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
• 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
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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 awardsJulie 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.
Understanding how employees perceive the value of their equity compensation
Source: UBS Participant Voice, December 2013
< 3 vestings
3-5 vestings
≥ 6 vestings
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
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
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
UBS One Source Knowledge Center
CustomizedMakes education
relevant to each
participant
ScaledTo meet the needs of
all participants
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
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