing field can adapt to the new focus on authenticity and purpose.

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