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Library of Free Stakeholder Capitalism, Human Capital Management, and Enterprise Engagement Resources

Use this continually updated Library of mostly free or low-cost resources to help your organization profit from Stakeholder Capitalism--enhancing returns for shareholders by creating value for customers, employees, supply chain and distribution partners, and communities. 

Enterprise Engagement Alliance Resources     
Stakeholder Capitalism
Human Capital Management and Reporting 
Information About Investors and Economic Pressures 
Human Capital Management Tools 
ISO Guidelines and Standards 
Enterprise Engagement 
Tactical Implementation
Stakeholder Capitalism and Human Capital Think Tanks and Advocacy Groups


Here is an updated compilation of free and low-cost resources from the Enterprise Engagement Alliance at TheEEA.org and from dozens of other sources. This is regularly updated and located on the Library tab on the navigation page.

Enterprise Engagement Alliance Training and Information

Enterprise Engagement Alliance at TheEEA.org: for general information about the principles and implementation of the “S” of ESG.
 
ESM at EnterpriseEngagement.org, founded in 2009, for news, information, and research updated weekly on stakeholder engagement and implementation of Stakeholder Capitalism, and the  EEXAdvisors.com marketplace. Subscribe here.
  
RRN at RewardsRecogntionNetwork.com, founded in 1996, for weekly news, research, profiles, case studies and more on Total Rewards andBrandMediaCoalition.com marketplace--founded in 1996, with over Subscribe here.  
Linked in: https://www.linkedin.com/groups/1926267
  
Twitter: https://twitter.com/eea_org
 
Enterprise Engagement for CEOs: The Little Blue Book for People-Centric Capitalists. A 120-page introduction for CEOs and senior management  seeking to profit from Stakeholder Capitalism principles.
 
Enterprise Engagement: The Textbook 5th Edition at Amazon.com: The complete guide to to the implementation of Enterprise Engagement practices  across the organization.
 
EEA Enterprise Engagement and Human Capital Management Youtube Channel
A complete knowledge management library of panel discussions with experts in all areas of engagement, from strategic to tactical. The continually growing library includes expert interviews on:
  • Stakeholder Capitalism
  • Human Capital Management, Reporting, and ROI
  • Engagement tactics, including a growing library of shows covering everything from culture to analytics.
  • Engagement solution providers.
The Enterprise Engagement Learning and Certification Program. The Certified Engagement Practitioner designation demonstrates that the recipient has a basic grasp of the concept of engagement, human capital management, reporting, and ROI of engagement. It includes a comprehensive approach to integrating DEI (Diversity, Equity, and Inclusion) into human capital strategies. The Advanced Engagement Practitioner requires the individual to demonstrate the ability to create a formal human capital business plan and report.

Paid corporate and individual membership in the Enterprise Engagement Alliance comes with the above two books as well as the following four books below considered primary reading for those seeking to master the key principles and implementation tactics of Stakeholder Capitalism and an enterprise approach to engagement. Click here for membership information and to join. 

Strategic Management: A Stakeholder Approach, by Edward Freeman, Professor, Darden School of Business at the University of Virginia, one of the creators of the concept of Stakeholder Management with the publication of this book in 1984. 

Grow the Pie: How Great Companis Deliver Both Purpose and Profit, by Alex Edmans, Professor, London Business School, whose research has helped establish the link between creating value for employees and for investors.

Building Power Soul: Powering Culture & Success with the Soul System, by Ralph Specht, retired Co-Founder, Spark44, an international ad agency, is featured for its demonstration of a strategic and systematic approach to building culture into an organization.  

Humanizing Human Capital: Invest in Your People for Optimal Business Results, by Dr. Solange Charas and Stela Lupushor, a practical guide to human capital management. 

Stakeholder Capitalism

EEA YouTube Show. The State of Stakeholder Capitalism With Edward Freeman, the “Father” of the Movement. (45 minutes.)  Click here

Stakeholder Capitalism Primer

A history of the movement dating back to the 1980s, well before the concepts of Environmental, Social, Governance (ESG), or “Woke” capitalism.

Fishing With Dynamite
A short documentary film produced by Bidhan (Bobby) Parmar, a professor at rh Darden School at the University of Virgina, that tells the history and story of Stakeholder Capitalism through the eyes of its founders, advocates, business leaders, and economists on the left and the right. 

The Stakeholder Podcast
A weekly podcast with experts and observers in all areas of enterprise hosted by R. Edward Freeman, arguably the founder of the academic field of Stakeholder Management, the underlying theory of Stakeholder Capitalism.

The Stakeholder Capitalists Toolkit
This article outlines the organizational tactics needed to implement an enterprise approach to engagement.
 
Yes, Stakeholder Capitalism Can Transform Society
This article explains the connection between Stakeholder Capitalism and a better society.
 
Stakeholder Capitalism Definition
The EEA has proposed a formal definition for a field that is widely debated without having an entry in the dictionary.

The Stakeholder Capitalism Podcast
Select audio recordings of Enterprise Engagement Alliance YouTube shows focusing specifically on the implemenation of Stakeholder Capitalism or related trends and issues.

Stakeholder Capitalism in Action: Publix Supermarkets
A case study by Jeffrey Harrison, W. David Robbins Chair of Strategic Management at University of Richmond.

NYSE-JUST Capital Webinar Features Executives on What Stakeholder Capitalists Perform Better 
 
Business Roundtable: CEOs Must Commit to Benefiting All Stakeholders
Article about the Business Roundtable decision to redefine an organization’s charter to address the needs of all stakeholders.
 
New Analysis: More CEOs Call for an Enterprise Approach to Engagement: Now What?
 
News Analysis – Stakeholder Capitalism: It’s Time for Action
 
News Analysis: The Action Plan for Stakeholder Capitalism
 
Virtual or Live EEA Education Program on Stakeholder Capitalism, Human Capital Management, and ROI of Engagement

EEA YouTube Show. How Great Companies Deliver Both Purpose and Profit. Click here.
Panelist: Alex Edmans, Professor of Finance, London Business School, Grow the Pie: How Great Companies Deliver Both Purpose and Profit”.
 
EEA YouTube Show. Strategic Culture: Baking Purpose Into Process. Click here.
Panelist: Ralf Specht, retired Founder, Spark44 (now part of Accenture) and author, Building Corporate Soul.

EEA YouTube Show. Introduction to Stakeholder Capitalism...From Concept to Action. (30 minutes.) Click here.
Panelists: Martin Whittaker, founding CEO of JUST Capital, an independent nonprofit organization that is equipping the market with the data, tools, and insights it needs to deliver on the promise of stakeholder capitalism.; Barbara Porter, as an expert in culture and customer experience, currently as a Managing Director at EY; Gary Rhoads, as Professor Emeritus of Marketing and Entrepreneurship at BYU’s Marriott Business School, a founder of the Enterprise Engagement framework developed in 2009 based on the principles of Stakeholder Capitalism before the name was widely used, and also Chairman of Xvoyant, a sales engagement company.

EEA YouTube Show. Stakeholder Capitalism, Human Capital Management, and the Opportunity for HR With Dave Ulrich. (60 minutes.) Click here.
Panelist: David Ulrich, Speaker, Author, Professor Thought Leader on human resources management, leadership, and organizational management. 

CEO Chat on Stakeholder Capitalism and Enterprise Engagement. (30 minutes.) Click here.
Panelists: EEA Founder, Bruce Bolger, with show hosts Al Cini, CEO of BCAT Brand Alignment and Joe Asumendi, Managing Partner, Al Cini & Partners.

EEA YouTube Show. Stakeholder Capitalism, Human Capital Management, and the Opportunity for HR With Dave Ulrich. (60 minutes.) Click here.
Panelist: David Ulrich, Speaker, Author, Professor Thought Leader on human resources management, leadership, and organizational management.

Human Capital Management and Reporting

EEA YouTube Show. How to Educate the C-Suite on the Importance of Human Capital Management, Metrics, and Engagement(60 minutes.) Click here.
Panelists:  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, 29Bison.com, a mid-market M&A advisory firm focusing on human capital risk analysis, with 20-plus years in HR management. 

EEA YouTube Show. Human Capital Management, Metrics, and the Emerging Role of the CFO. (60 minutes.) Click here.
Speakers· Dave Bookbinder, Senior Director at CFGI, (a leading accounting advisory company) and author of The New ROI: Return on Individuals; Glen Hartenbaum, CFO, Gemini Bakery Equipment Company; Jim Caruso, CFO, Simplura Health Group; Kimberly Lanier, Associate Director, Organizational Transformation, Protiviti.

EEA YouTube Show. Why Human Capital Reporting Will Become Required and What That Means. (30 minutes.)  Click here
Panelists: Amy Armitage, Chair Human Capital Investment & Reporting Council, Program Director The Conference Board with over a decade of experience related to human capital management and reporting; Eric Darrisaw, a Senior Consultant with Lazarus Advisors LLC, a securities industry expert with 30 years of experience advising institutional investors and shareholder advocacy groups on proxy voting, corporate governance, and diversity issues Dorien Nunez is a speaker, author, researcher, and Principal and Co-Founder of the OMNIResearch Group, and Nick Shepherd, Fellow Charterered Professional Accountants Canada, and author of the recently published How Accountants Lost Their Balance. 

EEA YouTube Show. Human Capital Materiality: What This Means for Every Organization. (60 minutes.)  Click here.
Panelists: Solange Charas, PhD., Founder and CEO of HCMoneyball; Larry Beeferman, PhD., Independent Consultant; Fellow, Harvard University Labor/Worklife program; and Neri Bukspan, EY, Americas Accounting, Reporting, and Governance leader.

EEA YouTube Show. Human Capital Management and Metrics and ROI of Engagement. (60 minutes.) Click here.
Panelists: 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 TheEEA.org, and Todd Hanson, President of Catalyst Performance Group and EEA advisor on Business Operating Systems and engagement return-on-investment. 

EEA YouTube Show. Human Capital Is a Marketing Issue—CMOs Just Don’t Get It Yet (65 mins.)  Click here.
Panelists: Allan Steinmetz, Founder, CEO, Inward Consulting and Ralf Specht, retired Founder of Spark44, and international advertising agency, and author, Building Corporate Soul.

Overview of the New Securities & Exchange Commission Human Capital Disclosures
For the first time, the SEC requires US public companies to disclose human capital practices.
 
Early SEC S-K Human Capital Disclosures Reflect a Practice in its Infancy
This article provides an analysis of 12 of the first companies making SEC human capital disclosures in November 2020.
 
Primer on ISO 10018 Quality People Management Standards and Certification
 
ISO 10018 Renamed to: “Quality Management – Guidance for People Engagement”

ISO 30414 Overview

A short primer in ISO 30414 Human Capital reporting standards.
 
Allianz is Fourth Company to Publish ISO 30414 Human Capital Report Verified by Audit
This article highlights the four companies as of April 2022 that have published independently verified human capital reports conforming with ISO 30414 standards.
 
What You Need to Know About Human Capital Corporate Responsibility Reports
 
Use This Free Checklist to Evaluate Your Human Capital Reporting
 
Anatomy of  Human Capital Management Plan Development
This article explains the process of conduct a human capital gap analysis and development of a human capital management plan and reporting process.
 
EEA Releases First Draft Ratings on Human Capital reporting
View the human capital ratings for Micron and Macy’s.
 
Case Study of a Human Capital Gap Analysis
This article provides insights on how to create a formal human capital plan.
 
Use This Checklist to Evaluate Your Human Capital Reporting
This checklist makes it easy to determine the effectiveness of your human capital strategy.
 
The Perfect Company: Anatomy of an Ideal Practitioner of Stakeholder Capitalism Seen Through Its Human Capital Report
Use this “model” company and its human capital management plan, including tactics, as a model for Stakeholder Capital in action.
 
Model for an Ideal Human Capital Report
Use this model Human Capital report to create the framework for your company’s own human capital reporting strategy.
 
Tech Firm Publishes ISO-Conforming Human Capital Report as a Marketing Strategy, Not Compliance
Use this human capital report as a guide for creating an ISO-conforming human capital report.
 
Allianz ISO 30414 Conforming Human Capital Report
Verified by the 4C Group, the European Union affiliate of the Center for Enterprise Engagement at TheICEE.org certification service.
 
Deutsche Bank ISO 30414 Conforming Human Capital Report
Verified by the 4C Group, the European Union affiliate of the Center for Enterprise Engagement at TheICEE.org certification service.
 
ISO Issues Formulas to Calculate Key Human Capital Metrics
This report provides a list of ISO standards containing standardized formulas to calculate human capital metrics.
 
The Coming Need for Incentive Program Design Expertise
What you need to know about providing professional design services to organizations.
 

Information About Investors and Economic Pressures 
These articles provide background on the reasons why investors now are focused on engagement and other human capital investments.


Global Reporting Institute Sustainability Report Database

Search for the sustainability reports of a growing number of organizations; learn how to create sustainability reports, and submit your own.
 
 Embankment Project Was Among the First to Advocate for Inclusive Capitalism Disclosures That Include Customers
 
World Economic Forum Announces Metrics for Stakeholder Capitalism
The standards, supported by 120 of the world’s leading companies, include multiple disclosures related to people management.
 
New Davos Manifesto Calls for Enterprise Approach to Engaging All Stakeholders
 
Securities & Exchange Commission Petitioned to Mandate Disclosure of Human Capital Investments, Engagement
This article highlights a petition by major investors to the SEC asking that public companies be required to disclose information on their human capital and engagement investments.
 
Accounting Profession Faces Increased Pressure to Address Human Capital Reporting
This article highlights a growing push in the accounting world to account for the 80% of book value attributed to good will by accounting for human capital and other related assets.
 
$6 Trillion Investor Coalition Sees Link Between Human Capital Management and Shareholder Return
Why major investors are pushing for disclosure of human capital investments and engagement.
 
Blackrock Joins Ranks of Big Investors Focused on People
More information on investor interest in human capital and engagement.
 
Q-A With CalPERs on its Strong Support for Human Capital Disclosures by Public-Companies
 
The New Human Capital Mandate: Has it Arrived?
Understand the potential impact of the new Securities & Exchange Commission (SEC) Human Capital disclosure language in the new proposed SK regulations.

Business Roundtable: CEOs Must Commit to Benefiting All Stakeholders

 
Human Capital Gains Traction in Accounting Field
 
News Analysis: Will CFO’s Take Charge of Human Capital Metrics?
 
The Surprising Economics of a People Business
 

Human Capital Management Tools

 
EEA Ratings Framework for Human Capital Reporting Based on ISO Standards 30414 and EEA 10018
 
Free Human Capital Return on Investment Calculator from HCMoneyball
 
Free Global Reporting Initiative Sustainability Report Database
 
Free CSR Hub Global Ratings Service for ESG
  

ISO (International Organization for Standardization) Guidelines and Standards

These articles provide an overview of current ISO standards and principles and how they apply to engagement.
 
Enterprise Engagement and ISO Standards E-Book
 
ISO Approves Effort to Develop Engagement Standards
 
ISO Quality Management Principles
ISO principles related to engagement.
 
ISO People Involvement Standards and Guidelines
ISO standards and guidelines related to engagement.
 
Why ISO Human Capitals Standards and Certifications and the Role of ICEE? Lee S. Webster and Dr. Ron B. McKinley answer the most frequently asked questions about the new ISO human capital standards and the role of the International Center for Enterprise Engagement at TheICEE.org.
 
First ISO Human Capital Standards Now Available
ISO 30414 guidelines for human capital (HC) reporting for internal and external stakeholders include most of the key elements involved with Enterprise Engagement and ISO 10018 Quality People Management standards
 
Professor Stefanie Becker on Human Capital and Engagement
A Q & A With Stefanie Becker, an ISO 30414 Contributor
 
Why Every Organization Can Benefit From ISO 30414 Human Capital Reporting Standards
 
DTE Energy’s Customer Service Organization Achieves First ISO 10018 Certification for Quality People Management
 
Part 1: What You Need to Know to Qualify for ISO 10018 Quality People Management Certification
 
Part 2: ISO 10018 Quality People Management Certification Qualification Checklist
 
15 Minute Podcast on Coming Human Capital Disclosures and ISO 30414 Internal and External Reporting
 
ISO Human Resources Standards Q&A With Zahid Mubarik, ICEE Country Director
 

Enterprise Engagement
(Employees, Customers, Supply Chain, Distribution Partners and Communities)


Definition of Enterprise Engagement

This is the Wikipedia definition.
 
Definition of Enterprise Engagement Technology
This article outlines the difference between recognition and enterprise engagement technology.
 
Concept of Employee Engagement: An Analysis Based on the Workplace Employment Relations Study, David MacLeod, Nita Clark, Engageforsuccess.org, the U.K. government-sponsored organization.
 
Deloitte: Employee Engagement Culture, Human Capital Trends
 
Hay Group: Why Does Employee Engagement Matter to CEOs
 
Aon Hewitt 2016 Trends in Global Employee Engagement
Incentives, Rewards, and Workplace Motivation, Dr. Harold Stolovich, PhD., University of Southern California.
 
Principles of Results-Based Incentive Program Design, published by the Incentive Marketing Association
A certification program for incentive process design. 

The Master Measurement Model of Employee Performance
Still the definitive guide to create a measurable engagement process.
 
Manage Your Human Sigma
Research demonstrating the link between customer and employee engagement.
 
Putting the Service Profit Chain to Work
More research on link between employee and customer engagement.
 
Total Rewards 2.0: It’s Time to Update the Model
Total Rewards 2.0 updates a concept first introduced in the late 20th century.
 
Loyalty 4.0: From Transactional to Experiential and ROI Measurement
An opportunity to take a fresh look at the economics and benefits of loyalty strategies to make sure they optimize results.
 
It’s Time to Focus on the ROI of Diversity Inclusion
Diversity, Equity, and Inclusion (DEI) is not just about Corporate Social Responsibility, it’s about better business. DEI will not achieve its full potential until organizations treat it as a profit center rather than as only a charitable contribution.
 
What Our Nation’s Party System Tells Us About the Dangers of Office Politics…
 

Tactical Implementation 


General Management 
 
EEA YouTube Show. Business Operating Systems – The Perfect Prescription for a Better Business? (60 minutes.) Click here.
Panelists: 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.

EEA YouTube Show. The ROI of DEI. Click here.
Panelists: Eric Darrisaw, Principal, Lazarus Advisors; Marvin Owens, Chief Engagement Officer, Impact Shares; Rene Redwood, CEO, Redwood Enterprise.
 
EEA YouTube Show. Women Executives Offer Advice to Their Younger Selves and to Business Leaders. (55 minutes) Click here.
Panelists: Julie Barbier-Leblan, CEO, Merit Incentives, a Mideast incentive company based in Dubai; Wendy Carter, CEO, Collection Pot, an employee collective gifting platform based on the UK; Anne Jetter, Founder, AMJ Business Solutions, an Omaha-based gift card advisory firm, and Barb Hendrickson, Chief Content Creator, Visible Communication Inc. and founder of a Midwest incentive fulfillment and representation company.

Effective Employee Engagement Tactics. (60 minutes.) Click here.
Panelists: Solange Charas
, Founder, HC Moneyball, a SaaS-based human capital analytics and benchmarking platform, and who has held senior-level HR positions with leading firms; Al Cini, Founder of the BCAT brand alignment methodology and platform; Peter Goldberger, Senior Partner, the Incentive Team, a sales engagement specialist; and Barb Hendrickson, President of Visible Communications and editor of the Certified Professional of Incentive Management program of the Incentive Marketing Association. 

Strategic Recognition. (45 minutes.) Click here.
Panelists: Kylie Green Senior Vice President, Global Sales Reward Gateway; Tom Short Co-Founder and Chief Customer Officer of Kudos, and Dr. Paul White President, Appreciate at Work.

EEA YouTube Show. The ESG and Engagement Connection--"Moving From Social to Stakeholders". (40 minutes.) Click here
Panelists: Dawn Conway, CEO of Boost Engagement; Brian Galonek, CEO of All Star Incentive Marketing, and Rob Purdy, CEO of CarltoneOne Engagement. 
 
EEA YouTube Show. Channel Engagement Essentials: Walk in the Shoes of Your Resellers. (35 minutes) Click here.
Panelists: Paul Donehue, President, Paul Charles & Associates, a sales and communications advisory firm; Steve Pulchalsky, head of sales and marketing for The Gapp GroupLincoln Smith, Chief Strategy Officer, HMI Performance Incentives, a full-service performance improvement company. 

EEA YouTube Show. Sales Engagement Essentials: The Generational Shift Has Arrived. (30 minutes.) Click here.
Panelists: Peter Goldberger, Senior Partner, Incentive Team; Dan Cilley, Chief Executive Officer, Vendor Neutral; Dean H. Mutter, VP/Chief Revenue Officer, Luxe Incentives; Ira Ozer, President, Engagement Partners and Innovation Meetings.

EEA YouTube Show: Sales Incentives Effective Design. (60 minutes.) Click here.
Panelists: Allan Schweyer; HMI Performance Icnetives exec Lincoln Smith, and ROI of Engagement and Business Operating System expert Todd Hanson, CRP, CPIM, of Catalyst Performance Group pack in multiple insights on how to design a more effective, ROI-based sales incentive program. Afterwards, Weber Grills grillmaster Kevin Kolman tells the Weber brand story and show how to turn a Weber gift into an experience, even in the time of Covid. 

Employee Engagement Essentials:  It Starts at The Top.  (30 minutes.) Click here
PanelistsMichael Anderson, Partner at Anderson Global Talent LLC and Chief Human Capital Officer in the Obama Administration, as well as of Housing and Urban Development; Rick Garlick, Vice President MAGID, a management consulting company and Research Advisor for Incentive Research Foundation, and Kevin Sheridan, a worldwide expert on employee engagement, author of multiple books on employee engagement, and developer of the PEER assessment product.

Effective Employee Engagement Tactics. (60 minutes.) Click here.
Panelists: Solange Charas
, Founder, HC Moneyball, a SaaS-based human capital analytics and benchmarking platform, and who has held senior-level HR positions with leading firms; Al Cini, Founder of the BCAT brand alignment methodology and platform; Peter Goldberger, Senior Partner, the Incentive Team, a sales engagement specialist; and Barb Hendrickson, President of Visible Communications and editor of the Certified Professional of Incentive Management program of the Incentive Marketing Association. 

Total Rewards 2.0: At the Convergence of Rewards, Recognition, and Benefits. (45 mins.)  Click here.
Panelists: Maggie Drucker, Co-Founder, Chief Relationship Officer, ProsperbridgeMissy Dunn, Vice President, Client Salesof Abenity Inc.; Matt GregoryAssistant Vice President of Lockton CompaniesDarwin HansonCEO, TMevolution.comBob RandallCEO, Transcend Engagement.

EEA YouTube Show. Innovation Strategies—Moving From Nice to Have to Essential. Click here.
Panelists: Stephen Shapiro, Innovation Instigator, 24/7 Innovation, has decades of front-line experience creating and providing advisory services on Innovation. Arthur Fox is Founder and Chief Innovation Leader at Innovation Global Network, whose education platform is based on his own hands-own experience with innovation.  Ira M. Ozer, is President, Engagement Partners, which has helped organizations address the people elements of innovation for over two decades.

EEA YouTube Show. Enterprise Engagement Technology Essentials. Click here.
Panelists:  Joseph Keller, President, Enterprise Engagement at AugeoRob Purdy, Founder and CEO at CarltonOne Engagement, and Bob Randall CEO at Transcend Engagement LLC

Culture
 
EEA Youtube Show. Total Rewards, a Great Idea, Rarely Practiced. (30 mins.) Click here
Panelists: Derrick Barton, Chief Talent Leader/CEO, Center for Talent Solutions at KeepPeople.com and  Founder, Incredible LIFE Network; Jervis DiCicco, Chief Engagement Officer of ProsperBridge at ProsperBridge.org, and Darwin Hanson, President & CEO at Talent Management Evolution at TMEvolution.com. 
 
EEA YouTube Show. Strategic Culture: Beyond the Warm and Fuzzy. (60 minutes.) Click here.
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 Xvoyant.com, 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. 

Communications

EEA YouTube Show. Advertising and Marketing in the Era of Authenticity. (60 minutes.) Click here.
Panelists: 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 TheEEA.org founder, on how the advertising and marketing field can adapt to the new focus on authenticity and purpose.

Incentives, Rewards, Recognition, and Brand Media

Total Rewards 2.0: At the Convergence of Rewards, Recognition, and Benefits. (45 mins.)  Click here.
Panelists: Maggie Drucker, Co-Founder, Chief Relationship Officer, ProsperbridgeMissy Dunn, Vice President, Client Salesof Abenity Inc.; Matt GregoryAssistant Vice President of Lockton CompaniesDarwin HansonCEO, TMevolution.comBob RandallCEO, Transcend Engagement.

Effective Business to Business Development Practices in the era of authenticity. Click here.
Panelist: Rachel Cogar YeakleyPuma Creative

BMC YouTube Show: Interest Grows in the Storytelling Power of Brands. Click here.
Panelists: Brian Galonek, President, All Star Incentive Marketing. Rick Garlick, Vice President, Magid, and Research Advisor to the Incentive Research Foundation; John Geysen, Director of Product Marketing, HMI Performance Incentives; Megan Shea, IP; Director of Loyalty Programs, Links Unlimited Inc.

BMC YouTube Show. The Art of Brand Media, Experiences, and Surprise and Delight. (60 minutes.) Click here
Panelists: John Geysen, Product Marketing Manager, HMI Performance Incentives; Cary Goldman, Director, National Accounts; 1-800FLOWERS.COM;  Barb HendricksonVisible 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 Travel.

BMC YouTube Show: Brand Fulfillment Essentials (40 minutes.) Click here. 
Panelists: Mary Anne Comotto
, Owner, Schaffer Partners Inc., a leading master fulfillment company in Cleveland; Adrienne Forrest, Vice President Corporate Sales, Citizen Watch America; Cary Goldman, Sales Director, Enterprise B2B, 1-800-FLOWERS.COM, INC., and Scott Kooken, Owner, Links Unlimited, Inc.

Motivational Event Update: Pandemic Spurs Big Changes in Group Travel. (30 minutes.) Click here.
Panelists: Rick GarlickVice President, Magid, a management consulting firm,and Chief Research Officer, the Incentive Research Foundation; Stephen Cook, Owner, Lorandus Meetings & Communications; Jacque Salentine Busby, Chief Incentive Strategist, Luxe Incentives; Kate Cardoso, Director, Strategic Services, HMI Performance Incentives.

Individual Travel Essentials: Surge Expected in Individual Incentive Travel. Click here.
Panelists: Peter Friend, Founder and President at Global Hotel Card by Expedia and Global Experiences Card Powered by Viator; Rick Garlick, Vice President, Magid; Chief Research Advisor, Incentive Research Foundation, Marc Matthews, CEO, Founder, Pulse Experiential Travel.

Essentials in Golf Incentives, Rewards, and Gifting. (30 mins.)  Click here.
Few consumer categories went through a bigger transformation than golf as a result of the pandemic. Locked-down families went to golf courses in record numbers and brought the kids, as it was one of the only activities that remained safe. This Enterprise Engagement Alliance Zoom Show, sponsored by the Brand Media Coalition, provides the essential information incentive, rewards, recognition, and gifting planners need to get the most out of their golf programs, whether merchandise, travel, or both. 
Panelists: Corey Wolfe; Director of Sales, Links Unlimited; Marc Matthews, President & CEO, Pulse Experiential Travel; John Geysen, Director of Product Marketing, HMI Performance Incentives. 
 
The Role of Distributors in Brands and Engagement. (60 minutes.) Click here.
This show interviews a brand representative and two distributors and their growing role in the worlds of brands, rewards and recognition programs, and other engagement services.
Panelists: Guy Achtzehn, President of The Marketing & Sales Group, Inc, and The Promotional BookStore; Woody Kaye, President, CEO at Corporate Values, Inc.; Branded Promotional Products; Brand Communication Solutions, Eric Pehrson, Promotional Problem Solver at Creative Studio Promotions.

Stakeholder Capitalism and Human Capital Think Tanks and Advocacy Groups


B-Lab
A not-for-profit that believes business can be a force for good.

Business Roundtable
The organization that drew attention to the concept of Stakeholder Capitalism when it changed its official charter of the corporation to address the needs of all stakeholders.
 
Conference Board
This thank tank whose members include executives at some of the world’s largest companies has working groups on Human Capital Management and ESG (Environmental, Social, Governance.)
 
Conscious Capitalism
A movement to promote capitalism as a force for good.

Council for Inclusive Capitalism
A movement of CEO leaders doing business in ways that lead to a more inclusive and sustainable economy.
 
Economics of Mutuality
Completing capitalism--transforming the economic system by creating a mutuality of benefits among all stakeholders
 
Enterprise Engagement Alliance
An outreach, education and media company that focuses specifically on how organizations of all types and sizes can benefit from the principles of Stakeholder Capitalism at a practical level through strategic and systematic implementation processes. 

Human Capital Investment and Reporting Council
A community of leaders in human resources, finance, and social investment to transform the way organizations measure, report on, analyze and invest in their people. 

Imperative 21

Imperative 21 says it is driving a reset from shareholder primacy to stakeholder capitalism, which creates shared wellbeing on a healthy planet. The stewards of the Imperative 21 network – include: B Lab (certifier of B Corporations), The B Team, Chief Executives for Corporate Purpose (CECP), Common Future, Conscious Capitalism, The Global Impact Investing Network (GIIN), JUST Capital, and Participant.
 
Just Capital
An outreach group that believes that business can and must be a greater force for good and that markets must be part of the solution.
 
Maturity Institute
This organization aims to help create more mature organizations and improve financial, human and environmental outcomes for all stakeholders.

World Economic Forum
Calling itself the international organization for public-private cooperation, it is the first organization to have used the term Stakeholder Capitalism going back to the organization's creation in 1971,
 

 

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Master the “S” of Environmental, Social, Governance (ESG), A.k.a. Stakeholder Capitalism

 

The Enterprise Engagement Alliance at TheEEA.org is the world’s first and only organization that focuses on outreach, certification and training, and advisory services to help organizations achieve their goals by fostering the proactive involvement of all stakeholders. This includes customers, employees, distribution and supply chain partners, and communities, or anyone connected to an organization’s success.

 

Training and Thought Leadership 

  • Founded in 2008, the Enterprise Engagement Alliance provides outreach, learning and certification in Enterprise Engagement, an implementation process for the “S” or Social of Stakeholder Capitalism and Human Capital Management and measurement of engagement across the organization.

  • The Enterprise Engagement Alliance provides a training and certification program for business leaders, practitioners, and solution providers, as well as executive briefings and human capital gap analyses for senior leaders.

  • The EEA produces an education program for CFOs for the CFO.University training program on Human Capital Management.

  • Join the EEA to become a leader in the implementation of the “S” of ESG and Stakeholder Capitalism. 

Engagement Digital Media and Marketplaces

Video Learning

The EEA Human Capital Management and ROI of Engagement YouTube channel features a growing library of 30- to 60-minute panel discussions with leading experts in all areas of engagement and total rewards.

 

Books

Enterprise Engagement Advisory Services 

The Engagement Agency helps:

  • Organizations of all types develop strategic Stakeholder Capitalism and Enterprise Engagement processes and human capital management and reporting strategies; conduct human capital gap analyses; design and implement strategic human capital management and reporting plans that address DEI (Diversity, Equity, and Inclusion), and assist with managed outsourcing of engagement products and services.

  • Human resources, sales and marketing solution providers profit from the emerging discipline of human capital management and ROI of engagement through training and marketing services.

  • Investors make sense of human capital reporting by public companies.

  • Buyers and sellers of companies in the engagement space or business owners or buyers who seek to account for human capital in their mergers and acquistions

Click here for complete information on Enterprise Engagement Alliance benefits and to join.  

For more information: Contact Bruce Bolger at Bolger@TheICEE.org or call 914-591-7600, ext. 230.


 
 

Committed to Stakeholder Capitalism
Enterprise Engagement Resources
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