EEA Zoom Show Channel, "Enterprise Engagement and Human Capital Essentials," Addresses What Management Needs to Know to Implement Stakeholder Capitalism
The virtual knowledge management center for the implementation of Stakeholder Capitalism through Enterprise Engagement and Human Capital Management and Measurement processes, the EEA "Essentials" series provides boards, CEOs, CFOs, and all levels of management strategic and tactical information on the implementation of a strategic and systematic approach to engagement across the enterprise. Click here for the Essentials in Enterprise Engagement and Human Capital YouTube channel featuring the latest library of shows or scroll down for more details on our growing library of shows. Shows consist of panel discussions with experts and are generally 30 to 60 minutes in length. Sponsored in part by the Brand Media Coalition.
The objective of these on-demand 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 steps CEOs should be taking now that can have a big impact on revenue, profitability and stakeholder experiences while saving money; 2) Prepare professionals at all levels for the new set of human capital management, metrics, and formal engagement skills required in the era of Stakeholder Capitalism and, 3) Educate professionals on the process needed to address all people from customers and employees to supply chain and distribution partners and communities in an integrated fashion.
Click here to learn more about Stakeholder Capitalism and here to learn how it is implemented through Enterprise Engagement practices.
EEA Zoom shows are available on the Enterprise Engagement Alliance's "Enterprise Engagement and Human Capital Essentials" Youtube channel.
- Zoom Show Library
- Engagement Solution Provider Profiles
- Rewards, Recognition, and Brand Media Profiles
Short Intro to the EEA "Essentials in Enterprise Engagement and Human Capital" Youtube Show. (6 minutes.) Click here.
EEA founder Bruce Bolger provides a quick overview of Stakeholder Capitalism and its implementation process through Enterprise Engagement and Human Capital Management, Measurement, and Reporting processes.
Stakeholder Capitalism, Human Capital Management
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.
Summary: Attention executives: the human capital mandate has arrived. A new focus on human capital management, measurement, and ROI of engagement strategies will be increasingly required of all organizations because of the clear impact on the bottom line and brand equity. Even before the SEC's new Human Capital disclosures became law for US pubic companies, the pressure was founding for organizations of all sizes to create greater wealth from their investments in people.
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.
Human Capital Management and Metrics and ROI of Engagement. (60 minutes.) Click here.
Human Capital Management, Metrics, and the Emerging Role of the CFO. (60 minutes.) Click here.
Why Human Capital Reporting Will Become Required and What That Means. (30 minutes.) Click here.
Learn about the forces contributing to the new push for human capital reporting by organizations of all all sizes and how this will affect management at all levels.
Here are key findings from experts in human capital management and reporting; ESG and Diversity, Equity, and Inclusion investing, and accounting.
- Human capital reporting will become required because of new Securities & Exchange Commission disclosure requirements, the new Stakeholder Capitalism metrics published by the World Economic Forum to support the Business Roundtable’s commitment to Stakeholder Capitalism, and by the concurrent pressures on businesses to disclose practices and metrics on diversity, equity, and inclusion.
- The accounting profession is increasingly addressing the failure to account for human capital in a way that will force organizations to tackle the issue one way or another.
- The trend will affect private companies and government because stakeholders will have similar expectations and larger companies will require disclosure of human capital and other sustainability factors in their requests for proposals or vendor selection policies.
- Because that which gets measured and reported usually gets focused on, management in all areas of business, marketing, sales, human resources, and operations, will have to address not only general human capital issues but diversity and inclusion in their business plans.
CEO Chat on Stakeholder Capitalism and Enterprise Engagement. (30 minutes.) Click here.
This half-hour show on CEO Chat TV covers the essentials of Stakeholder Capitalism and Enterprise Engagement.
EEA Certification Preparation: Introduction to Enterprise Engagement. (40 minutes.) Click here.
Short Introduction to the EEA Human Capital Management and ROI of Engagement Youtube channel. Click here.
Panelists: 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 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.
Advertising and Marketing in the Era of Authenticity. (60 minutes.) Click here.
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?”
Panelists: Matthew Della Croce; President Global and Corporate for Allison Partners; Satish Korde, a brand strategy consultant and formerly CEO of GTB, and Allan Steinmetz; CEO, 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.
Business Operating Systems – The Perfect Prescription for a Better Business? (60 minutes.) Click here.
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.
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.
Sales Engagement Essentials: The Generational Shift Has Arrived. (30 minutes.) Click here.
Companies spend large sums on rewards, recognition, and contests, but are they really achieving a bottom-line ROI? This session discusses why it’s time to bring a more scientific approach to sales engagement that focuses on addressing all the levers of engagement in a way that benefits the customers as well. This session, featuring panelists with decades of experience at the front-lines of sales engagement practices from multiple perspectives, finds that better human capital analytics and an increasing focus on building sustainable business relationships is pushing many sales organizations to rethink the way they engage their sales organizations.
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.
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.
Like all other aspects of human capital management, the decades-old innovation field is beginning to feel the positive impact of a greater focus on people in business. In this EEA Youtube show, three experts share what management needs to know to make effective decisions related to innovation strategies and implementation. With so much disruption in every field, organizations that fail to implement an organic innovation strategy put their businesses at risk, the panelists agree.
Enterprise Engagement Technology Essentials. Click here.
Channel Engagement Essentials: Walk in the Shoes of Your Distribution Partners. Click here.
Other insights include:
• Implement a strategic approach with a formal written plan and clear metrics that starts by understanding not only the distribution channel owners but the salespeople—what are their emotional drivers and what tools do they need to work more successfully on behalf.
• Measure performance based on key KPIs, such as: revenues, profits, costs per distributor; number/percentage of salespeople engaged in training, rewards, communications; participation in co-op marketing programs, etc.
• Align your activities—make sure that what you do to inspire, communication, inform, equip, and reward are aligned to promote the right behaviors and achieve the key goals.
• Use technology to streamline all the engagement touchpoints, track behaviors, and correlate with outcomes, such as sales, profits, training scores, emotional engagement, etc.
• Use data to drive decisions and segment as much as possible to address local or other more personalized needs.
• Engage your employees—distribution partners say they will pay more for reliable service and communication.
Panelists: Paul Donehue, President, Paul Charles & Associates; Steven Pulchalsky, Head of Sales and Marketing, The Gapp Group; Lincoln Smith, Chief Strategy Officer, HMI Performance Incentives.
Incentives, Rewards, Recognition, and Brand Media
BMC YouTube Show: Brand Fulfillment Essentials (40 minutes.) Click here.
Summary: Four experts in the corporate marketplace provide insights for anyone in management tasked with utilizing brands in any type of organization gifting or event; incentive, recognition, or loyalty program; or amenity program.
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.
Great insights on ROI-based sales incentive design and the power of brand story-telling. In a little more than 30 minutes, IRF and EEA Academic Advisor 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.
Effective Employee Engagement Tactics. (60 minutes.) Click here.
Summary: There is big news in the people management space. The Securities & Exchange Commission now requires US public companies to disclose their human capital practices and metrics, including how they recruit, develop, and retain employees and measure those activities, with year-to-year comparable metrics. This session will address the state of employee engagement measurement today and provide clear guidelines on how to design measurable human capital management and engagement strategies aligned to the organization's purpose and goals.
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.
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.
Motivational Event Update: Pandemic Spurs Big Changes in Group Travel. (30 minutes.) Click here.
The US demand for group motivational events is holding up surprisingly well, with programs already taking place this year, according to the panelists. The post-pandemic future looks like there will be an even greater focus on experiences, interaction, and creativity.
- The US motivational event business is picking up faster than the Canadian market, as the US market appears to be less risk adverse.
- A greater focus on ROI and clarity of purpose over the last decade has helped hold up demand for group incentive travel better than occurred after the onset of the great recession in 2008. That said, there remains a significant need to educate organizations on the financial value of these programs, as the programs based on supporting organizational goals, rather than thank you programs, have stood up the best.
- Many companies moved group incentive trips to individual programs during 2020 rather than canceling the programs altogether.
- Motivational events in the future will focus much more on flexibility, customization, personalization, and a reimaging of the conference experience to make it more interactive and focused on relationship building.
- The pandemic has reinforced the need to work with professional motivational event planners, as opposed to group-tour-oriented travel agents, because of the need for expertise in contract negotiations; creativity in site, venue, and experience selection; ability to manage hybrid live and virtual events, and other specific engagement tools.
Employee Engagement Essentials: It Starts at The Top. (30 minutes.) Click here.
This EEA Zoom show on Employee Engagement Essentials is designed to provide management at every level a time-efficient way to learn about effective practices in the design and implementation of employee engagement strategies.
- Organizations with high levels of employee engagement consistently outperform their competitors.
- Employee engagement since the pandemic has fallen to record lows.
- If the CEO is not leading the effort, success is unlikely.
- The key challenge with employee engagement assessment surveys is that there is rarely accountability for action.
- Employee engagement should be focused on the goals of the organization, and not engagement as an end.
- Organizational purpose and performance goals should drive engagement design, not satisfaction surveys.
- Today’s managers at all levels have to not only have the soft skills to coach, support, and identify opportunities and challenges, but understand the business of people: how the various engagement tactics work together.
- When selecting an engagement strategy or tactic, ask how it fits into the overall plan, aligns with other tactics, and can be aligned with others.
Individual Travel Essentials: Surge Expected in Individual Incentive Travel. Click here.
This Brand Media Coalition Youtube show featuring experts in individual incentive travel finds that while the pandemic halted travel over the last year, many companies replaced group travel with individual programs—a trend many expect to only accelerate as the pandemic recedes.
- When groups began canceling last year, many offered recipients vouchers for individual travel programs.
- Return on investment can easily be built into travel programs by basing the award on the level and value of the achievement.
- Now that more people are feeling comfortable about travel, point redemptions for individual travel in programs are beginning to pick up again.
- The desire for individual travel will surge as the pandemic recedes, not only because of pent-up demand but because Millennials especially prefer individual over group events, but because of the significantly reduced complexity and internal political considerations involved with individual travel over group events.
- As travel resumes, there will be more interest in off-the-beaten path destinations and unique and authentic cultural and other experiences.
- It is critical to work with experienced and established incentive travel vendors to ensure that recipients not only can access their individual awards when they wish but also that they receive the necessary customer support in case an issue arises. This is especially true for bucket-list types of experience, such as major tournaments or entertainment events.
- Look for vendors who can provide the support necessary to make the travel experience as seamless and comfortable as possible to reduce the stress involved with planning and logistics.
BMC YouTube Show: Interest Grows in the Storytelling Power of Brands. Click here.
Corporate buyers are showing increasing interest in the more careful and selective use of brands, but overall awareness of the corporate rewards and gifting market and the expertise involved remains low, according to the panelists on the Enterprise Engagement Alliance show, “The Power of Brands,” on the Brand Media playlist of the Enterprise Engagement Alliance’s Human Capital and Enterprise Engagement Youtube channel. Click here for the show.
- Painfully few corporate buyers know that there is a business and experts focused on the strategic use of brands to engage key people as part of ROI-based programs.
- Carefully selected brands create emotional connections that can endure for years or more and create brand ambassadors.
- Best advice for buyers considering using gifts is to: Establish clear objectives, qualitative, quantitative, or both; put yourselves in the shoes of the recipients in terms of selecting brands and offerings that show you know them and that reflect well on your own organization.
- Best advice for brands getting into the corporate market: Be patient, it takes time to get brands into programs and start seeing redemptions; provide effective information to tell your story and the demographics and psychographics of your customers.
- Customization and personalization of the reward experience is more important than ever, which can include tasteful decorating or imprinting, or personalized gift boxes or presentations.
Total Rewards 2.0: At the Convergence of Rewards, Recognition, and Benefits. (45 mins.) Click here.
- Most companies do not currently align their benefits and rewards and recognition programs as part of an overall employee engagement strategy, but that began to change even before the pandemic and has accelerated since then.
- Most companies have low levels of engagement in benefits programs, because even senior management are not aware of all the options. These programs and employee engagement can be greatly enhanced through a one-to-one conversation between an employee and a regular person representing human resources each month.
- Very few companies have any awareness of upcoming Securities & Exchange Commission human capital disclosure requirements that likely will include metrics on worker engagement and turnover; pay and benefits; turnover; health and safety, and diversity, including that of the board. These disclosure rules will also affect large private companies in their supply chains as well as private-equity financed companies.
- Companies that wait to address the workforce disclosure requirements risk significant embarrassment if they are not even yet aware of their current metrics and a plan to enhance them. Human resources management may be called in quite suddenly to address return-on-investment metrics of their various activities with little time for preparation or optimization of results.
- There are now a wide variety of benefits programs offering clear discounts on entertainment, amusement parks, restaurants, local businesses, travel, cars, health and wellness services, and much more that can provide more value than the typical raise in pay.
- Traditional recognition and incentive companies have not become involved with benefits because it’s not in their background but represents a significant and natural growth extension with clear ways to benefit their clients and their own companies.
BCAT Brand Alignment: A process and assessment platform for building a consensus around a brand or culture of an organization or team in order to achieve better results.
ProsperBridge: A financial wellness and progress service that companies can offer to help employees to better manage financial goals and challenges and get more out of their company's employee benefit programs.
CarltonOne: A leading supplier of Enterprise Engagement technology, employee engagement, gifting, and employee company stores to help organizations bring ESG (Environmental, Social, Governance) into practice.
Transcend Engagement: Provides a complete suite of employee engagement advisory services, performance management, and management-employee relationship management, along with an employee engagement platform.
Master the Principles of Enterprise Engagement to Achieve Organizational Goals and Enhance Your Career
- Profit from a new strategic and systematic approach to engagement to profit from the principles of Stakeholder Capitalism, enhance your organization’s brand equity; increase sales, productivity, quality, innovation, and safety, and reduce risks.
- Get trained to become a Chief Engagement Officer for your organization.
- Learn how to create Sustainability or Integrated Reports for Your Organization or Clients.
ESM at EnterpriseEngagement.org, an online trade publication founded in 2008 that features news, profiles, research, and more on the field of Enterprise Engagement, the implementation process for Stakeholder Engagement, and the EEXAdvisors.com buyer's guide and resource directory. This includes a comprehensive resource library on Stakeholder Capitalism, human capital management, measurement, and ROI of engagement.
RRN at RewardsRecognitionNetwork.com, an online trade publication founded in 1996 that features news, profiles, research and more on rewards, recognition, gifting and brand media, and the Brand Media Coalition, the only guide to the story-telling power of brands and where to source them for business, event, promotional gifting, and rewards and recognition. This features a comprehensive resource library on brand media, rewards, recognition, incentives, gifting and more.
The Enterprise Engagement Alliance Human Capital Management and ROI of Engagement Youtube channel featuring one-hour and 30-minute panel discussions with experts on multiple topics on Stakeholder Capitalism, Human Capital Management reporting and measurement, and engagement tactics.
This is the definitive implementation guide to Stakeholder Capitalism, written specifically to provide CEOs and their leadership teams a concise overview of the framework, economics, and implementation process of a CEO-led strategic and systematic approach to achieving success through people. (123 pages, $15.99)
The first and most comprehensive book on Enterprise Engagement and the new ISO 9001 and ISO 10018 quality people management standards. Includes 36 chapters detailing how to better integrate and align engagement efforts across the enterprise. (312 pages, $36.)
• The International Center for Enterprise Engagement at TheICEE.org, offering: ISO 10018 certification for employers, solution providers, and Enterprise Engagement technology platforms; Human Resources and Human Capital audits for organizations seeking to benchmark their practices and related Advisory services for the hospitality field.
• The Engagement Agency at EngagementAgency.net, offering: complete support services for employers, solution providers, and technology firms seeking to profit from formal human capital management, reporting, and ROI of engagement practices for themselves or their clients, including Brand Alignment audits for brands and Capability audits for solution providers to make sure their products and services are up to date.
• C-Suite Advisory Services—Education of boards, investors, and C-suite executives on the economics, framework, and implementation processes of Enterprise Engagement.
• Speakers Bureau—Select the right speaker on any aspect of engagement for your next event.
• Mergers and Acquisitions. The Engagement Agency’s Mergers and Acquisition group focuses on helping organizations focused on people sell to the right buyer and on assisting engagement solution providers seeking an exit or merger. Contact Michael Mazer in confidence if your company is potentially for sale at 303-320-3777.
Enterprise Engagement Benchmark Tools: The Enterprise Engagement Alliance offers three tools to help organizations profit from Engagement. Click here to access the tools.
• ROI of Engagement Calculator. Use this tool to determine the potential return-on-investment of an engagement strategy.
• EE Benchmark Indicator. Confidentially benchmark your organization’s Enterprise Engagement practices against organizations and best practices.
• Compare Your Company’s Level of Engagement. Quickly compare your organization’s level of engagement to those of others based on the same criteria as the EEA’s Engaged Company Stock Index.
• Gauge Your Personal Level of Engagement. This survey, donated by Horsepower, enables individuals to gauge their own personal levels of engagement.
For more information, contact Bruce Bolger at Bolger@TheICEE.org, 914-591-7600, ext. 230.