Live Long and Prosper: CEP Leadership Skills Learned from Nerd Fiction

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Sci-fi and fantasy fiction have always been a way for authors to explore familiar concepts in unfamiliar ways. Join our panel, which includes Joseph Purdy of Solium, John Hammond of Bendystraw and Ben Needham of Mindbody, for a unique look at what our favorite characters can teach us about leadership within the world and practices of equity compensation. Channel your inner Jedi or join the crew of the Starship Enterprise as we navigate our way through Middle Earth and see examples of different leadership styles, results and other considerations for effective leadership as a CEP in today’s business environment.

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Live Long and Prosper: CEP Leadership Skills Learned from Nerd Fiction

  1. 1. Live Long and Prosper: CEP Leadership Skills Learned from Nerd Fiction Joe Purdy, CEP, Product & Services Consultant - Solium John Hammond, CEP, Founder - bendystraw LLC Ben Needham, CEP, Sr. Equity Administrator - MindBody The 8th Annual New England NASPP Regional Conference co-hosted by the Boston and Connecticut NASPP Chapters July 13th, 2016
  2. 2. CPE Credits… Live Long and Prosper: CEP Leadership Skills Learned from Nerd Fiction 2  Continuing Professional Education (CPE) Credits are Available!  You will receive one (1) CPE credit after attending this session  You must attend the entire session to be eligible  In order to earn the available credit(s) for this session, you must see the room monitor at the end of the session to receive your stamp to be officially signed out.  Electronic certificates will be emailed to you a few weeks after the conference with the cumulative number of credits earned. The National Association of Stock Plan Professionals (NASPP) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Web site: www.nasba.org
  3. 3. Agenda  Setting the stage  A review of leadership skills and the “people” who taught us best  Game time: “What would an effective leader do?”  From theory to practice  Q&A Live Long and Prosper: CEP Leadership Skills Learned from Nerd Fiction
  4. 4. Disclaimer  Names and images from various television shows and motion pictures are used throughout this presentation.  We are using them under the fair use provision of copyright law.  All rights are retained by initial owners. Live Long and Prosper: CEP Leadership Skills Learned from Nerd Fiction 4
  5. 5. Setting the Stage  Fiction has always been a way for authors to explore familiar concepts in unfamiliar ways.  This genre, in its many forms, has always featured lots of different characters with different perspectives and experiences, and can give viewers a new way of looking at a common experience. Live Long and Prosper: CEP Leadership Skills Learned from Nerd Fiction 5
  6. 6. Setting the Stage  Whether or not you've ever watched any of these shows doesn't matter: the following leadership concepts are still relevant to you as an equity professional in 2016. And that's the beauty of the genre. Live Long and Prosper: CEP Leadership Skills Learned from Nerd Fiction
  7. 7. Before We Make the Jump To Hyperspace  Think about some of the situations in the workplace that have been causing you stress.  Keep those in your mind as we go through these examples, and think about how you can demonstrate some of these characteristics.  Questions are always welcome! Live Long and Prosper: CEP Leadership Skills Learned from Nerd Fiction 7
  8. 8. Skill #1: Inspires and motivates others Live Long and Prosper: CEP Leadership Skills Learned from Nerd Fiction
  9. 9.  Maybe the tactics aren’t HR friendly…but analogies are very effective and they’re not human  Not just senior level people can motivate – junior level can motivate and inspire  Think Luke  Enthusiasm is very contagious  Whether you are on the team or lead the team – how you approach work and projects is critical  Next level up – motivating people who are not a match  Skillset, personality  Side note from clip – office politics and family conflicts Skill #1: Inspires and motivates others Live Long and Prosper: CEP Leadership Skills Learned from Nerd Fiction
  10. 10. Skill #2: Displays high integrity and honesty Live Long and Prosper: CEP Leadership Skills Learned from Nerd Fiction
  11. 11.  Honesty may be seen as transparency and openness- your willingness to communicate what you’re thinking or feeling, even when it is uncomfortable or unpopular. Honesty may also be seen as keeping your word, following through on promises, and delivering on time.  Integrity is often equated with courage- courage to speak up when your point of view is at odds with a manager’s. Integrity may also be interpreted as work ethic- in early, staying late to get the right things done for the company.  Honesty and Integrity helps to build trust. Trust may be gained as you’re seen to act in the best interest of the team or organization rather than promoting self. Skill #2: Displays high integrity and honesty Live Long and Prosper: CEP Leadership Skills Learned from Nerd Fiction
  12. 12. Skill #3: Solves problems and analyzes issues Live Long and Prosper: CEP Leadership Skills Learned from Nerd Fiction
  13. 13.  HR frowns on the Jedi mind trick  One of the top reasons to get the CEP – being able to analyze and navigate issues outside your wheelhouse  One of top benefits to having a CEP (or 2 or 10) in your company is to effectively analyze multi-disciplinary issues  Other is communication – speaking finance to the finance guy, etc.  You lead by tackling these problems, not hiding from them  And since you made it past honesty and integrity, ignoring isn’t an option Skill #3: Solves problems and analyzes issues Live Long and Prosper: CEP Leadership Skills Learned from Nerd Fiction
  14. 14. Skill #4: Drives for results Live Long and Prosper: CEP Leadership Skills Learned from Nerd Fiction
  15. 15.  Short fight scenes…  Use simplicity in communication to bring action  Different ‘cultures’ – different requirements  Activity can be misleading – results are all that matters  Another tip – forget the past Skill #4: Drives for results Live Long and Prosper: CEP Leadership Skills Learned from Nerd Fiction
  16. 16. Skill #5: Communicates powerfully and prolifically Live Long and Prosper: CEP Leadership Skills Learned from Nerd Fiction
  17. 17.  Ultimate ‘drives for results’ quote  Do we think too much about effort – what we tried – versus what we did?  It was so powerful, I really just want to talk about the quote  Communication is critical for leading – it isn’t long or short, simple or complex – it is ‘whatever is necessary’  Written, spoken  Body language, attire, hygiene, how you eat, how you drink  Knowledge leads to confidence in communication  Women vs. men Skill #5: Communicates powerfully and prolifically Live Long and Prosper: CEP Leadership Skills Learned from Nerd Fiction
  18. 18. Skill #6: Builds relationships Live Long and Prosper: CEP Leadership Skills Learned from Nerd Fiction
  19. 19.  There are several characteristics that make up good, healthy working relationships:  Trust - When you trust your team, you form a powerful bond that helps you to be more effective  Mutual Respect - When you respect the people you work with, you value their input and they value yours  Mindfulness - Take responsibility for your words and actions  Welcoming Diversity - Consider opinions and approaches that differ from yours  Open Communication - The better and more effectively you communicate, the richer your relationships will be!  Make friends with Payroll, IT, Legal, Finance and your vendor… it will pay dividends in the long run! Skill #6: Builds relationships Live Long and Prosper: CEP Leadership Skills Learned from Nerd Fiction
  20. 20. Skill #7: Displays technical or professional expertise Live Long and Prosper: CEP Leadership Skills Learned from Nerd Fiction
  21. 21.  Don’t keep your knowledge locked away  Question your superiors and staff – do it effectively and you will impress them  Most people wield knowledge ineffectively  Also - don’t fear being wrong  Being wrong in the ‘asking/learning’ phase is what it’s all about  Being wrong in the ‘we did that without thinking’ phase is bad  You have to know a lot to know what you don’t know  The more you know – the easier it is to synthesize new information Skill #7: Displays technical or professional expertise Live Long and Prosper: CEP Leadership Skills Learned from Nerd Fiction
  22. 22. Skill #8: Displays a strategic perspective Live Long and Prosper: CEP Leadership Skills Learned from Nerd Fiction
  23. 23. Skill #8: Displays a strategic perspective  Critical in plan administration -  ‘Risk thresholds’ are very real.  Vendor selections aren’t always ‘let’s let the administrator pick her favorite.’  Plan designs aren’t ‘what is easiest to administrator.’  Headcount and resources aren’t ‘whatever you need so you can truly enjoy your time off.’  Living with what you get isn’t enough – excelling at it first is needed to become a change agent Live Long and Prosper: CEP Leadership Skills Learned from Nerd Fiction
  24. 24. Skill #9: Develops others Live Long and Prosper: CEP Leadership Skills Learned from Nerd Fiction
  25. 25.  Leadership is about developing others!  Giving someone a fish and you feed them for a day; teaching someone to fish and you feed them for a lifetime! The more SME’s you have around you, the less you’ll struggle in the long term.  Spending time and dollars on education pays dividends  Attend NASPP/GEO/CEPi Events  Earn your CEP Designation and Become a CEPi Volunteer  Read important publications (e.g., CEPi GPS Guides)  Create a culture of development:  Act as a role model  Reinforce the value of learning  Build sustainable processes to support development  Reinforce shared values Skill #9: Develops others Live Long and Prosper: CEP Leadership Skills Learned from Nerd Fiction
  26. 26. Skill #10: Innovates Live Long and Prosper: CEP Leadership Skills Learned from Nerd Fiction
  27. 27.  Administrators must innovate  “My company won’t ever…”  “My finance group won’t ever…”  If companies are slow in moving forward, be the solution not the enabler  If you have done 1-9 well, 10 is easy  Embrace technology, embrace education, embrace communication Skill #10: Innovates Live Long and Prosper: CEP Leadership Skills Learned from Nerd Fiction
  28. 28. Game Time  Nothing that would shatter a Class M planet, right? Let's see if you've got it with a little game of…. Live Long and Prosper: CEP Leadership Skills Learned from Nerd Fiction
  29. 29. Game Time: Question #1  Your starship is under attack by a Ferengi vessel. Do you... a.) Instruct your tactical officer to activate your cloaking device and hide from the Ferengi's sensors. b.) Send a subspace message to Star Fleet Command to send help. c.) After briefly consulting with your crew, accelerate into high warp speed and appear to be in two places at once to the Ferengi vessel, causing them to fire in error only to be fired on when your ship drops out of warp. Live Long and Prosper: CEP Leadership Skills Learned from Nerd Fiction
  30. 30. Game Time: Question #1  If you answered (c)... Live Long and Prosper: CEP Leadership Skills Learned from Nerd Fiction
  31. 31. Game Time: Question #2  You receive orders that one of your executive officers, an android, must be sent to Starfleet to be disassembled and studied. Do you... a.) Refuse the direct order and defend his rights as a sentient being to a Starfleet judge. b.) Help him pack his bags. c.) Order him to obey the directive. Live Long and Prosper: CEP Leadership Skills Learned from Nerd Fiction
  32. 32. Game Time: Question #2  If you answered (b) or (c)... Live Long and Prosper: CEP Leadership Skills Learned from Nerd Fiction
  33. 33. Game Time: Final Question  You’re a manager on the Death Star and you’ve asked your direct report to pull a specific report by the end of the day: s/he doesn’t deliver it, and is gone by the time you stop by their desk to ask about it. Do you…  a.) Fire them and launch them into space in an escape pod  b.) Pull the report yourself and never mention it again  c.) Send a reminder email to be waiting for them first thing  d.) None of the above Live Long and Prosper: CEP Leadership Skills Learned from Nerd Fiction
  34. 34. Game Time: Final Question  This one is tougher…there’s potentially some more context to consider.  Depending on your own style, and the pattern of behavior previously demonstrated by the employee, the most effective tactic will differ. Live Long and Prosper: CEP Leadership Skills Learned from Nerd Fiction
  35. 35. What We’ve Covered  1 – Fiction provides us some aspirational examples of leadership, as well as some examples of what not to do.  2 – Identify a few effective leadership traits to start practicing each day.  3 – Flexibility of perspective always helps: remember and embrace differences. Live Long and Prosper: CEP Leadership Skills Learned from Nerd Fiction
  36. 36. Bonus Tip Live Long and Prosper: CEP Leadership Skills Learned from Nerd Fiction
  37. 37. Questions? Live Long and Prosper: CEP Leadership Skills Learned from Nerd Fiction
  38. 38. Contact Us  Joseph Purdy, CEP Product & Services Consultant Solium Phone: 203.447.5843 joe.purdy@solium.com  Ben Needham, CEP Senior Equity Administrator Mind Body Phone: 805.465.7971 ben.needham@mindbodyonline.com  John Hammond, CEP Founder bendystraw, LLC Phone: 856.267.0870 jhammond@bendystrawllc.com Live Long and Prosper: CEP Leadership Skills Learned from Nerd Fiction 38

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