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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Welcome to Proformative

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Check it out at www.ProformativeAcademy.com

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