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

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

    Joe Purdy, CEP, Product & Services Consultant - SoliumJohn Hammond, CEP, Founder - bendystraw LLCBen Needham, CEP, Sr. Equity Administrator - MindBody

    The 8th Annual New England NASPP Regional Conferenceco-hosted by the Boston and Connecticut NASPP Chapters

    July 13th, 2016

  • CPE Credits

    Live Long and Prosper: CEP Leadership Skills Learned from Nerd Fiction2

    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

    http://www.nasba.org/

  • 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

  • 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 Fiction4

  • 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 Fiction5

  • 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

  • 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 Fiction7

  • Skill #1: Inspires and motivates others

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

  • Maybe the tactics arent HR friendlybut analogies are

    very effective and theyre 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

  • Skill #2: Displays high integrity and honesty

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

  • Honesty may be seen as transparency and openness-

    your willingness to communicate what youre 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 managers.

    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 youre 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

  • Skill #3: Solves problems and analyzes issues

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

  • 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 isnt an option

    Skill #3: Solves problems and analyzes issues

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

  • Skill #4: Drives for results

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

  • 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

  • Skill #5: Communicates powerfully and prolifically

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

  • 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 isnt 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

  • Skill #6: Builds relationships

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

  • 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

  • Skill #7: Displays technical or professional expertise

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

  • Dont keep your knowledge locked away

    Question your superiors and staff do it effectively

    and you will impress them

    Most people wield knowledge ineffectively

    Also - dont fear being wrong

    Being wrong in the asking/learning phase is what its

    all about

    Being wrong in the we did that without thinking phase is bad

    You have to know a lot to know what you dont 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

  • Skill #8: Displays a strategic perspective

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

  • Skill #8: Displays a strategic perspective

    Critical in plan administration -

    Risk thresholds are very real.

    Vendor selections arent always lets let the

    administrator pick her favorite.

    Plan designs arent what is easiest to administrator.

    Headcount and resources arent whatever you need

    so you can truly enjoy your time off.

    Living with what you get isnt enough excelling at it first

    is needed to become a change agent

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

  • Skill #9: Develops others

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

  • 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

    SMEs you have around you, the less youll struggle in the long

    term.

    Spending time and dollars on education pays dividends

    Attend NASPP/GEO/CEPi Events