The Enterprise Engagement Alliance Purpose Leadership and Stakeholder Management curriculum and Forum and Library for Leaders, Academics, and Investors are the result of 17 years of work based on decades of research and case studies in stakeholder engagement, total quality management, human capital and investment analytics, marketing, and more.
The purpose is to promote the effective use of stakeholder management, enterprise engagement and total rewards practices that enhance performance by harmonizing the interests of all stakeholders toward a common purpose, goals, objectives, and values in the same way total quality management has transformed manufacturing.
The growing list of EEA forum contributors and advisors include over 130 academics, authors, financial experts, attorneys, and front-line management in sales, marketing, and human resources and many of the tactics involved with stakeholder engagement and impact measurement. The advisory council consists of a growing number of veterans in all areas of engagement committed to effective program design, implementation and meaningful impact measurement.
EEA Forum Impact Council members consist of business leaders, practitioners, academics, investment firms and investors who wish to contribute their expertise to the development of effective practices content, impact metrics, and share their insights with others on EEA YouTube Forum shows and in EEA content.
The goals are to accelerate an understanding of the principles of this integrated approach to people management with boards, senior and front-line management across the enterprise, academics, investors, and advisory firms in all areas of engagement.
EEA YouTube forum shows bring together academics, business leaders and experts to share perspectives on research findings and other timely topics.
Since its formation in the summer of 2025, the Impact Council has released its first draft metrics on:
- The principles of impact metrics.
- A theoretical channel impact measurement case study comparing a cash spiff program with a holistic engagement process.
- Draft metrics for employee engagement.
- Coming soon: metrics for customer engagement, marketing, inhouse sales, service technicians, and more.
TOPIC STEWARDS
To help facilitate forum discussions on critical topics, leaders in critical areas of stakeholder engagement have stepped up to serve as topic stewards to co-host the EEA Forum discussions and provide other input into their topic areas. Topic leaders in other areas of stakeholder management and total rewards will be named in the coming months. Topi leaders include:
- Gary Rhoads (Stakeholder management education), Professor Emeritus, Marketing and Entrepeneurship at the Marriott School of Business at Brigham Young University, has agreed to serve as the liason with the academic community and co-host of EEA YouTube Forums.
- Dave Bookbinder (Valuation steward), Executive Director, Valuation Services, Haefele Flanagan, Maple Shade, NJ.
- Jason Britton (Investment steward), Founder, Reflection Asset Management, Charleston, SC.
- Bart Houlahan (Leadership steward), Partner, Irrational Capital, Paoli, PA, creator of the Human Capital Factor and Co-Founder of B-Lab.
- Laura Queen (Human capital steward), Founder & CEO, 29Bison, Doylstown PA
EEA IMPACT COUNCIL
The Enterprise Engagement Alliance Impact Council includes advisors representing different perspectives of stakeholder management and metrics, including engagement of employees, customers, distribution and supply chain partners, communities, etc. This includes the specific types of solutions involved with the highly varied field ranging from culture and communications to DEI and human capital analytics. Council members review metrics and effective practices related to their area of expertise for relevance and practicality.
People management processes and metrics covered include:
- Human capital factors for mergers and acquisitions.
- Sales and non-sales employee incentive programs.
- Employee recognition and appreciation.
- Channel/distribution partner engagement.
- Supply chain engagement.
- Engagement tactics, including motivational events; surveys, feedback, and voice; training; DEI (diversity, equity, inclusion); promotional products; collaboration and innovation, etc.
Founding Impact Advisory Board members include:
Stakeholder Management
- Gary Rhoads, (Academic advisor and liaison.) Professor Emeritus, Marketing and Entrepreneurship, Marriott School of Business, Brigham Young University, and Board Chair, Skavengerz; advisor to the original Enterprise Engagement: The Roadmap textbook. Rhoads serves as a liaison with other academics.
- Dr. Heiko Mauterer, (Human Capital Analytics, ISO Auditing, Environment)
Board Member, 4C GROUP ESG management consulting in Germany and member of the ISO 30414 Human Capital management working group. - Dr. Jack Phillips and Dr. Patti Phillips, (return on investment measurement practices) Chairman and CEO respectively of the ROI Institute, the world’s preeminent advisory firm on the return on investment measurement of human activity.
- Laura Queen, (human capital analytics), Founder, 29Bison, a human capital analytics firm supporting private equity firms seeking to better address stakeholder risks and opportunities.
Total Rewards
- Mary Anne Comotto, CEO, Partners for Incentives (incentive programs, technology), owner of a 93-year-old incentive and recognition firm offering a complete suite of technologies and program design support through five full-time planners each with years of experience.
- Rick Garlick, Adjunct Professor, Analytics and Advisory Service (loyalty, incentives, recognition, analytics), Penn State University School of Hospitality, and Senior Consultant, BVA BDRC.
- Michael Levy, Founder, CEO, WorkProud, (culture and recognition), 23-year-old recognition firm with a end-to-send suite of technologies to align the interests of all stakeholders.
- Dr. Paul White, Ph. D, Founder, Appreciation at Work, (culture and appreciation), founder of a culture-enhancement process used round the world.
- Adrienne Forrest, Senior Vice President, Corporate Sales Citizen Watch America. (brands.)
The objective is to expand the breadth and proliferation of research, case studies, and effective practices by providing the latest information, impact measurement and dialog with business leaders, academics, investors, and advisory firms across all areas of engagement, including: leadership, culture, business operating systems, all forms of communications and learning, innovation, job design, rewards and recognition, customer engagement, supply chain and distribution partner engagement, incentive programs, impact measurement, or any form of stakeholder engagement effort.
Faculty, Content, and Insight Contributors
Note. The original curriculum was developed under the supervision of Dr. Gary Rhoads, Professor Emeritus, Marketing and Entrepreneurship, at Brigham Young University.
Contributors of insights and content to the Enterprise Engagement Alliance curriculum include, among many others:
Bruce Bolger (Stakeholder Management Implementation, Technology, Reporting) Founder, Enterprise Engagement Alliance, author Enterprise Engagement for CEOs and Enterprise Engagement: The Roadmap
Barbara Porter, (Culture, Customer Engagement)
Managing Director, EY
Dave Bookbinder, (Finance, Valuations)
Executive Director, Haefele Flanagan, author, the New ROI: Return on Individuals
Dr. Solange Charas (Human Capital Management, Reporting, and Diversity)
Founder, CEO HCMoneyBall; Professor, author Humanizing Human Capital, which comes with EEA membership.
Eric Darrisaw (ESG Investing, DEI)
Principal, Lazurus Advisors LLC, Board Member, Interfaith Center on Corporate Responsibility.
Paul Donehue (Sales, Channel Engagement, Learning)
President, Paul Charles & Associates
Alex Edmans (Return on Investment)
Professor of Finance, London Business School, author Grow the Pie, which comes with EEA membership.
R. Edward Freeman (Stakeholder Theory)
Professor, Darden Business School at the University of Virginia; author of the 1984 book Strategic Management, a Stakeholder Approach and The Power of And, which comes with EEA membership.
Darwin Hanson (Total Rewards; Compensation; ESOPs)
President, CEO, Talent Management Evolution
Todd Hanson (Business Operating Systems, ROI of Engagement)
President, CEO, Catalyst Performance Group
Ira Ozer (Managed Enterprise Engagement Outsourcing)
President, Engagement Partners
Allan Schweyer (Co-author of Enterprise Engagement: The Roadmap), Human Capital Principal at the Conference Board and Research Advisor to the Incentive Research Foundation.
Allan Steinmetz (Internal Branding, Communications)
President & CEO, Inward Consulting
Dr. Paul White, (Culture, Recognition, Research)
CEO, Founder, Appreciation at Work, author 5 Languages of Appreciation in the Workplace