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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 Purpose Leadership and stakeholder management--enhancing returns for shareholders by creating value for customers, employees, supply chain and distribution partners, and communities. 

Enterprise Engagement Alliance Resources     
Stakeholder Capitalism
Research on Financial and Other Impact of Stakeholder Capitalism and Human Capital Reporting
Major Sources of Waste in Many Organizations
Human Capital Management and Reporting 
Information About Investors and Economic Pressures 
Stakeholder 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. Click here for a library of information on total rewards.

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.  

Linkedin for Bruce Bolger, EEA Founder:

EEA Linkedin: https://www.linkedin.com/groups/1926267
  
X: 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 discussing evergreen issues 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
EEA Stakeholder Capitalism Podcasts
Select programs specifically on Stakeholder Capitalism.

The Enterprise Engagement Alliance Learning and Certification Program
. EEA membership comes with a complete training program on stakeholder management and human capital metrics and reporting. The optional 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.

Library of EEA Stakeholder Engagement and Human Capital Management Training Videos
These six videos provide a comprehensive overview of the topics of Stakeholder Capitalism implementation and human capital management 

ISO 10018 Enterprise Engagement Technology Certification
The only ISO certification for Enterprise Engagement technology to support ISO 10018 People Engagement standards.

Paid corporate and individual membership in the Enterprise Engagement Alliance comes with the above two books as well as the following four booksStakeholder Capitalism below considered primary reading for those seeking to master the key principles and implementation tactics of Stakeholder Capitalism and an enterprise approach to engagement. Also included in Enterprise and Solution Provider membership are single-company licenses for the People Impact Value Calculator designed to help organizations better measure the value created by people and the processes used to engagement them. 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. 

Brand Engagement 360: A Roadmap for Implementation
A primer produced for the Association of National Advertisers by the Enterprise Engagement Alliance on how to design and implement a strategic approach to people engagement across the enterprise. It also includes a section on how brands and professional services companies can contribute to the $500 billion marketplace for engagement products and services.

Stakeholder Capitalism

Joe Hinrichs, CEO CSX, on Putting the Principles of Stakeholder Capitalism Into Practice
This EEA YouTube Purpose Leadership and Stakeholder Management show features a 30-minute interview on the practical implemention of stakeholder management principles and the role of purpose. 

Garry Ridge, Chairman Emeritus of WD-40 and Davin Salvagno on Purpose Leadership
This EEA YouTube show covers the practical application of Purpose Leadership and stakeholder management and the impact on results.

Charlie Malouf, CEO, Broad River Retail, a Leading Ashley Retail Distributor
This CEO wasn't always a Purpose Leader. This show tells how he found his way and what it has done for his organization. 

Purpose Leadership: A New Paradigm for 21st Century Leadership
This article provides a framework for Purpose Leadership and how it compares with traditional leadership. 

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. This article provides a framework for Purpose Leadership and how it compares with traditional leadership. 

Seeking an MBA in Stakeholder Capitalism Principles?
A profile of the University of Virginia Darden School of Business, the birthplace of stakeholder management theory.

Effective Practives: Stakeholder Management Implementation
A concise, practical step-by-step guide for implemenation a stakeholder approach to strategic management.

State of Stakeholder Capitalism 2024
A report on the state of the field following the Davos Conference of the World Economic Forum. 

Stakeholder Capitalism Metrics 2024
150 companies agree to the Stakeholder Capitalism disclosures of the World Economic Forum. 

Profile of a Purpose Leader: CSC CEO Joe Hinrichs
This article and EEA YouTube show highlights the principles and framework of stakeholder management. 

EEA YouTube September 2023 Update on Stakeholder Capitalism
Martin Whittaker, CEO of JUST Capital, the leading stakeholder authority, and R. Edward Freeman, Professor of Business Administration at the Darden School at the University of Virgina, discuss the state of the field in light of the anti-ESG backlash. 

Stakeholder Capitalism Cheat Sheet

Now that a US presidential candidate Vivek Ramaswamy has made the non-partisan Stakeholder Capitalism movement a political football, the Enterprise Engagement Alliance has published an FAQ for people seeking to get themselves up to date on what promises to be a widely discussed topic now that it has entered the political realm.

Is Your Organization Already on the Path to Stakeholder Capitalism?
Use this quick checklist to find out. 

Shareholder Versus Stakeholder Capitalism? Which Is Better for Business?
Use this quick checklist to determine which you feel to be better for business. 

Memo to CEOs: How to Stay Out of Politics
This article provides the template for a single policy statement organizations can issue if they wish to stay out of politics, social, or other external issues unrelated to their purpose, goals, and objectives. 

In His Own Words, Milton Friedman Was a Stakeholder Capitalist
Shareholder capitalists who try to hold Milton Friedman up as a supporter of their business model have conveniently overlooked key elements of his principles. 

2023 Mid-Year Report on the State of Stakeholder Capitalism
Despite headwinds in the US caused by a confusion over definitions, the movement continues to make progress. 

August 2023 Update on the Anti-ESG Movement
The anti-ESG movement is both helping to put the focus on value creation instead of greenwashing as well as potentially helping to thwart transparency. 

Stakeholder Capitalism Crosses Red-Blue State Divide
19 Republican,17 Democratic, and 1 Libertarian party governor have enshrined public benefits corporation statutes into the corporate laws of their states. 

How to Apply the Principles of Stakeholder Capitalism to Better Governance
This article demonstrates that stakeholder management principles can apply to government as well. 

Was Milton Friedman a Stakeholder Capitalist?
This author argues yes in a Fortune magazine article.

The Davos Manifesto

The first formal document known to article the principles of Stakeholder Capitalism, first published by the Switzerland-based World Economic Forum in 1973 under the direction of its founder Klaus Schwab.

EEA YouTube Show. The State of Stakeholder Capitalism With Edward Freeman, the “Father” of the Movement. (45 minutes.)  Click here
This is a frank conversation with the professor who's 1984 book Strategic Management: A Stakeholder Approach is the first known academic book on the subject.

New European Union Corporate Sustainabilty Reporting Directive Will Have Wide Impact
Some believe that this new law will accelerate the shift to Stakeholder Capitalism principles around the world. 

The Business Roundtable Redefinition of the Organization
Here is the precise text of the August 2019 pronouncement that created so much controversy.

Bart Houlahan, B Lab Co-Founder on the Stakeholder Capitalism Controversy
This ESM (Engagement Strategies Media) article and EEA YouTube show provide a perspective on Stakeholder Capitalism from someone involved in the field a decade or more before the Business Roundtable 2019 update of the corporate charter to address the interests of all stakeholders. 

Bank CEO on the Economics of Stakeholder Capitalism
This 2023 article in The Hill by Randell Leach, CEO of Beneficial State Bank in Oregon, explains why people opposed to Stakeholder Capitalism are actually anti-capitalist. 

Opinion: Stakeholder Capitalism Is a 40-Year-Old-Field--Partisans Have Hijacked it
Four leading professors who have dedicated their careers to the underlying business management and ethics of Stakeholder Capitalism argue that the field has been hijacked by people using it for partisan purposes who have no understanding of what it is.

Stakeholder Capitalism: Why Something We All Can Agree Upon Struggles to Break Through
This report demonstrates why a management approach that addresses many of the concerns of both liberals and conservatives has not caught on, despite the common interests.

Is Your Organization Based on Shareholder or Stakeholder Capitalism Principles
Use this checklist to quickly find out. 

An Overview of ISO (International Organization for Standardization) Annex SL Standards
The world's leading standards organization, recognizing the importance of a stakeholder approach, has baked a stakeholder approach into the framework of about 70 business practice standards, including ISO 9001 quality management standards followed by over 1 million companies worldwide. 

Stakeholder Management Professor Questions the Benefits of ESG Spotflight
A professor with 35 years of experience in Stakeholder Management looks at the positive and negative sides of the new spotlight on Stakeholder Capitalism. 

Use this quick checklist to determine if your organization is a Stakeholder Capitalism company. 

EEA YouTube Show. The Stakeholder Capitalism Controversy, With Corporate Governance Experts (One hour.) Click here
Former Delaware Chief Justice Leo E. Strine, Jr., an early proponent of Stakeholder Capitalism and Public Benefits Corporations and related statutes, joins Larry Beeferman, an independent consultant and Fellow on Work Life and Labor at the Harvard Law School, to address the current challenges to Stakeholder Capitalism coming from the left and the right.

A Model Example of Stakeholder Capitalism
This report uses ISO 30414 Human Capital and ISO 10018 People Engagement standards to create the model for a perfect example of a Stakeholder Capitalism based company based on a real example from the author's experience. 

Can Stakeholder Capitalism Save Capitalism? First We Must Define It
This article in Forbes published in 2020 provides a definition based on the field's nearly 30 years of history. 

Harvard Business School Legend Michael C. Jenson Renounces Shareholder Capitalism
He says: "Shareholder Capitalism is stupid. Stop it." 

Governance Expert Defines Stakeholder Capitalism and Its Implications
"If done right, Stakeholder Capitalism can benefit all the interests we care about while preserving our individual freedoms," says Leo E. Strine Jr., a former Delaware Supreme Court Justice.

Meta-Analytis of Stakeholder Engagement Academic Theory
A comprehensive review of academic research on all aspects of stakeholder engagement theory by professors in Europe. 

Summary of Academic Books on Research
A separate overview of research and books on Stakeholder Management going back to 1984. 

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 ofStakeholder capitalism 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.

Was Milton Friedman an Early Stakeholder Capitalist?
The author of this Fortune magazine article thinks so.

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.

Ten Big Fallacies About Stakeholder Capitalism
No, it was not created by the Business Roundtable. It has nothing to do with "Woke" or fig leaf capitalism, and it's a field that dates back nearly 40 years, long before Environmental, Social, Governance (ESG) was even a name.

Stakeholder Capitalism is a 40-Year-Old Field: Partisans Have Hijacked it
Professors who helped create the underlying theory for Stakeholder Capitalism reflect on the impact of recent publicity.

Stakeholder Capitalism Professor Questions the Benefits of ESG Spotlight
The new spotlight on ESG is both good and bad. 

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.

Does the Stakeholder Capitalism Movement Create the Environment for Union and Management Reset?
Two labor experts discuss the potential for labor and management cooperation and how unions can add value. 

How Labor and Management Can Create Value Through Cooperation
Four professors at a new program at the Brandeis University Heller School for Soclal Policy and Management discuss how labor and management can begin to move toward greater cooperation. 

Brand Engagement 360: A Roadmap for Implementation
A primer produced by the Enterprise Engagement Alliance on how to design and implement a strategic approach to people engagement across the enterprise.

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.


Research on Financial and Other Impact of Stakeholder Capitalism and Human Capital Reporting


To Enhance Performance, Employee Happiness Isn’t Enough: Engagement Requires a System, Not Bells and Whistles
This August 2022 report from Gallup research legend Jim Harter offers actionable wisdom probably overlooked at 80% or more of organizations on the true costs of poor quality and productivity. This report spells out the costs in specific terms and offers a system for addressing the engagement challenge. Hint: it's not a bright shiny object.

New Study Outlines Benefits and Roadmap for Stakeholder Value Creation
The Said Business School  at Oxford University identfies the connection between value creation strategies and performance.

Research Documents Connection between Customer Engagement and Employee Experience
This report was published recently in the Harvard Business Review demonstrating what the authors feel is a surprising connection. 

Best Companies in JUST Capital Portfolio Consistently Outperform Their Competitors
The JUST Overall Weighted Score takes into account the 20 core Issues identified through our survey research as top priorities for just business – including paying a living wage, supplying locally, and acting ethically, has outperformed the Russell 1000 by 13.7% as of Dec. 31, 2023 since its inception since November 2016.  

Barron’s List of Most Sustainable Companies Outperforms S&P by Nearly 30% in 2021
In the fifth annual Barron’s ranking of America’s Most Sustainable Companies, shares of the 100 companies on its list a 34.4%, on average, in 2021, besting the S&P 500 index’s 28.7%. Overall, 47 of the companies beat the index. The list of companies in these rankings have consistently outperformed the S&P 500, 

28 Year Study of Stock Returns of Companies That Are Great Places to Work
This study by Alex Edmans, Professor of Finance at the London Business School of the stock market results of Great Places to Work companies over 28 years finds a clear connection between stock performance and employee satisfaction.
 
The Enterprise Engagement Alliance Engaged Company Stock Index
The Engaged Company portfolio outperformed the S&P 500 (including dividends) by 37.1 percentage points between Oct. 1, 2012 and June 1, 2018, when the study was halted based on its consistent results. The Good Company portfolio created by McBassi Inc., an analytics firm, included 47 companies with combined high scores as employers, sellers, and stewards of the community and environment. The composition of the portfolio was periodically updated (for the last time on Jan. 31, 2017), based on updated data from the Good Company Index, before completion of the study.
 
Gallup Study: The $7.8 Billion Worldwide Cost of Low Engagement
Employees who are not engaged or who are actively disengaged cost the world $7.8 trillion in lost productivity, according to this Gallup's “State of the Global Workplace: 2022 Report”. That's equal to 11% of global GDP, according to the authors. In 2021, 21% of the world's employees were engaged at work. Although this is an increase of one percentage point from 2020, we have still not returned to our peak of 22% recorded in 2019.
 
The Value of Employee Satisfaction in Disastrous Times: Evidence from COVID-19
Further support for the impact of employee satisfaction and financial returns icomes from professors in China in a recently published study by Chenyu Shan and Dragon Yongjun Tang, (March 30, 2022).  It finds that “employee treatment is an important but challenging element of corporate environmental, social, and governance (ESG) policies. Satisfying employee needs can increase corporate productivity but is also costly to shareholders. Using unique data for Chinese publicly listed firms, we show that having satisfied employees is valuable to the firm. Specifically, firms with higher employee satisfaction scores withstand COVID-19 better, in terms of stock market performance, an effect that appears to occur in non-pandemic periods.

Case Study: Publix 
Professor Jeff Harrison of the Robins School of Business at the University or Richmond in Virginia analyzes the business practices of Publix supermarkets., considered an exemplary example of an organization that harmonizes the interests of employees and customers. 
 
Putting the Service Profit Chain to Work
The service-profit chain establishes relationships between profitability, customer loyalty, and employee satisfaction, loyalty, and productivity. The links in the chain (which should be regarded as propositions) are as follows:
*Profit and growth are stimulated primarily by customer loyalty.
*Loyalty is a direct result of customer satisfaction.
*Satisfaction is largely influenced by the value of services provided to customers.
*Value is created by satisfied, loyal, and productive employees.
*Employee satisfaction, in turn, results primarily from high-quality support services and policies that enable employees to deliver results to customers." The article is authored by Harvard Business School Professors James L. Heskett, Thomas O. Jones, Gary W. Loveman, W. Earl Sasser, Jr., and Leonard A. Schlesinger.
 
The Surprising Economics of a People Business
This 2005 article in Harvard Business Review by Rainer Strack, Managing Partner Emeritus at the Boston Consulting Group, and Felix Barber, also a former Boston Consulting Group managing partner, makes the case for managing and measuring people as an asset rather than a sunk cost. They recommend replacing traditional metrics “with financially rigorous people-oriented metrics—for example, a reformulation of a conventional calculation of economic profit, such as EVA, so that you gauge people, rather than capital, productivity.” EVA (Economic Value Added), attempts to measure a firm's true economic profit after deducting an average cost-of-capital interest charge on the net assets used in the business, according to an article in the Harvard Law School Forum on Corporate Governance.
 
They continue, “Once you have assessed the business’s true performance, you need to enhance it operationally (be aware that relatively small changes in productivity can have a major impact on shareholder returns); reward it appropriately (push performance-related variable compensation schemes down into the organization); and price it advantageously (because economies of scale and experience tend to be less significant in people businesses, price products or services in ways that capture a share of the additional value created for customers).”
 
Manage Your Human Sigma
This study authored by former Gallup executives John H. Fleming, Curt Coffman, and James Harter, published in the Harvard Business Review, finds a direct causal connection between employee and customer engagement and financial results.

The Impact of Corporate Social Responsibility on Firm Value: The Role of Customer Awareness
This academic study published in 2013 finds that Corporate Social Responsibility activites can have a positive impact on organizational performance but generally only in cases in which the company already has high levels of brand awareness. 

Journal of Financial Economics Study: The Overlooked Financial Impact of Culture
Survey find that most CEOs know that culture creates value, but few understand how to make it happen. The professors have an answer: it takes a system.

Linking Organizational Characteristics to Employee Attitudes and Behavior –
A Look at the Downstream Effects on Market Response & Financial Performance

A study conducted in 2005 by the Forum for People Performance Management and Measurement at the Medill School of Journalism, Media, and Marketing Communications at Northwestern University showing a direct link between employee and customer engagement and performance. 

Major Sources of Waste at Many Organizations


To better understand the state of efficiency in many areas of stakeholder management, the EEA held a series of YouTube shows with leaders in marketing, human resources, and customer service. Their candid and authentic responses are eye-opening: organizations waste huge sums on practices in marketing, customer service, and human resources with the wrong measures and little to no meaningful return-on-investment measures or continuous improvement processes. The waste involved is by no means petty. Human resources, marketing, and customer service represent a significant percentage of the typical organization's expenses. These EEA shows were produced in fall 2023. 

CX Experts: Service Will Get Worse Before It Gets Better
Four experts in customer experience, each with decades of practice, believe that customer service has reached all-time lows while prescribing practical solutions on how to improve it.

Dave Ulrich on the State of Strategic Human Resources Management
About 20% of large companies are on the path to a more strategic and systematic approach to stakeholder management, 60% are receptive, and about 20% will always prefer the short-term approach of profit generation, says one of the world's most recognized authorities on human resources management. 

Marketing Is Generally Broken But Can Be Fixed
The panelists agree that marketing is fundamentally broken but there is a clear framework for success that has existed for decades. Their conclusion: organizations waste vast sums on marketing that doesn't work measured by the wrong metrics. 

EEA Show Explores Negotiating Labor Agreements in Era of Stakeholder Capitalism
This interview with four experts in labor-management relationships highlights the enormous cost of the current adversarial model between labor and management and what can be done about it. 

EEA YouTube Show--The Overlooked Art and Science of Job Design
This session with job design experts focuses on the nitty-gritty elements that have significant impact on engagement: the tasks and autonomy given to people. The expert panelists are Thomas Bertels, Founder and Principle of Purpose Works Consulting LLC, and Ellen G. Frank-Miller, PhD, Founder and CEO of WORC (Workforce & Organizational Research Center). This show highlights another serious source of waste: poorly designed jobs that foster low engagement, productivity, and high turnover. 

Human Capital Management and Reporting


New European Union Corporate Sustainabilty Reporting Directive Will Have Wide Impact
This article and link to a video show with an ESG attorney and human capital expert detail the significant impact on companies that do business in the European Union or with EU companies with more than 250 employees. 

A 30-Minute EEA YouTube Video Demonstrating the People Value Impact Calculator
This demo explains the basis for and actual application of a quick and easy way for organizations to quickly track the source of value creation through people; identify waste and disparities; measure the long-term impact of people initiatives, and much more. 

EEA YouTube Show Provides an Overview of the Environmental, Stakeholder, and Governance Aspects of the EU CSRD Law
Stephan Grunwald, Senior Partner and founding member of Germany-based 4C GROUP; Dr. Heiko Mauterer, Senior Partner of 4C GROUP; Bruce Bolger, Founder of the New York-based Enterprise Engagement Alliance, and Zahid Mubarik, Founder of Pakistan-based HR Metrics provide an overview of the environmental, stakeholder and governance framework of the new EU Corporate Sustainability Reporting Directive.

EEA YouTube Show Panelists Predict in October 2023 That SEC Will Act on More Human Capital Disclosures 
Four international experts provide an update on the state of awareness and action on the new European Union Corporate Sustainability Reporting Directive. 

Dave Ulrich on the State of Strategic Human Resources Management
Ulrich returns to the EEA YouTube show program in November 2023 for an update on his mission as more people in the human resources profession begin to talk about value creation and operating systems.

Wall Street Journal, Management Consulting, and Legal Coverage of the EU CSRD as of Spring 2023
Here is what the Wall Street Journal reported in April and attorneys and management consulting are telling their clients.

Executive Brief: How to Create a World-Class Corporate Sustainability Report for Your Organization
This detailed report provides a roadmap for creating a Corporate Sustainability Report aligned with the new European Union Corporate Sustainability Directive.

EEA Show Explores Negotiating Labor Agreements in the Time of Stakeholder Capitalism
This topic was recently discussed in an EEA YouTube Show, “Unions in the Emerging Era of Stakeholder Capitalism,” featuring Thomas Kochan, George Maverick Bunker Professor Emeritus of Management at the Sloane School of Management at MIT and Larry Beeferman, Independent Consultant and Fellow at the Harvard Law School Center for Labor and a Just Economy.

Few Signs Yet of Stakeholder Management, Reporting Leadership From Consulting Firms

An analysis of the web sites of 13 of the leading management consulting and corporate communications firms finds that nearly half have discussed the issue with clients but fewer signs of the creation of formal practices to assist with corporate sustainability reporting.

2023 Survey Finds 70% of Companies Ill Prepared for ESG Reporting
The results find widespread admissions of greenwashing.

Glassdoor Study Finds High Levels of Greenwashing
This study of how employees feel about their organizations' ESG practices suggests there's much more talk than action. 

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.

Overview of the new European Union Corporate Sustainability Reporting Directive
The European Union has issued new corporate sustainability reporting requirements that include details on practices and metrics on engagement with customers; employees and employees of supply chain and distribution partners, and the environment.

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

Who Says You Can't Manage the ROI of Employee Engagement Processes?
This report from the American Productivity & Quality Institute demonstrates how total quality management systems can be applied to people engagement in a highly measurable manner.

The ROI Institute 
This organization has created a highly effective method for evaluating the return on investment of almost any type of endeavor in both qualitative and quantitative ways.

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
Svetlana Goryushkinia, CHRO, JetRuby; David Simmonds Chairman, HCM Metrics, Freeman-Guild of HR Professionals in the United Kingdom.
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.

EEA YouTube Show. Profile of JetRuby ISO 30414 Human Capital Reporting Process. (35 minutes.) Click here.
Panelists: Svetlana Goryushkinia, CHRO, JetRuby; David Simmonds, Chairman, HCM Metrics, Freeman-Guild of HR Professionals in the United Kingdom.

EEA YouTube Show. Profile of Allianz and Infineon ISO 30414 Certification Process. (45 minutes.) Click here.
Panelists: Ingo Kohrmeyer, Global Head of HR Services and People Operations for Infineon Technologies AG, a German semiconductor manufacturer founded in 1999, and Jochen Fehringer, Head of HR Analytics for Allianz, a leading multinational financial services firm based in Munich, joined Dr. Heiko Mauterer of 4C Group Management Consulting, a leading ISO 30414 certification company in Germany.

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.

EEA YouTube Show. The ROI on Individuals From a Financial Perspective. Click here for a recording and summary of this session.
This session is part of the formal Enterprise Engagement curriculum and certification program that is included in the test for certification. 
Speaker. Dave Bookbinder, Managing Director, B. Riley Financial, and author of The New ROI: Return on Individuals.
Guest Panelists. Amy Armitage, Founder and Co-Chair, Human Capital Investment and Reporting Council, and Laura Queen, Founder and CEO, 29 Bison, and author of People Economics: Defining and Measuring the True Value of Human Capital.
 
EEA YouTube Show. The Tactics of Enterprise Engagement. Click here for a recording and summary of the session.
This formal part of the EEA Enterprise Engagement curriculum kicks off with a panel discussion with various experts.
Guest panelists. Dr. Heiko Mauterer, Board Member, Four C Group Management Consultancy, an HR advisory firm and ISO 30414 certification company; Jervis DiCicco, Founder, CEO, ProsperBridge, a HR support and benefits company; Darwin Hanson, Founder, CEO, Talent Management Evolution, a talent management and human capital technology firm.
 
EEA YouTube Show. Metrics and Return on Investment. Click here for the summary and to view. This program is a formal part of the EEA curriculum and certification program with an introductory guest panel discussion. 
Guest panelists.  Allan Schweyer, Senior Research Consultant, Center for Human Capital Innovation, and Chief Research Advisor and Todd Hanson, President, Catalyst Performance Group, on return-on-investment measures. 
 
EEA YouTube Show. Case Studies. Click herfor a recording and summary of the program.
"Treat Your Salespeople Like Volunteers" is the mantra of veteran sales training executive Richard (Rick) Beers of Sunovion, a Japanese leader in treatments for central nervous system pharmaceuticals. He and Todd Hanson, CRP, CPIM of Catalyst Performance Group, Inc., a specialist in ROI of engagement processes, kick off Class Six of the Enterprise Engagement Alliance live and recorded training program on stakeholder management implementation by sharing Sunovion’s holistic yet highly measurable approach to engaging and equipping salespeople through training.

EEA YouTube Show. Human Capital Management and Reporting, Click here for a summary and to view.
Speakers:  Dr. Solange Charas, Founder and CEO of HCMoneyball and Adjunct Professor on Human Capital Management, Columbia University, New York  University, and University of Southern California, and co-author of Humanizing Human Capital: Invest in Your People for Optimal Business Results, with Stela Lupushor, Chief-Reframer, Reframe.Work Inc. and co-author of the book.
Summary. This session takes attendees through the transition from looking at people as a sunk cost to a source of value creation. 

EEA YouTube Show. How to Educate the C-Suite on the Importance of Human Capital Management, Metrics, and Engagement(60 minutes.) Click here.
 

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
 

Stakeholder Management Tools

 
EEA Ratings Framework for Human Capital Reporting Based on ISO Standards 30414 and EEA 10018

Example of a Stakeholder Management Analysis for a Merger or Acquisition

This article and slide show provides a template for identifying risks and opportunities with employees and customers in a merger or acquisitoin.  

A 30-Minute EEA YouTube Video Demonstrating the People Value Impact Calculator
This demo explains the basis for and actual application of a quick and easy way for organizations to quickly track the source of value creation through people; identify waste and disparities; measure the long-term impact of people initiatives, and much more. 

Free Cost of Turnover Calculator from HCMoneyball
 
Free Global Reporting Initiative Sustainability Report Database
 
Free CSR Hub Global Ratings Service for ESG

US Tax Regulations for Employee Appreciation, Length of Service, and Safety Awards
The US enables companies to provide an average of $400 per employee or up to $1,600 for a top award as long as the rewards are in the form of tangible merchandise or a catalog; are part of formal programs that do not discriminate in favor of high earners, and are clearly distinguished from compensation.

Enterprise Engagement Technology 
This article describes a new category of technology designed to align and integrate engagement processes across the enterprise.
 

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 10018 People Engagement 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
 
EEA YouTube Show. Profile of JetRuby ISO 30414 Human Capital Reporting Process. (35 minutes.) Click here.
Panelists: Svetlana Goryushkinia, CHRO, JetRuby; David Simmonds, Chairman, HCM Metrics, Freeman-Guild of HR Professionals in the United Kingdom.

EEA YouTube Show. Profile of Allianz and Infineon ISO 30414 Certification Process. (45 minutes.) Click here.
Panelists: Ingo Kohrmeyer, Global Head of HR Services and People Operations for Infineon Technologies AG, a German semiconductor manufacturer founded in 1999, and Jochen Fehringer, Head of HR Analytics for Allianz, a leading multinational financial services firm based in Munich, joined Dr. Heiko Mauterer of 4C Group Management Consulting, a leading ISO 30414 certification company in Germany.

Enterprise Engagement

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

Definition of Enterprise Engagement
This is the Wikipedia definition.

Brand Engagement 360: A Roadmap for Implementation
A primer produced by the Enterprise Engagement Alliance on how to design and implement a strategic approach to people engagement across the enterprise.

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 

Effective Practives: Stakeholder Management Implementation
A concise, practical step-by-step guide for implemenation a stakeholder approach to strategic management.

Brand Engagement 360: A Roadmap for Implementation

A primer produced by the Enterprise Engagement Alliance on how to design and implement a strategic approach to people engagement across the enterprise.

A 30-Minute EEA YouTube Video Demonstrating the People Value Impact Calculator
This demo explains the basis for and actual application of a quick and easy way for organizations to quickly track the source of value creation through people; identify waste and disparities; measure the long-term impact of people initiatives, and much more. 

General Management 

Memo to CEOs: How to Stay Out of Politics, Religion, and Social Issues

Organizations wishing to create a welcoming community for all stakeholders of good faith can issue a one-time statement explaining their policies on speaking out on politics, religion, and social issues so the everyone knows on what basis it will or will not issue statements beyond the purpose, goals, objectives, and values of the organization. 

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.

Effective Practices: How Stakeholder Capitalism Would Address the UAW-Management Relationship
A stakeholder approach is probably a much more effective way to establish compensation practices than through a strike. 

Does the Stakeholder Capitalism Movement Create the Environment for Union and Management Reset?
Two labor experts discuss the potential for labor and management cooperation and how unions can add value. “Unions in the Emerging Era of Stakeholder Capitalism,” featuring Thomas Kochan, George Maverick Bunker Professor Emeritus of Management at the Sloane School of Management at MIT and Larry Beeferman, Independent Consultant and Fellow at the Harvard Law School Center for Labor and a Just Economy.

EEA Show Explores Negotiating Labor Agreements in the Emerging Era of Stakeholder Capitalism
Four faculty at the Heller School of Social of Social Policy and Management and Brandeis University discuss whether labor and management can find a new way to cooperate for the betterment over the enterprise. “Unions in the Emerging Era of Stakeholder Capitalism,” featuring Thomas Kochan, George Maverick Bunker Professor Emeritus of Management at the Sloane School of Management at MIT and Larry Beeferman, Independent Consultant and Fellow at the Harvard Law School Center for Labor and a Just Economy. 

Insight: There Is No Need to Wait for Standards for Every Organization to Take Action on AI 
This report provides a realistic assessment of the impact of AI on business as well as an outline for an AI disclosure almost every organization needs to place on its web site. 

The Master Measurement Model of Employee Performance
Still the definitive guide to create a measurable engagement process.

EEA YouTube Show--The Overlooked Art and Science of Job Design
This session with job design experts focuses on the nitty-gritty elements that have significant impact on engagement: the tasks and autonomy given to people. The expert panelists are Thomas Bertels, Founder and Principle of Purpose Works Consulting LLC, and Ellen G. Frank-Miller, PhD, Founder and CEO of WORC (Workforce & Organizational Research Center).

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. 

Effective Practices: Creating a Request for Proposal

How to create a request for proposal to attract the best solution providers. 

Communications

Marketing in the New Era of Transparency

This article provides an overview of the impact of the new EU Corporate Sustainability Reporting Directive on marketing practices. 

Take This Quick Test to Find Out if Your Permission Marketing Is Up to Date
Now that third-party cookies are going away, marketers will need to find new ways to gain permission.

How to Increase Your Sales and Profits Through Effective B to B Content Marketing
An article and video show with permission-marketing expert Rachel Cogar.

The Implications of the End of Third Party Cookies in Marketing
This article exams the potential impact of losing the use of third-party cookies for marketing. 

Insight: Are You or Your Company a "Me" Brand or a "You" Brand
Some brands and people prefer to put the spotlight on themselves; others prefer to put the spotlight on stakeholders. Both can work: which approach do you prefer?

EEA YouTube Show: EEA YouTube Show: Marketing Is Generally Broken But Can Be Fixed
This Enterprise Engagement Alliance YouTube show features: Rachel Cogar Yeakley, Founder and CEO of North Carolina-based RCY Labs; Eric Holtzclaw, Founder and CEO of Liger, in Georgia; Bret Starr, Founder and CEO of the Starr Conspiracy in Texas, and the program host Bruce Bolger, Founder and CEO of the New York-based Enterprise Engagement Alliance,

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.

EEA Brand Media Coalition YouTube Show: Reimagining Incentive Travel and Meetings in the Post-Covid Era 
Four experienced face-to-face event planners and a research analyst discuss how formats may or may not be changing after the pandemic.

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. 

Incentives, Rewards, Recognition, and Brand Media

The Master Measurement Model of Employee Performance
Still the definitive guide to create a measurable engagement process.

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.


 


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