Employee advocacy isn't just something for larger companies to worry about, says this Houston expert. Photo via Getty Images

As society continues to be more socially conscious, greater strides have been made to boost initiatives that improve the world from a culture and climate perspective. This heightened sense of moral awareness made a natural progression into the business world as employees, consumers and communities hold companies to higher standards and demand accountability in various areas of business operations.

Fueled by the pandemic and “Great Resignation,” the movement quickly swept across corporate America, taking many companies by storm and laying the foundation for a new era of employee engagement. As a result, one of the most important trends emerging in the post-pandemic workplace is employee advocacy in response to specific societal events or company policies and practices.

While employee advocacy initially impacted larger organizations, it has become a significant factor for smaller companies as they compete for talent and appeal to workers with strong belief systems. Below are three ways small businesses can focus on employee advocacy.

Address mission and core values

Small business owners should develop or refine a mission statement and list of core values that capture their vision for the company, embody their principles and connect the company’s efforts to a greater purpose in the world. A company’s beliefs and value systems are top of mind for younger generations that have expressed a strong desire to align themselves with like-minded companies.

A company’s mission and core values should set the stage for creating an environment that encourages mutual trust between the company and its people, enables a high level of employee engagement and facilitates effective team collaboration that leads to long-term success.

When small companies weave their mission and values into their DNA, impacting all aspects of the business – including recruiting, hiring, onboarding and training – they will grab the attention of potential candidates and build stronger relationships with existing employees.

Exhibit social responsibility

One way for small businesses to make an impact that appeals to employee advocacy is by creating initiatives that bolster corporate social responsibility (CSR). Employees want to associate themselves with companies that make a difference in the community, so it befits leaders to implement or expand CSR programs. While there are a variety of potential areas to focus on regarding CSR, small business owners should first identify the key areas that resonate with their business, employees and clients with endeavors such as volunteer opportunities, corporate donation programs and conservation efforts.

Display core values

It is always important for business owners to demonstrate company values through daily interactions, programs and activities, providing evidence that efforts to support employee advocacy are alive and well. Some examples include conducting ongoing diversity, equity and inclusion (DEI) training in the workplace to raise awareness and institute behavioral change, ensuring a diverse hiring panel and slate of candidates during recruiting efforts, offering paid time to volunteer in the community to make a difference in the lives of others, displaying care and empathy by taking the time to listen to employee needs and concerns, and creating a recognition program that rewards employees who model certain company values. Small businesses can also highlight DEI stances on websites and in recruiting materials to ensure potential hires are aware of their efforts to remain relevant and make a difference for everyone in the workforce.

When small business owners identify ways to focus on employee advocacy, they are not only sending a clear message to the workforce that they care about people’s needs and desires, but they are also boosting their reputation in the community as good neighbors.

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Jill Chapman is a senior performance consultant with Insperity, a leading provider of human resources and business performance solutions.

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Houston legacy planning platform secures $2.5M investment, adds to board

fresh funding

Houston-based Paige, a comprehensive life planning and succession software company, has secured a $2.5 million investment to expand the AI-driven tools on its platform.

The funding comes from Alabama-based 22nd State Banking Company, according to a news release. Paige says it will use the funding to expand automation, AI-driven onboarding and self-service tools, as well as add to its sales and customer success teams.

The company was originally founded by CEO Emily Cisek in 2020 as The Postage and rebranded to Paige last year. It helps users navigate and organize end-of-life planning with features like document storage and organization, password management, and funeral and last wishes planning.

“Too many families are left trying to piece together important information during some of the hardest moments of their lives,” Cisek said in the news release. “This investment allows us to accelerate the next phase of growth for Paige by improving the product and expanding support for our members, our financial institution partners and the communities they serve,”

In addition to the funding news, the company also announced that 22nd State Banking CEO and President Steve Smith will join Paige's board of directors.

“We believe banking should be grounded in relationships and built around the real needs of the people and communities we serve. Paige brings something deeply relevant to that mission," Smith added in the release. "It helps families prepare for the future in a practical and meaningful way, and it gives the banking community new pathways to support customers through important life transitions.”

Paige estimates that $124 trillion in assets will change hands through 2048. Yet about 56 percent of Americans do not have an estate plan.

Read more on the topic from Cisek in a recent op-ed here; or listen to InnovationMap's 2021 interview with her here.

Houston digital health platform Koda lands strategic investment

money moves

Houston-based advance care planning platform Koda Health has added another investor to the lineup.

The company secured a strategic investment for an undisclosed amount from UPMC Enterprises, the commercialization arm of the University of Pittsburgh Medical Center. The funding is part of Koda's oversubscribed series A funding round that closed in October, according to a release.

"UPMC Enterprises’ investment is a meaningful signal, not just to Koda, but to the broader market," Dr. Desh Mohan, chief medical officer and co-founder of Koda Health, said in the news release. "It validates that health systems are ready to invest in infrastructure that makes advance care planning work the way it should: proactively, at scale, and with the human support that these conversations require. Having UPMC Enterprises as a strategic investor puts us in a unique position to prove what's possible."

Koda has raised $14 million to date, according to a representative from the company. Its series A round was led by Evidenced, with participation from Mudita Venture Partners, Techstars and the Texas Medical Center last year. At the time, the company said the funding would allow it to scale operations and expand engineering, clinical strategy and customer success. The company described the round as a "pivotal moment," as it had secured investments from influential leaders in the healthcare and venture capital space.

Koda Health, which was born out of the TMC's Biodesign Fellowship in 2020, saw major growth last year, as well, and now supports more than 1 million patients nationwide through partnerships with Cigna Healthcare, Privia Health, Guidehealth, Sentara, UPMC and Memorial Hermann Health System.

The company integrated its end-of-life care planning platform with Dallas-based Guidehealth in April 2025 and with Epic Systems in July 2025. It also won the 2025 Houston Innovation Award in the Health Tech Business category. Read more here.