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, September 17

1:30 pm - 5:00 pm

FinComp ‘23 Check-in

5:00 pm - 7:00 pm

Welcome Reception

Monday, September 18

7:30 am - 8:30 am

Breakfast

8:30 am - 10:00 am
Keynote Speaker

No Ego - The Reality of Peace, Happiness and Great Results at Work

Alex Dorr Alex Dorr (Reality-Based Leadership)
10:00 am - 10:15 am

Morning Break

10:15 am - 11:45 am

Critical Employment and Compensation Trends

Christie Summervill Christie Summervill (BalancedComp)

As we continue to juggle the changing workplace, economic headwinds, and other challenges in 2023 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 - 12:00 pm

Break

12:00 pm - 1:30 pm

Lunch

1:30 pm - 2:30 pm
Breakout Session

CEO Pay Ratios

Christie Summervill Christie Summervill (BalancedComp)

CEO Pay Ratios get a lot of attention, but how does yours compare to the average in your asset size for the industry? Regardless of whether the CEO Pay Ratio falls on deaf ears or even goes away, it is incumbent on companies to have a response strategy or risk being unprepared for the fallout. Weak responses to pay questions can easily lead to negative press, misinformed employees, and frustrated investors.



Breakout Session

Corporate Incentive Plans That Self-Fund

Philippe Asselin Philippe Asselin (BalancedComp) Jared Freeman Jared Freeman (OnPath Federal Credit Union) Virginia Whitham Virginia Whitham (Rally Credit Union)

Too many corporate incentive plans become expensive entitlement programs. Phil will educate us on how to create a corporate incentive plan that drives enough results to self-fund.

2:30 pm - 2:45 pm

Afternoon Break

2:45 pm - 4:15 pm

HR Roundtables

Christie Summervill Christie Summervill (BalancedComp) Deborah Reid Deborah Reid (BalancedComp) Scott Richardson Scott Richardson (IZALE)

Tuesday, September 19

7:30 am - 8:30 am

Breakfast

8:30 am - 10:00 am

IZALE Financial Group Executive Panel Discussion

Scott Richardson Scott Richardson (IZALE) Amanda Lloyd Amanda Lloyd (North State Bank) Lori Eltzroth Lori Eltzroth (Beacon Credit Union)

While considerable attention is rightfully given to how much annual cash compensation key people should have, it's just as important to have long-term elements including deferred compensation. In this 90-minute session we'll do a deeper dive on the various ways you can provide supplemental income to key executives. Learn the major design considerations and hear from Amanda Lloyd, COO of North State Bank, who will share her banks' experiences with these plans and what has worked the best.

10:00 am - 10:15 am

Morning Break

10:15 am - 11:45 am

What Does 2024 Have in Store for Labor & Employment Laws?

Helen McFarland Helen McFarland (Seyfarth)

A lot can change in a year, especially during an election year! During this session, Helen will be discussing significant changes, perspectives on labor trends, government initiatives and enforcement around discrimination in the workplace, and pay transparency laws.

11:45 am - 12:00 pm

Break

12:00 pm - 1:30 pm

Lunch

1:30 pm - 2:30 pm
Breakout Session

Better Lender Compensation Plans for Commercial & Mortgage Lenders

Christie Summervill Christie Summervill (BalancedComp) Don Hartmann Don Hartmann (Don Hartmann Consulting)

In this session, Christie and Don will prepare you to contribute to the dialogue on Lender Compensation, including incentive plans. You will leave with fabulous sample plans and the right questions to engage.



Breakout Session

BalancedRewards Demo

Philippe Asselin (BalancedComp)

During this session, Phil Asselin will demonstrate BalancedRewards and show you how to automate, integrate and communicate a successful Corporate Bonus Program. This session will mainly be of interest to BalancedComp clients.

2:30 pm - 2:45 pm

Afternoon Break

2:45 pm - 4:15 pm

Employee Benefits – Fueling the Future of Work

Jamie McDonald Jamie McDonald (Brown & Brown)

Healthcare is continuously evolving - from adopting new technologies to the ever-changing landscape of regulatory approvals. Let's discover what drives the latest trends, what we can do about them, and how to sidestep the pitfalls.

Wednesday, September 20

7:30 am - 8:30 am

Breakfast

8:30 am - 10:00 am

Pay Equity at Financial Institutions

Christie Summervill Christie Summervill (BalancedComp)

There have been Pay Equity laws on the books since 1963. Does pay disparity still exist in an industry that touts employees as their greatest assets and where companies boast about Best Employer Status? During this session, Christie Summervill will bring you face-to-face with empirical market data that shows more must be done and how you can be the hero for your organization.

10:00 am - 10:15 am

Morning Break

10:15 am - 11:45 am

Workplace Trends and Leading Talent Management Strategies within Financial Services

Stephanie White (Crowe)

How have banks been impacted in this post-pandemic world? Crowe has been surveying banks for over 40 years to understand the current trends in the workplace. Learn the long-term effects the pandemic is having on inflation, the economy, and the workforce.

11:45 am - 12:00 pm

Closing Remarks