The document emphasizes the importance of helping employees understand and appreciate the value of their equity awards within corporate finance. It presents learning objectives related to equity compensation, highlights Proformative Academy's resources, and discusses varying perceptions of equity value based on vesting timelines. The aim is to enhance financial knowledge and engagement among employees to foster a positive culture that acknowledges the company's growth potential.

1. Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals
Are you giving away value? Help
your employees understand and
appreciate the value of their
equity awards

2. • Identify how to positively influence value by driving a
strong culture that reinforces the company’s growth
potential
• Evaluate if your plan design is straightforward for easy
engagement
• Recognize how to increase perceived value by delivering
education and access to personalized advice that puts
equity compensation in the context of a participant’s
overall financial picture
After attending this event you will be able to:
Learning Objectives

3. Announcing Proformative Academy:
• LMS with on-demand video courses taught by senior practitioners
• Over 170 finance and accounting courses - adding a course every day!
• CPE for CPA, CMA, CTP, FP&A, CRMA and CIA
Welcome to Proformative
“Proformative is the leading professional development
resource for every member of the Office of the CFO”
Check it out at www.ProformativeAcademy.com

4. Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals
Are you giving away value? Help your
employees understand and appreciate the
value of their equity awards
Julie Vander Veen, Executive Director, UBS Equity Plan Advisory Services,
UBS Financial Services Inc.
Nina Duraiswami, Research Analyst, Market Strategy & Analysis Group, UBS
Financial Services Inc.

5. Understanding how employees perceive the
value of their equity compensation
Source: UBS Participant Voice, December 2013
< 3 vestings
3-5 vestings
≥ 6 vestings

6. Lottery ticket
- Awards are least valuable form of compensation
- Unsure how to manage awards
- Follow advisor recommendations
- Limited financial knowledge
- Worry: retirement
< 3 vestings
Understanding how employees perceive the
value of their equity compensation
Source: UBS Participant Voice, December 2013

7. Understanding how employees perceive the
value of their equity compensation
Paycheck supplement
- Awards have same value as cash bonus
- Prior to vesting: engaged and seeking information
- Make decisions with advisor
- Growing financial knowledge
- Worry: market forces
3-5 vestings
Source: UBS Participant Voice, December 2013

8. Understanding how employees perceive the
value of their equity compensation
Wealth building
- Awards rival value of base salary
- After vesting: take action at mental sell price
- Validate with advisor
- Strong financial knowledge
- Worry: missing gains
≥ 6 vestings
Source: UBS Participant Voice, December 2013

11. UBS One Source Knowledge Center
Customized
Makes education
relevant to each
participant
Scaled
To meet the needs of
all participants

12. Thank you for your interest in this presentation.
View the on-demand webinar or download the full
presentation at:
www.Proformative.com
Are you giving away value? Help your employees
understand and appreciate the value of their equity
awards