Daily Agenda

Our lineup of dynamic speakers and engaging breakout sessions will equip you with the latest techniques to attract, motivate, and retain top talent in your industry.

Sunday, Sept 29

1:30 pm - 5:00 pm

FinComp Registration

5:00 pm - 7:00 pm

Welcome Reception

Monday, Sept 30

7:30 am - 8:30 am

Breakfast & Registration

8:30 am - 10:00 am
Keynote Speaker

The Heart of HR: Daring to Lead through Uncertainty and Change

Dr. Lakeya Cherry (Lakeya Cherry LLC)

Join us for an inspiring keynote based on Brené Brown's transformative work in Dare to Lead. In this session, we'll explore HR professionals' critical role in fostering courageous leadership within organizations. Discover how to navigate the complexities of the modern workplace with empathy, connection, and the courage to embrace vulnerability. This talk will delve into the heart of human resources as the catalyst for creating brave leaders and courageous cultures, especially during times of uncertainty and change.

10:00 am - 10:15 am

Morning Break

10:15 am - 11:45 am

2025 Hottest Compensation Trends

Christie Summervill (BalancedComp)

As we continue to juggle the changing workplace, economic headwinds, and other challenges in 2024 and beyond, during this session, we will provide you with the most accurate, up-to-date insights and data about salaries in all lines of business and nuances that may affect those salaries.

11:45 am - 1:30 pm

Lunch

1:30 pm - 2:30 pm
Breakout Session 1

Managing Compensation Issues During a Merger

JR Llewellyn (Newcleus)

HR's efforts to integrate compensation strategies and practices are a key component of successful mergers and acquisitions. Attendees will learn the necessary steps to address the concerns of old and new employees as to what is happening with their pay.



Breakout Session 2

Cracking the Code for Performance-Based Compensation

Deborah Reid (BalancedComp)

Discuss the benefits of using BalancedResults with BalancedComp and how this will enhance your merit increase process, making it more objective and ensure that pay is tied to performance. The importance of differentiating in merit increases based on performance. How to assess the pay levels for top performers to ensure that these employees are being compensated appropriately.



Breakout Session 3

How to Talk About Comp Without Freaking Out

Cat Breet (CHRO Merchants Bank)

It's still taboo to ask in most circles, yet this is one ofthe most critical questions HR professionals need toask. In a market where 38% of candidates declined a job offer over money, and 67% of current employeeswant more money (JobVite), you can't afford to avoid the “money talk.” The great news is, talking about compensation doesn't have to hurt! Cat Breet can't wait to teach you how to do it with ease.

2:30 pm - 2:45 pm

Afternoon Break

2:45 pm - 4:15 pm

HR Roundtables

Christie Summervill (BalancedComp)
Deborah Reid (BalancedComp)
Jordan Summervill (BalancedComp)
Philippe Asselin (BalancedComp)

Tuesday, Oct 1

7:30 am - 8:30 am

Breakfast & Registration

8:30 am - 10:00 am

Pay Transparency: What it is and What the Law Requires

Tara Eberline (Foulston Siefkin LLP)
Morgan Geffre (Foulston Siefkin LLP)
10:00 am - 10:15 am

Morning Break

10:15 am - 11:45 am

Compensation Packages Boomers, Gen Z, and Millennials Value

Flynt Gallagher (Newcleus)

Whether you remain independent or acquire talent through mergers and acquisitions, you can enhance your ability to create an engaged workforce by recognizing the differences in generational preferences. By fully understanding the drives and desires of your team, you can structure compensation plans that attract, retain, and motivate each generation from aging boomers to up-and-coming millennials. Join this session to explore the varying ways each generation employs in communicating, decision-making and work habits so that you can customize your compensation plans to get the most from every dollar you spend.

11:45 am - 1:30 pm

Lunch

1:30 pm - 2:30 pm
Breakout Session 1

CEO Chronicles: Safeguarding Your Board from Compensation Nightmares

Philippe Asselin (BalancedComp)

Fair and effective CEO compensation practices start with establishing clear philosophies and fostering transparency. Discover strategies for designing thoughtful variable comp structures, navigating board dynamics impartially, leveraging reliable data, and utilizing trusted resources to safeguard your board from compensation nightmares.



Breakout Session 2

Rethinking Engagement Strategies: "Why Would I Want to do THAT?"

Rachel Prine (BalancedComp)

The days of only utilizing the 5 traditional theories of motivation are over. The world has changed drastically in the last 4 years and now, as a new generation of leaders is in the C Suite, how do we embrace today's reality of what motivates employee behavior?



Breakout Session 3

In-Demand IT Skills: Navigating the Changing Landscape of Salaries

Christie Summervill (BalancedComp)

Just two years ago, the tech sector experienced unprecedented salary growth, with the average salary shooting up almost 9% between 2019 and 2021. In 2021, there was also a notable increase in the number of tech jobs, with CompTIA reporting an increase of 260,000 positions nationwide. Tech companies everywhere were flush with cash and used those funds to hire and acquire aggressively, forcing those who compete for that talent to increase salaries as well.

However, what goes up must come down. Organizations cut back on their tech spending, forcing tech executives to make hard decisions about headcount. In this we present an in-depth analysis of IT salary trends, revealing how location and role are critical to earning potential. Are bonuses and higher than market wage increases still happening? To futureproof, what skills will you be recruiting for and what are those skills worth in the market?

2:30 pm - 2:45 pm

Afternoon Break

2:45 pm - 4:15 pm

HR Roundtables

Rachel Prine (BalancedComp)
Philippe Asselin (BalancedComp)
Flynt Gallagher (Newcleus)
Christie Summervill (BalancedComp)

Wednesday, Oct 2

7:30 am - 8:30 am

Breakfast & Registration

8:30 am - 10:00 am

The Power of AI: Transforming Organizational Structures and Efficiency in Finance

Christie Summervill (BalancedComp)
Holly Garza (Financial Institution Consulting, Extraco Consulting)

AI can become a competitive advantage in the banking industry. Learn about practical uses of AI in financial institutions and how it can enhance the customer and employee experience, build relationships, streamline operations, support faster product development, and create new revenue opportunities. While AI and process automation won't replace human capabilities, it can augment activities to execute more efficiently. Learn ways you can support a truly personalized customer experience and maximize every interaction while reducing wait times for customers. You can free up time for your operations and sales staff by automating routine or repetitive tasks, allowing them to focus on deepening relationships. Hear about a case study at our affiliate, Extraco Banks, where a simple AI driven chat bot was able to transfer 75% of monthly conversations to being supported by the chat bot. The opportunities are available today and growing to increase your efficiency and customer experience.

10:00 am - 10:15 am

Morning Break

10:15 am - 11:45 am
Keynote Speaker

Feel Alive in Life & at Work

Kate Manser

Audiences walk away with a life-changing perspective on the 1 way we can feel alive and impact the world -- every single day. Gleaned from her years leading culture efforts at Google, Inc. as well as her lessons quitting that job in search of meaning, she shares her biggest lesson: you don't need to quit your job to find meaning and purpose -- you may be missing opportunities to save lives exactly where you are.

11:45 am - 12:00 pm

Closing Remarks

Don't miss the country's most comprehensive compensation conference for banks and credit unions