Elizabeth Dodge, CEPVP, Stock & Option Solutions

Dan Walter, CEPPresident and CEO, Performensation

Jeremy Spencer WrightCOO, Two Step Software

Internet: The Next Generation:Leveraging Web Tools in Stock Plans

The Buzz Words

Audience Poll – Have you?

Read a Blog • TwoStep Blog• Or commented on a blog article - Comment on TwoStep Blog

Posted a status update on Facebook, Twitter, or LinkedIn• GEO’s LinkedIn Page• SOS FaceBook Pages• Performensation's Twitter Page

Watched a YouTube Video• Michael Bendorf discusses GEOnomics '09 • TwoStep Demo• SOS Discussion of Modification Accounting

Completed or created a survey - SOS Market Research SurveyPosted a question or response on a discussion group - ECE GroupWorked in IM or participated in a video conference

If yes, you've already started using the next generation of web tools.

Social and Business Networking

Twitter• Not just for micro diaries anymore…• Great for updates with built-in links

Facebook (SOCIAL/business)• Group Pages and Events• Link to Twitter, Linked In, Plaxo and others

LinkedIn (BUSINESS/social)• Events, Company Info• Discussion Groups • Professional Networking

Plaxo, XING• Combine features from Facebook and LinkedIn• More popular outside US?• Can be linked to other systems

Purposes, Uses, Linking, Automating, Groups, Discussions, Pages, Customizing

Tips for Social and Business NetworkingTwitter

• Find and follow people, before you ask people to follow you• Learn how to use bitly or tinyurl to shorten links• Stay active. Retweet• #FF, #FridayFollow are used to promotes others accounting• @NAME is the Twitter account, • #NAME is a Twitter-searchable data field

Facebook (SOCIAL/business)• Understand that everyone sees almost everything, so think professionally or

have two accounts• Great way to quickly share info via updates and inks to other systems

LinkedIn (BUSINESS/social)• Build “Expertise” and credibility by answering questions• Join Groups and monitor events

Plaxo, XING• Great for Birthday and contact tracking• Link Plaxo to your LinkedIn, Facebook and Twitter accounts

RSS and News Feeds

RSS Feeds• Track stories from specific sites, from news consolidators or based on

searchesGoogle Alerts

• Search on words or phrases.• Use Boolean searches to increase specificity• Populate news feeds on web sites and blogs• Track industry changes

iGoogle• Create a personalized Google homepage, with searches, news and gadgets

Digg• Displays user-voted “best stuff” on the web• Build a network of similar-mind people

StumbleUpon• Track Website popularity

Company Intranet Sites

Surveys

Tools• SurveyMonkey

• Free basic membership, $200/year for professional membership• Unlimited polls• Skip logic – if answer X, skip to question 4

• Zoomerang, SurveyGizmo, Zarca• Customize colors, fonts, add logo, etc.

Why?• Participant Data is pure gold!

• Do you consent to have Form 3922/3921 delivered electronically?• Have you moved to a new state/country in the last year?• Have you sold any stock this year?

• Quiz employees on equity comp knowledge• Employee satisfaction surveys

• Do they appreciate the plans?

Survey Examples

Polls

Tools• Vizu, PollDaddy, MicroPoll, etc.

• Some are Free• Some are one question polls, others longer• Questions & results can be embedded in emails, on websites, etc.

Why?• All the same reasons as surveys• Sometimes easier to keep them short – get more responses• Poll or survey your stock plan contacts to find out how they

accomplish a particular function or task• Identify areas for staff training – give little quizzes to identify

weaker areas

Polls: Example

Poll: Example in a Newsletter

Tips for Surveys & Polls

Keep them short• Skip logic can really help here

• Add skip logic after you’ve defined ALL your questions

Make them CLEAR• Data is no good if the questions aren’t understood• Have other, non-equity folks review your questions• Export to word processing program and spell check

How do you get responses?• Offer a prize drawing for those who participate

• You’d be surprised how motivating a $15 coffee card can be…

• Send out reminders – at least a couple

Blogs

Why Blog?A few Industry Blogs

• WorldatWork Blog - http://www.worldatwork.org/waw/adim/blogs/ryan_johnson/html/blog-rj.jsp

• Two Step's Private Company Blog - http://blog.twostep.com

• Ed Hauder's Equity Compensation Blog - http://edwardhauder.com/ 

Create Your Own• Blogger (https://www.blogger.com/start)• Typepad (http://www.typepad.com/ )• Wordpress (http://wordpress.com/) 

Blog: Examples

Discussion Groups

What are they? Where can you find them?Examples

• Equity Compensation Expertshttp://www.equitycompensationexperts.groupsite.com/

• BayArea CEP  http://finance.groups.yahoo.com/group/BayAreaCEP/ 

• LinkedIn Groups• Google Wave - A New Type of Discussion

How you can use them• All you need is a Gmail or Yahoo Address• Communication Portal

Screen Sharing/Recording 

Jing - http://www.jingproject.com/• Create educational videos• Share with your employees• It's Free!• Let's see an Example.

Meeting Tools• GoToMeeting - www.gotomeeting.com• WebEx - www.webex.com

Uses• Internal Training, documenting processes, refresh yourself on

processes• Two Step Training Videos• Participant education – how to exercise, how to view account

summary, etc.

Email Tools

Purposes• Sophisticated-looking email communications• Tracking opens, clicks, bounces, etc.

Tools• Vertical Response• Constant Contact• Low cost, GREAT stats

Why?• Email newsletters• Employee communications• Communicating with employees IS marketing!

• You’ve got to get them to READ it to educate them!• Bounces may notify you of terminations before HR does…

Email Examples

Newsletter Examples

Newsletter Example with Video!

Tips for Email Communications

Keep newsletters/articles short• Click for more info• Break up text• Use emphasis – but not too much

• Bold is hard to read, use is sparingly

A pictures is worth a thousand words• Graphics

• Get your point across better• Are more memorable

• Screenshots of statements – Use Paint to edit• http://www.istockphoto.com – great, inexpensive source

for photos

Connect with UsFind the links from this presentation and contact us through the presentation portal at http://webtools.twostep.com.