WorldatWork 2018 Total Rewards Conference & Exhibition

MAY 21-23, 2018
DALLAS

Conference Sessions

Monday, May 21, 2018


  8:30AM-9:00AM

Breakfast-plated


Sponsored by: Achievers

Doors open at 8:15 a.m. A plated breakfast will be served promptly at 8:30 a.m. Service will end at 9:00 a.m. so the Opening General Session with Josh Bersin can begin promptly.

  9:00AM-10:00AM

Opening General Session with Josh Bersin


Sponsored by: Achievers

The Rise of the Individual In The New World of Work: A New Generation of Rewards

The world of work has been disrupted - productivity, engagement, wellbeing and purpose are now driving talent strategies for the future. In this research-based presentation, Josh Bersin, Principal and Founder, Bersin by Deloitte, will explain how high performing talent strategies must change, and give you a new perspective on the role of "the new generation of rewards" in creating the dynamic organization of the future.

A world-renown analyst, writer, blogger and researcher, Bersin is an expert in strategic talent management, creating high-impact learning organizations, and helping organizations drive business change and gaining competitive advantage through talent strategy and technology. Don't miss the chance to hear Bersin kick-off Total Rewards 2018!


  10:00AM-10:30AM

Networking Break


This will be your first chance to network with your colleagues.

  10:30AM-11:30AM

AI in Comp Technology: Smart Tech Empowering Smart People


To stay competitive, best-in-class organizations are leveraging smart technologies like AI and machine learning to transform their compensation strategies and processes. Attendees will hear how AI and predictive analytics are accelerating workflows, improving efficiencies and making staying competitive easier than ever. In this session, Chris Knize and Andy Linn demystify predictive analytics and machine learning processes, walk through why organizations like yours can no longer afford to rely on traditional data sources for market pricing, and explain how leading companies are leaning on AI to bring new data to light during the pricing process.




Crowdsourced Compensation Data: Do We Trust It?


LinkedIn, Glassdoor and other social media sites have recently launched platforms for users to submit and research compensation data for both current and potential roles in the market. Compensation professionals must remain informed of compensation data trends and the sources employees, managers and HR business partners are exposed to. This session will explore the emergence of crowdsourced compensation data and the methodologies used by major suppliers of this information. Attendees will be equipped with tools to navigate effectively the introduction of new data sources into conversations around pay equity as well as how to identify sources that should not be used.




EVP: Pizza Hut's 'Life Unboxed' Story


While the concept of the employee value proposition is becoming more widespread, many companies struggle to understand, design and activate their own. In this session, Michelle Rollins and Amy Stern share a slice of Pizza Hut's journey to its EVP, Life Unboxed. Designed to create internal brand champions and a culture so powerful that customers feel it, the Life Unboxed has resulted in a 10% to 70% drop in turnover among participating locations. Learn why it's important to include the employee voice when building an EVP, and walk away with a practical framework for designing a thoughtful program that activates across the employee lifecycle.




Getting Crushed by Salary Compression?


Salary compression is a critical issue for organizations, no matter the strength or weakness of the labor market. Compression leads to low productivity and morale and high turnover, yet it is a problem with clear remedies. This panel will touch on four key areas HR can actively pursue to minimize compression in their organizations (communication, pay mix, monitoring the market, and flexibility), and will look at the role of external influences such as the FLSA overtime rule. Attendees will see survey data that illustrates market trends and shows how their peers are responding to the pay compression issue.




Guiding Principles for Governance and Design of Executive Compensation Programs


While the compensation profession has developed a significant body of knowledge and best practices, we still lack the core guiding principles of professions like law, medicine, or accounting. Willis Towers Watson's senior team has taken the lead in developing a comprehensive compendium of overarching and operational principles for the governance and design of executive compensation. Attendees will be introduced to the WTW compensation principles framework, including overarching principles, which guide every decision, as well as more detailed operating principles on a variety of specific topics and learn how guiding principles have helped specific companies make more effective executive compensation decisions.




Hey Siri, Are Companies Prepared for the 2025 Workforce?


AI isn't coming; it's already here, and the 2025 workforce is fast approaching. From radical disruptions in technology to dramatic shifts in organizational norms, presenter Timothy Mutrie explores the five major forces shaping the future of work, including technological breakthroughs, major social and organizational shifts, connectivity, global talent and collaboration between humans and machines. Armed with a deep understanding of changing employee expectations, an overview of benefits trends built for the new workforce, and a 2025 workplace readiness assessment, attendees will walk away from this session empowered with the tools and insights needed to cultivate an inspired and engaged future workforce.




Sales Compensation: 5 High-Impact Issues


Sales compensation solutions evolve with changing conditions. Learn how five high impact issues affect best-in-class sales compensation plan designs: changing go-to-customer strategies, understanding sales motions including solution selling, rising corporate sales compensation governance and its worldwide implications, searching for and plugging sales compensation leakage, and measuring and rewarding monthly recurring revenue. Attendees will learn how to navigate the five issues, and even get a bonus topic: engaging board of directors in sales compensation assessment and alignment.




Sponsored Session:
Achieving Exceptional Incentive Comp Agility with a Center of Excellence


Sponsored by Optymyze

First Citizens Bank's manual processes and business unit-level approach to sales comp were hampering efficiency and leading to an array of compensation plans. By automating sales compensation and centralizing its incentive compensation function, First Citizens successfully increased accuracy, eliminated redundant work and streamlined its compliance process. In this session, Andrea Bascom and Arturo Bentin share a firsthand look at this compelling, real-life business example. Attend this session and take away lessons that will help you add harmony to your incentive comp, automate processes to give time back to your salesforce, and learn actionable approaches that lead to improved sales performance.




The View: Women in Exec Comp Edition


Join this session for coffee and conversation with women leaders in executive compensation. Hear them discuss hot topics in executive compensation as well their experiences as women in the profession. Ask your questions about how to be successful, hear professional development ideas and learn how to address challenging situations. You'll understand the fun part of being a woman in executive compensation, mixed with some war stories and the opportunity to network with friends both old and new.




Two Companies + A Similar Approach = Happy Employers, Employees


This case study presentation begins with a tale of two organizations and proven successful methods that were implemented to beat trend. Laura Tobin, Abby Chrest and Michael Barsoum focus the discussion on self-insured plans, though attendees with fully-insured plans also will benefit. Learn the specific steps used to determine and build a strategic approach that effectively shifts the benefits offerings to valuable offerings for both employers and employees, and walk away with samples, templates and checklists for real-world use.


  11:00AM-2:00PM

Exhibit Hall Open


  11:30AM-1:30PM

Lunch in the Exhibit Hall


Sponsored by: Allsup Inc.



  12:00PM-1:00PM

Tech/Demo Session:
Ensuring Success with a Proactive Approach and Powerful Storytelling


Sponsored by: Salary.com

To stay competitive, best-in-class organizations are leveraging smart technologies like AI and machine learning to transform their compensation processes. In this session, [Katie / Scott] shares how CompAnalyst's AI and predictive analytics technology can deliver new competitive intelligence, proactive alerts, smart job matches, and improved future-state modeling. Attend this session to see how marrying external market data and internal company data can deliver 360-degree insights and powerful storytelling to your business. You'll learn why a proactive compensation solution is critical to attracting, engaging, and retaining talent in today's market.

This session also being presented on Tuesday at 12:30 p.m.





Tech/Demo Session:
How #MeToo and #TimesUp Are Changing the Face of Compensation


Sponsored by: CuroComp

The #MeToo and #TimesUp campaigns highlight not only issues of systemic sexual harassment in the workplace but also broader issues affecting women, including fair pay. In this session, Gerry O'Neill will explore how these campaigns are affecting the pace of emerging equal-pay legislation in the United States and elsewhere and will discuss how to drive a fair-pay agenda within your own organization. Learn about conducting self-audits for equal pay, gain an understanding of the difference between equal pay and gender-pay gaps and ensure pay transparency is an integral part of your rewards agenda.




Tech/Demo Session:
A Marriage of Equals: Using Proxy and Survey Data to Support Your Annual Compensation Calendar


Sponsored by: Main Data

Compensation is center stage, the focus of attention-grabbing media coverage on topics ranging from pay inequality to CEO pay ratio and tax-reform benefits. More than ever, it's critical for HR to have quick access to accurate information to help make annual pay decisions. In this session, four experts will explore how attendees can use online survey and proxy pay data to support annual compensation planning. Learn how executive compensation pay data from publicly available proxy information and proprietary salary surveys can help create competitive insights into what's happening in a given industry or select peer group.




Tech/Demo Session:
Live Demo: The 30-Minute End-to-End Compensation Review


Sponsored by: eeStrategy

You can conduct end-to-end, math-free compensation reviews without sacrificing compliance or strategy. We'll show you how our technology with embedded analytics makes it possible. Attend to experience live and in under one hour how to:
- Conduct soup to nuts compensation review for companies of any size;
- Ensure strategic and compliant outcomes that maximize the value of your people;
- Deliver both time and cost savings to your organization
Come hear how you can quickly deliver higher-quality pay decisions with a user experience that managers love.

P.S. Tell us what you'd like to see covered in the demo at https://eeStrategy.com/TR2018Demo.


  1:30PM-2:30PM

A New Reward Framework for the Future


Unilever continues to be a market leader by adapting to changing conditions. They recently changed their Rewards Framework for senior executives to align with their new strategic focus. It's simpler, increases shareholding levels throughout their management population, ensures consistent alignment of performance measures, and increases the timeframe over which incentives are delivered. While aspects of the framework are different from current trends, it reflects Unilever's philosophy toward talent which is at the center of their strategy. Attendees will learn how this approach works and what it is intended to deliver from one of the world's top Total Reward thought leaders.




CEO Pay Ratio, Year 1: Lessons from the Front Lines


Pay ratio is here, and the first wave of disclosures has been filed. There's no more guessing about what others are doing. It's now about seeing how your company stacks up in disclosure strategy, analysis process, use of the rule's discretion, and the ratio itself. This panel will discuss lessons learned in the first disclosure year from the perspective of practitioners, consultants, and attorneys. If you have a later fiscal year, use these lessons to nail your own disclosures. If you've already filed, learn where you stand and how you can make next year's disclosure as smooth as possible.




Disaster Preparedness: Managing the Employee Experience in a Crisis


The need to be fully prepared for natural and man-made disasters is a reality for every organization. And while most organizations have a risk function to plan for and manage disasters, they too often fail to address the workforce component. In this session, Jeffrey Sarnacki and John Cooper explore how and why it's critical for HR leaders to understand, anticipate and plan for disasters. Attendees learn that, as tragic as many disaster scenarios can be, there are steps that can and should be taken before, during and after to support both their employees and their organizations.




Hacking Extrinsic Motivation


For decades, employees have cried out for cash rewards. Researchers have recommended that gift cards, travel and merchandise are better motivators than cash. Often, though, these extrinsic motivators fail to consider the value of intrinsic motivations, and senior leaders too often fall into either intrinsic or extrinsic perspectives, rather than an integration of the two. Going beyond Dan Pink and B.F. Skinner, presenters Tim Houlihan and Kurt Nelson hack the conventional thinking around motivation and unite key elements of both approaches into identifiable practices. Hear the latest research on the science of motivation as well as the barriers that keep humans from acting in our best self-interests.




Increasing the Effectiveness of Variable Pay


More organizations are introducing variable pay programs to their broad-based employee populations in hopes that they will result in greater focus on key initiatives and improved business results. With merit budgets stagnant at an all-time low, variable pay is being viewed as the most promising way to pay for performance. Research shows common patterns in areas where variable pay plan effectiveness could be significantly improved. This session will apply Aon's proprietary research on variable pay to discuss common variable pay plan strengths and weaknesses and will illustrate the key differences between effective and ineffective broad-based employee variable pay plan designs.




Medical Marijuana and Drug-Free Workplace Rules


While marijuana use is still illegal federally, medical marijuana is legal in 29 states plus Washington, D.C., and for recreational use in 8 states. This poses an interesting dilemma for employers on how to best approach drug-free work environment policies, particularly for multi-state employers. And the issue is further complicated by emerging case law. Presenters Robyn Cameron and Malinda Riley address the latest laws and cases of relevance, and what employers are doing with workplace policies in response, touching on all workplace testing programs, including pre-employment, random, post-accident screenings and any other testing. Attendees will learn a suggested roadmap for navigating policy approach.




Sponsored Session:
How Performance Recognition Impacts Your Workforce


Sponsored by Engage2Excel

While organizations have long recognized employees' length of service, performance-based recognition programs have become increasingly popular. But what do employees think about these programs? Join Jeff Gelinas as he shares insights from Engage2Excel's recent "Trendicators Survey Report," which found that organizations that adopt performance-recognition programs have employees who are twice as likely to recommend their organization as a great place to work. You'll hear the similarities and differences between employers' and employees' perspectives on these programs, and walk away with an understanding of how you can make the most of recognition programs in your organization. In addition, Joe Forquer from Atrium Health will bring performance recognition to life by sharing best practices and key takeaways from their program.




What CEOs REALLY Want from HR


The world has changed dramatically and leaders can no longer rely on old paradigms to succeed. This creates enormous opportunity for HR professionals to bring fresh thinking to the table. Crafted from interviews with C-Suite executives and compelling research from renowned global researchers, this session will reveal how to create the best workplace possible. Topics include specific guidance on trends in corporate culture, creating breakthrough performance, the provocative future of organizations, and the exciting field of neuroscience for growing talent. Attendees will hear fascinating details about what CEOs really want from HR, and what truly keeps them from getting more involved with employee engagement.




Why Training Your Managers to Talk Comp Is Inspired Thinking


Modern HR practitioners recognize compensation's role in driving employee engagement and retention, and design pay programs to be competitive and equitable. Yet, many compensation professionals continue seeing a gap between the realities of their pay programs and employees' perception of fairness. To address this gap, you need a framework to communicate the compensation philosophy effectively and leverage managers to help employees better understand their pay. Valerie Fitzon-Moore and Kim Scott explore the challenges of enabling managers to navigate uncomfortable discussions around pay programs, and attendees come away with an actionable framework to become a compensation beacon within the organization.




Your Career in a Changing World: Perspectives from WorldatWork's Society Board


Have you been thinking about where your career will head in an environment of leaner organization structures? How will you stay current with the speed of technological change and its entrance into your profession? And will it even matter if you are current? Join members of the WorldatWork Society of Certified Professionals Board for a fascinating and insightful conversation about what the future of your profession looks like. Learn from experts who've seen the world change, are talking to business leaders about these changes and what it all means for the future of compensation. Come loaded with questions, and participate in an engaging exchange.


  2:30PM-3:00PM

Networking Break


  3:00PM-4:00PM

A 35-Year-Old Produce Company Structured Like a Startup


Mission Produce's strategy to recruit a bright millennial workforce has resulted in retention of 100% of the interns who have joined the company in the last three years. In an industry not known for innovation, the world's leading producer, distributor, and marketer of Hass avocados is recruiting, retaining, and inspiring a young workforce through a culture of growth and opportunity that includes rapid promotions, exposure to executives, innovative onboarding, access to learning, opportunity to travel, and a commitment to making work fun. Attendees will learn strategies to keep an evolving workforce engaged and receive a copy of Mission's unique department cultures magazine.




Creating Magic Grading Maps


Magic grading maps are an essential auditing tool for internal equity of grades, and a wonderful information tool for management. They draw from a single list of jobs/grades, and present the information in a matrix form, with function/business unit horizontally, grade vertically, and an optional drop-down to show just one company or area. The grading maps can be updated from new job data in seconds, always showing the exact number of rows required per grade. After this session attendees will be able to create user-friendly, 100% accurate and up to date grading maps with minimal effort.




Creating the Future in Real Time: Innovating, Leading and Learning as the World of Work Changes


Most CHROs agree: It's time to radically retool HR. But even the most visionary among us struggle to meet this challenge. After all, the world of work and talent is changing at unprecedented speed, ushered in by the increasing use of automation, robotics and AI. In this panel discussion, three workforce futurists and leaders discuss the significant forces affecting organizations and the way work gets done. Attendees will hear about current issues through the lens of social and organizational reconfiguration, innovation and competition, and walk away with a better understanding of how to drive a revolution that delivers on business performance.




Executive Compensation Trends & Developments: Perspectives from Top Consultants


Join a distinguished panel of consultants who will discuss key trends and important developments in today's increasingly complex and rapidly changing world of executive compensation. Their interactions with numerous compensation committees across a wide swath of industries informs their expert insights and perspectives about executive rewards strategy and design. Come hear their viewpoints on the driving forces, new and emerging trends and important developments to watch in executive compensation, along with their predictions for the future.




Plan | Talk | Thrive: Shifting Focus from Ratings to Contribution


PPL Services initiated a redesign of their performance management and pay linkage process in order to shift from a cumbersome activity centered on past performance and ratings to a focus on the contribution, value and impact an employee makes for the organization. Attendees will learn how the Plan | Talk | Thrive process drives business strategy and evolves organizational culture. Presenters will describe the ins and out of going ratingless, the tactical performance management and pay design decisions they made, and the change and communications strategy that is creating a culture of development, accountability, collaboration and inclusion at PPL.




Reward Program Effectiveness: What Differentiates the World's Most Admired Companies


Join a lively panel discussion on how the rewards practices of Most Admired Companies compare to the rest. Based on Korn Ferry Hay Group's research and perspectives, this session focuses on key differentiators in the areas of rewards strategy, design and execution. Panelists from Fortune's list of the Most Admired Companies will share insights around what they specifically are doing to enable their organization's performance. Attendees will gain unique insights into critical determinants of sustained success in rewards programs that can inform all organizations, whether large or small, public or private, for-profit or nonprofit.




Sales Compensation Primer


For many compensation professionals sales compensation is that "other area" of compensation that looks nothing like broad-based or executive compensation. If you have recently taken on sales compensation are always wanted to know what your sales compensation colleagues do, this session is for you. The presenter will review sales compensation basics, provide you with a simple framework on how to think about sales compensation, and lay out why sales compensation is different. Topics will include: why sales compensation pay mix is so much more leveraged than other roles, why salespeople should be considered "profit centers," and what factors motivate salespeople besides incentives.




Sponsored Session:
Using Recognition to Drive Engagement: Scotiabank's Strategy


Sponsored by Achievers

As the world of work has continued to evolve, we have seen a transition toward a stronger focus on employees and their values. This shift requires a realignment between company and employee values; when the two don't align, it's obvious. Ramon Edilio Vargas and Vaness Brangwyn explore real-world examples from leading organizations, including Scotiabank to share how these employers are deploying a modern recognition strategy to drive engagement and inspire performance. Attendees at this session will walk away with a best-practice guide for using recognition to drive engagement and inspire performance within their own organizations, ultimately driving business outcomes.




Stop the Generationalizations


Defining workplace demographics and communications preferences across the generations are important steps in developing a communications strategy, but they're only the beginning. Understanding the wants, needs and learning styles of individual employees (and their families) is key to any successful change implementation. In this session, Lori Block and CO-PRESENTER discuss how to use personas to identify likely challenges, areas of resistance and good-news features at the individual level, all while considering personal characteristics like age, gender, tenure with the organization, education and other factors. Attendees will learn to develop personas that represent key stakeholder perspectives, craft an employee experience journey and brainstorm audience-specific messaging.




The Formula for a Winning Company Culture


A holistic approach to total rewards reflects an organization's culture and reinforces its values, from the way compensation is determined to how it's communicated. PayScale's Chris Martin and Rita Patterson share new data and analysis that addresses the connections among employee engagement, communication, performance and compensation. The discussion includes a review of the disconnection between how employees are paid relative to market and how they believe they're paid. Attendees will learn which factors have the most impact on employee satisfaction and intent to leave, and gain insights on how to craft a total rewards program that supports a winning company culture.


  4:00PM-6:00PM

Reception in the Exhibit Hall


Join more than 100 solutions providers and 1,000 of your colleagues for a reception in the Exhibit Hall. Enjoy cocktails and appetizers, and take a shot at winning a prize!



  4:30PM-5:30PM

Executive Compensation Networking Reception


Whether you're in executive compensation or looking to enter the field, please join us for this networking reception hosted by WorldatWork and the WorldatWork Executive Rewards Advisory Council. This is a great opportunity to connect with your peers and learn more about the profession. Drinks and appetizers will be served.

  8:00PM-10:00PM

Member Appreciation Event


Location: Glass Cactus

We're celebrating YOU WorldatWork members with a fun event filled with drinks, dancing, snacks and a few surprises!

  10:30AM-11:30AM

EVP: Pizza Hut's 'Life Unboxed' Story


While the concept of the employee value proposition is becoming more widespread, many companies struggle to understand, design and activate their own. In this session, Michelle Rollins and Amy Stern share a slice of Pizza Hut's journey to its EVP, Life Unboxed. Designed to create internal brand champions and a culture so powerful that customers feel it, the Life Unboxed has resulted in a 10% to 70% drop in turnover among participating locations. Learn why it's important to include the employee voice when building an EVP, and walk away with a practical framework for designing a thoughtful program that activates across the employee lifecycle.




Hey Siri, Are Companies Prepared for the 2025 Workforce?


AI isn't coming; it's already here, and the 2025 workforce is fast approaching. From radical disruptions in technology to dramatic shifts in organizational norms, presenter Timothy Mutrie explores the five major forces shaping the future of work, including technological breakthroughs, major social and organizational shifts, connectivity, global talent and collaboration between humans and machines. Armed with a deep understanding of changing employee expectations, an overview of benefits trends built for the new workforce, and a 2025 workplace readiness assessment, attendees will walk away from this session empowered with the tools and insights needed to cultivate an inspired and engaged future workforce.


  1:30PM-2:30PM

Disaster Preparedness: Managing the Employee Experience in a Crisis


The need to be fully prepared for natural and man-made disasters is a reality for every organization. And while most organizations have a risk function to plan for and manage disasters, they too often fail to address the workforce component. In this session, Jeffrey Sarnacki and John Cooper explore how and why it's critical for HR leaders to understand, anticipate and plan for disasters. Attendees learn that, as tragic as many disaster scenarios can be, there are steps that can and should be taken before, during and after to support both their employees and their organizations.




Hacking Extrinsic Motivation


For decades, employees have cried out for cash rewards. Researchers have recommended that gift cards, travel and merchandise are better motivators than cash. Often, though, these extrinsic motivators fail to consider the value of intrinsic motivations, and senior leaders too often fall into either intrinsic or extrinsic perspectives, rather than an integration of the two. Going beyond Dan Pink and B.F. Skinner, presenters Tim Houlihan and Kurt Nelson hack the conventional thinking around motivation and unite key elements of both approaches into identifiable practices. Hear the latest research on the science of motivation as well as the barriers that keep humans from acting in our best self-interests.




What CEOs REALLY Want from HR


The world has changed dramatically and leaders can no longer rely on old paradigms to succeed. This creates enormous opportunity for HR professionals to bring fresh thinking to the table. Crafted from interviews with C-Suite executives and compelling research from renowned global researchers, this session will reveal how to create the best workplace possible. Topics include specific guidance on trends in corporate culture, creating breakthrough performance, the provocative future of organizations, and the exciting field of neuroscience for growing talent. Attendees will hear fascinating details about what CEOs really want from HR, and what truly keeps them from getting more involved with employee engagement.




Your Career in a Changing World: Perspectives from WorldatWork's Society Board


Have you been thinking about where your career will head in an environment of leaner organization structures? How will you stay current with the speed of technological change and its entrance into your profession? And will it even matter if you are current? Join members of the WorldatWork Society of Certified Professionals Board for a fascinating and insightful conversation about what the future of your profession looks like. Learn from experts who've seen the world change, are talking to business leaders about these changes and what it all means for the future of compensation. Come loaded with questions, and participate in an engaging exchange.


  3:00PM-4:00PM

Creating the Future in Real Time: Innovating, Leading and Learning as the World of Work Changes


Most CHROs agree: It's time to radically retool HR. But even the most visionary among us struggle to meet this challenge. After all, the world of work and talent is changing at unprecedented speed, ushered in by the increasing use of automation, robotics and AI. In this panel discussion, three workforce futurists and leaders discuss the significant forces affecting organizations and the way work gets done. Attendees will hear about current issues through the lens of social and organizational reconfiguration, innovation and competition, and walk away with a better understanding of how to drive a revolution that delivers on business performance.




Reward Program Effectiveness: What Differentiates the World's Most Admired Companies


Join a lively panel discussion on how the rewards practices of Most Admired Companies compare to the rest. Based on Korn Ferry Hay Group's research and perspectives, this session focuses on key differentiators in the areas of rewards strategy, design and execution. Panelists from Fortune's list of the Most Admired Companies will share insights around what they specifically are doing to enable their organization's performance. Attendees will gain unique insights into critical determinants of sustained success in rewards programs that can inform all organizations, whether large or small, public or private, for-profit or nonprofit.




Sponsored Session:
Using Recognition to Drive Engagement: Scotiabank's Strategy


Sponsored by Achievers

As the world of work has continued to evolve, we have seen a transition toward a stronger focus on employees and their values. This shift requires a realignment between company and employee values; when the two don't align, it's obvious. Ramon Edilio Vargas and Vaness Brangwyn explore real-world examples from leading organizations, including Scotiabank to share how these employers are deploying a modern recognition strategy to drive engagement and inspire performance. Attendees at this session will walk away with a best-practice guide for using recognition to drive engagement and inspire performance within their own organizations, ultimately driving business outcomes.




The Formula for a Winning Company Culture


A holistic approach to total rewards reflects an organization's culture and reinforces its values, from the way compensation is determined to how it's communicated. PayScale's Chris Martin and Rita Patterson share new data and analysis that addresses the connections among employee engagement, communication, performance and compensation. The discussion includes a review of the disconnection between how employees are paid relative to market and how they believe they're paid. Attendees will learn which factors have the most impact on employee satisfaction and intent to leave, and gain insights on how to craft a total rewards program that supports a winning company culture.


  10:30AM-11:30AM

AI in Comp Technology: Smart Tech Empowering Smart People


To stay competitive, best-in-class organizations are leveraging smart technologies like AI and machine learning to transform their compensation strategies and processes. Attendees will hear how AI and predictive analytics are accelerating workflows, improving efficiencies and making staying competitive easier than ever. In this session, Chris Knize and Andy Linn demystify predictive analytics and machine learning processes, walk through why organizations like yours can no longer afford to rely on traditional data sources for market pricing, and explain how leading companies are leaning on AI to bring new data to light during the pricing process.




Crowdsourced Compensation Data: Do We Trust It?


LinkedIn, Glassdoor and other social media sites have recently launched platforms for users to submit and research compensation data for both current and potential roles in the market. Compensation professionals must remain informed of compensation data trends and the sources employees, managers and HR business partners are exposed to. This session will explore the emergence of crowdsourced compensation data and the methodologies used by major suppliers of this information. Attendees will be equipped with tools to navigate effectively the introduction of new data sources into conversations around pay equity as well as how to identify sources that should not be used.




Getting Crushed by Salary Compression?


Salary compression is a critical issue for organizations, no matter the strength or weakness of the labor market. Compression leads to low productivity and morale and high turnover, yet it is a problem with clear remedies. This panel will touch on four key areas HR can actively pursue to minimize compression in their organizations (communication, pay mix, monitoring the market, and flexibility), and will look at the role of external influences such as the FLSA overtime rule. Attendees will see survey data that illustrates market trends and shows how their peers are responding to the pay compression issue.




Sponsored Session:
Achieving Exceptional Incentive Comp Agility with a Center of Excellence


Sponsored by Optymyze

First Citizens Bank's manual processes and business unit-level approach to sales comp were hampering efficiency and leading to an array of compensation plans. By automating sales compensation and centralizing its incentive compensation function, First Citizens successfully increased accuracy, eliminated redundant work and streamlined its compliance process. In this session, Andrea Bascom and Arturo Bentin share a firsthand look at this compelling, real-life business example. Attend this session and take away lessons that will help you add harmony to your incentive comp, automate processes to give time back to your salesforce, and learn actionable approaches that lead to improved sales performance.


  1:30PM-2:30PM

Increasing the Effectiveness of Variable Pay


More organizations are introducing variable pay programs to their broad-based employee populations in hopes that they will result in greater focus on key initiatives and improved business results. With merit budgets stagnant at an all-time low, variable pay is being viewed as the most promising way to pay for performance. Research shows common patterns in areas where variable pay plan effectiveness could be significantly improved. This session will apply Aon's proprietary research on variable pay to discuss common variable pay plan strengths and weaknesses and will illustrate the key differences between effective and ineffective broad-based employee variable pay plan designs.




Sponsored Session:
How Performance Recognition Impacts Your Workforce


Sponsored by Engage2Excel

While organizations have long recognized employees' length of service, performance-based recognition programs have become increasingly popular. But what do employees think about these programs? Join Jeff Gelinas as he shares insights from Engage2Excel's recent "Trendicators Survey Report," which found that organizations that adopt performance-recognition programs have employees who are twice as likely to recommend their organization as a great place to work. You'll hear the similarities and differences between employers' and employees' perspectives on these programs, and walk away with an understanding of how you can make the most of recognition programs in your organization. In addition, Joe Forquer from Atrium Health will bring performance recognition to life by sharing best practices and key takeaways from their program.




Why Training Your Managers to Talk Comp Is Inspired Thinking


Modern HR practitioners recognize compensation's role in driving employee engagement and retention, and design pay programs to be competitive and equitable. Yet, many compensation professionals continue seeing a gap between the realities of their pay programs and employees' perception of fairness. To address this gap, you need a framework to communicate the compensation philosophy effectively and leverage managers to help employees better understand their pay. Valerie Fitzon-Moore and Kim Scott explore the challenges of enabling managers to navigate uncomfortable discussions around pay programs, and attendees come away with an actionable framework to become a compensation beacon within the organization.


  3:00PM-4:00PM

Creating Magic Grading Maps


Magic grading maps are an essential auditing tool for internal equity of grades, and a wonderful information tool for management. They draw from a single list of jobs/grades, and present the information in a matrix form, with function/business unit horizontally, grade vertically, and an optional drop-down to show just one company or area. The grading maps can be updated from new job data in seconds, always showing the exact number of rows required per grade. After this session attendees will be able to create user-friendly, 100% accurate and up to date grading maps with minimal effort.




Plan | Talk | Thrive: Shifting Focus from Ratings to Contribution


PPL Services initiated a redesign of their performance management and pay linkage process in order to shift from a cumbersome activity centered on past performance and ratings to a focus on the contribution, value and impact an employee makes for the organization. Attendees will learn how the Plan | Talk | Thrive process drives business strategy and evolves organizational culture. Presenters will describe the ins and out of going ratingless, the tactical performance management and pay design decisions they made, and the change and communications strategy that is creating a culture of development, accountability, collaboration and inclusion at PPL.


  10:30AM-11:30AM

Sales Compensation: 5 High-Impact Issues


Sales compensation solutions evolve with changing conditions. Learn how five high impact issues affect best-in-class sales compensation plan designs: changing go-to-customer strategies, understanding sales motions including solution selling, rising corporate sales compensation governance and its worldwide implications, searching for and plugging sales compensation leakage, and measuring and rewarding monthly recurring revenue. Attendees will learn how to navigate the five issues, and even get a bonus topic: engaging board of directors in sales compensation assessment and alignment.


  3:00PM-4:00PM

Sales Compensation Primer


For many compensation professionals sales compensation is that "other area" of compensation that looks nothing like broad-based or executive compensation. If you have recently taken on sales compensation are always wanted to know what your sales compensation colleagues do, this session is for you. The presenter will review sales compensation basics, provide you with a simple framework on how to think about sales compensation, and lay out why sales compensation is different. Topics will include: why sales compensation pay mix is so much more leveraged than other roles, why salespeople should be considered "profit centers," and what factors motivate salespeople besides incentives.


  10:30AM-11:30AM

Guiding Principles for Governance and Design of Executive Compensation Programs


While the compensation profession has developed a significant body of knowledge and best practices, we still lack the core guiding principles of professions like law, medicine, or accounting. Willis Towers Watson's senior team has taken the lead in developing a comprehensive compendium of overarching and operational principles for the governance and design of executive compensation. Attendees will be introduced to the WTW compensation principles framework, including overarching principles, which guide every decision, as well as more detailed operating principles on a variety of specific topics and learn how guiding principles have helped specific companies make more effective executive compensation decisions.




The View: Women in Exec Comp Edition


Join this session for coffee and conversation with women leaders in executive compensation. Hear them discuss hot topics in executive compensation as well their experiences as women in the profession. Ask your questions about how to be successful, hear professional development ideas and learn how to address challenging situations. You'll understand the fun part of being a woman in executive compensation, mixed with some war stories and the opportunity to network with friends both old and new.


  1:30PM-2:30PM

A New Reward Framework for the Future


Unilever continues to be a market leader by adapting to changing conditions. They recently changed their Rewards Framework for senior executives to align with their new strategic focus. It's simpler, increases shareholding levels throughout their management population, ensures consistent alignment of performance measures, and increases the timeframe over which incentives are delivered. While aspects of the framework are different from current trends, it reflects Unilever's philosophy toward talent which is at the center of their strategy. Attendees will learn how this approach works and what it is intended to deliver from one of the world's top Total Reward thought leaders.




CEO Pay Ratio, Year 1: Lessons from the Front Lines


Pay ratio is here, and the first wave of disclosures has been filed. There's no more guessing about what others are doing. It's now about seeing how your company stacks up in disclosure strategy, analysis process, use of the rule's discretion, and the ratio itself. This panel will discuss lessons learned in the first disclosure year from the perspective of practitioners, consultants, and attorneys. If you have a later fiscal year, use these lessons to nail your own disclosures. If you've already filed, learn where you stand and how you can make next year's disclosure as smooth as possible.


  3:00PM-4:00PM

Executive Compensation Trends & Developments: Perspectives from Top Consultants


Join a distinguished panel of consultants who will discuss key trends and important developments in today's increasingly complex and rapidly changing world of executive compensation. Their interactions with numerous compensation committees across a wide swath of industries informs their expert insights and perspectives about executive rewards strategy and design. Come hear their viewpoints on the driving forces, new and emerging trends and important developments to watch in executive compensation, along with their predictions for the future.


  10:30AM-11:30AM

Two Companies + A Similar Approach = Happy Employers, Employees


This case study presentation begins with a tale of two organizations and proven successful methods that were implemented to beat trend. Laura Tobin, Abby Chrest and Michael Barsoum focus the discussion on self-insured plans, though attendees with fully-insured plans also will benefit. Learn the specific steps used to determine and build a strategic approach that effectively shifts the benefits offerings to valuable offerings for both employers and employees, and walk away with samples, templates and checklists for real-world use.


  1:30PM-2:30PM

Medical Marijuana and Drug-Free Workplace Rules


While marijuana use is still illegal federally, medical marijuana is legal in 29 states plus Washington, D.C., and for recreational use in 8 states. This poses an interesting dilemma for employers on how to best approach drug-free work environment policies, particularly for multi-state employers. And the issue is further complicated by emerging case law. Presenters Robyn Cameron and Malinda Riley address the latest laws and cases of relevance, and what employers are doing with workplace policies in response, touching on all workplace testing programs, including pre-employment, random, post-accident screenings and any other testing. Attendees will learn a suggested roadmap for navigating policy approach.


  3:00PM-4:00PM

A 35-Year-Old Produce Company Structured Like a Startup


Mission Produce's strategy to recruit a bright millennial workforce has resulted in retention of 100% of the interns who have joined the company in the last three years. In an industry not known for innovation, the world's leading producer, distributor, and marketer of Hass avocados is recruiting, retaining, and inspiring a young workforce through a culture of growth and opportunity that includes rapid promotions, exposure to executives, innovative onboarding, access to learning, opportunity to travel, and a commitment to making work fun. Attendees will learn strategies to keep an evolving workforce engaged and receive a copy of Mission's unique department cultures magazine.




Stop the Generationalizations


Defining workplace demographics and communications preferences across the generations are important steps in developing a communications strategy, but they're only the beginning. Understanding the wants, needs and learning styles of individual employees (and their families) is key to any successful change implementation. In this session, Lori Block and CO-PRESENTER discuss how to use personas to identify likely challenges, areas of resistance and good-news features at the individual level, all while considering personal characteristics like age, gender, tenure with the organization, education and other factors. Attendees will learn to develop personas that represent key stakeholder perspectives, craft an employee experience journey and brainstorm audience-specific messaging.

Tuesday, May 22, 2018


  8:30AM-9:30AM

Networking Breakfast


  9:30AM-9:45AM

Networking Break


  9:45AM-10:45AM

Breaking the Barriers to Rebooting Performance Management


The business environment has experienced significant change driven by globalization and shifts in the workforce's expectations. Despite these changes, more than 80% of global organizations still manage performance with techniques first pioneered in the middle of the last century. Why are so many stuck in the old ways? Join Tamra Chandler as she discusses how to rethink and redesign your approach to performance management, specifically addressing how to rebuild the connection between pay and rewards and performance. Attendees will be on their way to a modern performance management program that's optimized for today's increasingly connected, customizable and Millennial-driven business world.




Considerations Before Implementing an Unlimited PTO Program


Challenged to meet or exceed the more than 30 different sick-leave laws across the United States, is unlimited paid time off a viable alternative? Or is it too much of a good thing? In this session, Marina Galatro shares what to know and consider before transforming their total rewards strategy to include an unlimited PTO program. Attendees learn how to rethink paid time off strategies, hear about the pros and cons of unlimited time, and get an overview of organizations that currently have an unlimited PTO program in place and whether it really works for everyone.




Education as a Benefit: The Modern Apprenticeship


A tight labor market is translating into annual frontline turnover rates of more than 100% in America's fastest growing job sectors: food service, health care, customer service and hospitality. And top companies are feeling the pain, to the tune of more than $10 billion per year. To combat this, an innovative group of Fortune 500 HR leaders is addressing these challenges by investing in education as a strategic benefit. This fireside chat and Q&A session features leaders from top companies discussing their revolutionary approach to education benefits programs and the dramatic outcomes they're seeing in retention, turnover and promotion.




Effective Sales Compensation: At the Corner of Plan Design and Operational Assessment


Many organizations determine if their sales compensation plans are working by gathering ad hoc information and doing spot analytics. But choosing among a multitude of possible metrics can be difficult - which are the right metrics? Which will have the deepest impact on growth? Which provide the full picture of the sales organization performance, and not just a surface level evaluation? Sales incentive program design and operational assessment are both riddled with pitfalls. In this session, presenters will outline three plan design and operational assessment pitfalls to avoid when rolling out your 2018 sales incentive program.




Gender Pay Equity: What You and Your Committee Need to Know


Gender pay equity is jam-packed with nuance, as most parties agree on the high-level principles but struggle to arrive at a common platform for assessing imbalances. Presenters Takis Makridis and Blair Jones discuss common ways of testing for potential problems and red herrings to avoid in the data. Core to their message: demonstrating to your compensation committee that you are proactively managing this issue. Attendees will learn the types of questions the compensation committee should be asking, how to lead internal initiatives and what constitutes a rigorous analytical approach for arriving at supportable conclusions.




Hot Topics & Evolving Equity: Changing LTI in a Changing World


We know that one size doesn't fit all. But even the right size doesn't fit forever. Long-term incentives must adapt or risk falling behind - and in a world of tight equity budgets and hot job markets, falling behind means failure. What are the ways the world is changing, and how can you refine your LTI plans to adapt? This panel will focus on proxy advisor-driven share pool constraints, acquisitions and divestitures, big changes in your stock price or the broader market, and other timely issues. Learn how to keep your plans performing at their potential in an ever-changing world.




Leading Successfully When the Brain Has a Mind of Its Own


Why do some employees fail to reach full potential, despite your best efforts to develop them? The answer lies in the powerful primal functions of our brains, which continuously influence our own behavior and the behaviors of those we lead. Because leadership success is dependent on influencing other people, it's imperative we customize communications and approaches for each individual. This session will focus on the Neuro-Leadership Model and offer a vision of the future of leadership. With so much talent at stake in organizations, leaders are well-served to utilize every tool available to bring out the best in others.




Sponsored Session:
Avoiding the Five Pitfalls of Employee Recognition Programs


Sponsored by Motivosity

You know recognizing employees for great work is important. But given the different backgrounds, experiences, ages and wants and needs of a diverse employee population, the challenge becomes operationalizing recognition into something your entire team looks forward to rather than dreads. Health Catalyst cracked the code, successfully boosting engagement levels from 30% to more than 90%. Join Tom Burton and Joe Staples in this information-packed, entertaining session where they share the story. Attendees will walk away with an understanding of how to deliver an employee recognition program that builds trust, increases visibility, establishes a connection with the team and drives real results.




Total Rewards for the New Digital Economy


Organizations preparing Future of Work face a number of challenges that need new solutions. Adapting to the digital economy requires innovative talent strategies that drive rapid change. Drastic workforce changes include shifting demographics, developing talent, growing employee expectations, transformation of HR and globalizing workforces. A critical element to be addressed in this transition is Total Rewards, because just as workforces are changing dramatically, rewards programs are evolving as well. This session will help you understand the common workforce challenges emerging in organizations today, share some of the leading practices in rewards functions as practitioners prepare for the changing workforce and unveil critical components needed for successful rewards programs today.


  10:45AM-11:00AM

Networking Break


  11:00AM-12:00PM

5 Lessons Learned by Early Adopters of Flexible and Virtual Work Arrangements


The virtual workplace has come a long way from the traditional workplace to today's environment where workers can do great work from anywhere. History shows great progress, great failures, and great resilience from organizations working to leverage all the tools available to enable their people to do their best work and live their best lives. In this session, a leader in work-life effectiveness and a respected author/academician come together to dive into five crucial lessons learned over the years and share tools and best practices you can use in your own organization to ensure fully effective virtual teams.




Executive Compensation in Multi-Generational Family Companies


Marvin is a family owned company known for successfully balancing profit and values. In 2017, Marvin made a long-planned but significant transition from the third to the fourth generation of family leadership and governance. While the fourth generation had ambitious plans that included redesigning Marvin's compensation philosophy, guiding principles, and incentive structures, the company's values are unchanging. Attendees will learn how a family business moves from one generation of leadership and governance to the next, how they think about pay and performance, and how they structure their incentive plans to reflect and reinforce the ambitious strategy of a new generation of leadership.




Fantastic Performance Awards and Where to Find Them: The Ever-Evolving World of Performance Equity


Unless you've been living at Hogwarts, you know performance awards are a staple of long-term incentive plans with over 80% of companies now using them. But what are the best metrics? What is the most appropriate mix compared to time-based awards? What are cutting-edge companies doing with performance awards? Join this panel of compensation wizards as they discuss market prevalence, trends, and specific examples of companies that have found an appropriate balance. Attendees will hear results of Aon's Relative Total Shareholder Return survey and insights from two companies about how performance awards have evolved for them.




Hey Siri, Are Companies Prepared for the 2025 Workforce?


AI isn't coming; it's already here, and the 2025 workforce is fast approaching. From radical disruptions in technology to dramatic shifts in organizational norms, presenter Timothy Mutrie explores the five major forces shaping the future of work, including technological breakthroughs, major social and organizational shifts, connectivity, global talent and collaboration between humans and machines. Armed with a deep understanding of changing employee expectations, an overview of benefits trends built for the new workforce, and a 2025 workplace readiness assessment, attendees will walk away from this session empowered with the tools and insights needed to cultivate an inspired and engaged future workforce.




Scary, Ugly, Nasty Compensation Questions You Fear Being Asked


"If our company says it hires the best talent, why do we set our base cash targets at median?" "With 3% annual increases, how many years will it take me to reach my salary range midpoint?" We've all been there: The compensation question from an executive or employee that you don't feel comfortable answering. Dow Scott will facilitate this panel of consultants and practitioners who will share some of the toughest questions they've faced over the years and how they've responded. Attendees are encouraged to bring their own questions and leverage the collective thinking of panelists and their peers.




Sponsored Session:
Rebels with a Cause: Innovative Rewards Rebels Are Breaking the Rules


Sponsored by Reward Gateway

Come for the tools, leave having unleashed your inner rebel who designs and delivers innovative rewards programs. Debra Corey, co-author of "Build It: A Rebel Playbook for Employee Engagement," will share stories from rebels such as The Gap Inc., Buffer Enterprises Inc. and Zappos.com Inc. Joining Debra will be Maryanne Viegelmann, who will share how LinkedIn re-energized the well-being tradition of InDay, which gives employees time to focus on themselves, the company and the world. Attendees who attend this session will come wondering, "How can I kickstart my own 'rebelution' back at headquarters?", and they'll leave with the answers.




The Compensation Revolution: Technology's Transformative Effect on the Industry


In the past two decades, we've seen technology innovate nearly every aspect of our lives, revolutionizing dozens of industries and transforming how we get our jobs done … except in compensation. Yes, technology has helped, but nothing revolutionary has happened. Join Jeff Laliberte in this session, where he'll discuss where the industry is heading, why compensation is becoming more visible and accountable, and what it all means for your organization's business strategy. Speaker Elizabeth Blencoe will talk about how she's applying revolutionary technology to T-Mobile's compensation practices and the transformation it's driving.




The HSA in Your Future


In 2004, Jack Towarnicky was asked to predict the future of health spending accounts (HSAs). His words: "25 years ago, no one had heard of the 401(k); 25 years from now, everyone will have an HSA." Though only 14 years since that prediction, today there are 20 million HSA accounts and $45 billion in HSA assets - and those numbers aren't slowing. In this session, Towarnicky reviews the growth of HSA activity and projects future growth and explains the available tax preference and how it enhances the value of your rewards program. Attendees will also get specific guidance on how to adopt, implement and execute a defined contribution retiree medical strategy.




Thriving in a Disrupted World


Mercer will share its newest research into what it takes for companies to thrive in an age of disruption. This includes a focus on how employee expectations are evolving and the four steps for thriving - not just surviving - during disruption: crafting a future-focused people strategy; curating a compelling value proposition; creating a thriving work environment, and cultivating a lab mindset. Attendees will learn how to use personas and technologies to deliver a "workplace for me," and how to use analytics and experimentation to develop a next generation people strategy to help your people and your organization thrive.




Working Collaboratively to Deliver Effective Sales Communication


Working with internal resources to develop and deliver effective sales communication plans for a global organization with six regions, 63 unique plans and more than 300 sellers was daunting. In this session, Malika Terry, Bob Pasko, Randy Hightower and Scott Taylor, all from InterContinental Hotels Group, describe how the organization's global sales operations team partnered with the compensation and benefits team to successfully deliver its best annual sales incentive plans to date. Attendees gain a high-level overview of IHG's path to sales incentive plan redesign, including identifying deficiencies, improving documentation and communication, and addressing process gaps.


  11:30AM-2:30PM

Exhibit Hall Open


  12:00PM-2:00PM

Lunch in the Exhibit Hall


Sponsored by: Culpepper and Associates, Inc.



  12:30PM-1:30PM

Tech/Demo Session:
Ensuring Success with a Proactive Approach and Powerful Storytelling


Sponsored by: Salary.com

To stay competitive, best-in-class organizations are leveraging smart technologies like AI and machine learning to transform their compensation processes. In this session, Scott Sargent shares how CompAnalyst's AI and predictive analytics technology can deliver new competitive intelligence, proactive alerts, smart job matches, and improved future-state modeling. Attend this session to see how marrying external market data and internal company data can deliver 360-degree insights and powerful storytelling to your business. You'll learn why a proactive compensation solution is critical to attracting, engaging, and retaining talent in today's market.

This session also being presented on Monday at 12:00 p.m.





Tech/Demo Session:
Entering Indebted: Tackling the Student Debt Crisis to Improve Employees' Financial Wellness


Sponsored by: CommonBond

Student debt is rising at a dramatic pace: In 2016, the average graduate had $37,172 in student loans. The stress that comes with student debt affects employees of all ages and reduces employee productivity while at the same time increasing turnover rates. Join Tara Fung in this session to hear key insights on the surprising prevalence of student debt in today's workforce. She will also share what companies are choosing to do to address this growing concern. Learn concrete and simply ways you can start integrating student debt assistance into your organization's benefits packages.




Tech/Demo Session:
There Has Got to be a Better Way to do Comp: Practical advice on avoiding costly missteps that slow the process, lead to unforeseen (and often unrealized) mistakes.


Sponsored by: HRSoft

Compensation is complicated and seems to get more complex with each cycle. What can you do to manage it more effectively? There's a lot you can do, but to get there you must know the end game. Join Jody Burton, Nyna Kent, and Austin Muzumdar as they share insights gained from decades of real-life experiences in effectively planning and implementing sustainable, automated compensation solutions. Walk away with practical advice gained from Jody and Nyna's experience in their internal HR roles and Austin's experience from the consultant/vendor side on avoiding costly missteps that slow the process, lead to unforeseen (and often unrealized) mistakes, and reflect negatively on the organization and the team.


  2:00PM-3:00PM

AI, Automation and Machine Learning: The Digital Future of Rewards


The amount of data the world produces doubles annually. It contains information on how we think and feel and, increasingly, it predicts how we behave at work and at home. When nearly everything has been made intelligent, what will total rewards and the TR role look like? For rewards professionals, enhancements in machine learning and AI will center on new human capital and TR strategies, and more effective business practices. Join Chris Dobyns and Angela Hubbe as they recap the current state and discuss the future that AI, automation and machine learning will play in the TR professional's role.




Could the Future of Job Evaluation Be None at All? Going Level-Less at Siemens


In a marked departure from traditional practices, Siemens, one of the world's largest, most complex and heavily matrixed multinationals, embarked on a journey to become less hierarchical and more agile, transparent and flexible. The result? The organization eliminated all levels within its senior management group. What are the risks and complications of going "level-less"? Is it a viable model for other organizations? What are the implications for compensation and benefits and HR? Presenters Steven Seltz and Mario Chlebowy discuss their thinking and objectives, and attendees will hear both success and failure stories.




Do Incentives Work? Busting Myths and Bringing Evidence to Pay for Performance


Why do we have incentive programs? The reason often is because that's how we've always done it. And everyone else does it, too! However, performance does not automatically improve simply by having an incentive plan. In this highly practical and interactive session, Fermin Diez addresses questions around incentives by delving into recent studies complemented with real-life applications. Topics include team vs. individual approaches, short- vs. long-term plans, the relevance of pay mix, and various pay practices. Attendees will leave inspired in their thinking on how to drive better company performance through smarter incentives.




Employee Resource Groups: Engagement Through Connection


One of the most effective ways to influence a culture of diversity and inclusion is through employee resource groups (ERGs). Employee-led groups founded in the spirit diversity and support a diverse, inclusive workplace that is aligned with the organization's mission, values, goals and business objectives. ERGs also offer a platform for developing future leaders, increasing employee engagement and inspiring connection. In this session, Ocean Spray's Kristin Chenevert addresses best practices in building a successful program and shares lessons learned along the way. Learn to improve communication and inclusion across the organization, as well as strengthen connection and brand recognition with local communities.




Fresh Perspective: Incentive Plan Design in a Commodity-Driven Business Environment


In terms of incentive design, semiconductor fabricators are similar to petroleum companies or other businesses that make huge capital investments in anticipation of future commodity prices. These companies are high rollers in a risky game where the volatility of financial results leads to extreme outcomes under traditionally structured rewards programs. Micron's experience provides a fresh perspective for similar incentive design challenges found in very different industries. This session addresses two primary questions: To what degree should executives' rewards be subject to their shareholder risk/return proposition? How do we design and calibrate programs to deliver the desired level of alignment?




Public Policy & Total Rewards: What You Need to Know


Workplace issues continue to be hotly debated by federal policymakers in Congress and the Trump administration, and these public policy decisions can have a significant effect on business operations. Join Melissa Murdock as she walks through a high-level overview of the top issues total rewards professionals need to know to keep their organizations current on pending policy shifts. This session covers FLSA overtime changes; minimum wage; paid leave, the Securities and Exchange Commission's action on executive compensation; the Cadillac tax on employer-sponsored health-care plans; and other important legislative, regulatory and legal issues.




Qualified Plan Loans: Evil or Essential?


For most wage earners, their 401(k) or 403(b) account is their largest cash asset. Each month, many Americans pay one or more bills electronically or online, yet almost all plans lack this capability. The failure to offer this basic, 21st Century electronic banking functionality has contributed significantly to the leakage from qualified plans (remember: plan loans aren't leakage unless they're not repaid, and the vast majority are repaid). In this session, Jack Towarnicky challenges service providers and explains why plan loans are the preferred method to access retirement assets before retirement. Attendees will learn how 21st century functionality will actually increase employees' retirement assets.




Sponsored Session:
Building a Human Workplace Through Recognition


Sponsored by Globoforce

Recognition is strongly linked to business performance by improving employee retention and engagement, and by creating a positive work experience. In this session, speakers from Merck share their journey to create an award-winning global recognition program that inspires nearly 70,000 employees to do their best work. Attendees will hear perspectives on Merck's keys to success as well as the effect recognition has on the culture and how that leverages the capabilities of social recognition. Walk away with an understanding of global vs. phased rollout considerations, how to leverage global ambassadors and ways to overcome challenges with a program of this scale.




The Future of Rewards, in Focus


Globalization, competition for talent, advances in technology and shifts in the composition of the workforce are reshaping how people work and interact. Based on the results of two surveys, researchers Pete DeBellis and Dow Scott examine how these forces have affected - and will continue to affect - employer rewards offerings. Attendees will hear DeBellis address what's working in the field of total rewards from the perspective of rewards leaders. In turn, Scott will share how rewards leaders see technology and will discuss the scarcity of talent and workforce changes that will shape basic rewards programs in the next five to 10 years.




Understanding Executive Compensation in 60 Minutes


What can you learn about executive pay in 60 minutes? Find out in this fast-paced, lively review where the expert panel explores information on a wide range of executive pay and board governance topics. They'll start with a few nuggets on compensation strategy, then will address executive pay design as they move through the various components of executive pay. Attendees at this quick, practical session walk away with a broad view of executive pay and be able to spot potential concerns and ask questions that may come up in executive pay design.


  3:00PM-3:30PM

Networking Break


  3:30PM-4:30PM

A Fanatical Focus on Total Well-Being


Like many organizations, Navient Corp. constantly strives for innovative ways to build its business and control costs, while at the same time attracting, retaining and motivating top talent. In this session, Mike Smith, Matthew Frost and Marne Bell will recount the two years in which they devoted their passion, skills and attention to transforming Navient's siloed compensation and benefits approach into a highly innovative, personalized and effective employee-centric total well-being strategy. Attendees will learn how to develop a holistic pay and benefits strategy that aligns total well-being to company strategy and values, effective principles to create excitement, and the art of digital engagement.




Creating a 'Yes, and' Culture of Performance & Engagement


Understanding how to communicate and influence others, being present and fully engaged, driving a culture that adapts positively to change and establishing a collaborative team environment are all outcomes of a solid "yes, and" culture. In this session, Galen Emanuele changes how attendees show up and communicate through the improv concept of "yes, and" to create an intentional and cohesive team culture of high-level performance and engagement. Similar to his work with organizations including Microsoft, Shell and Expedia, attendees will participate in three 10-minute activities, each followed by a discussion outlining powerful takeaways and relating content directly to real-world application.




Ditch the Calculator: Using Analytics to Solve Broader Pay Inequities


Eliminating pay inequities based on gender, race, ethnicity and other protected statuses is the most important compensation challenge of our time. Pay equity analyses can be used for a lot more than just predicting and adjusting pay levels for individuals - they can provide a window into the inner working of your compensation system and reveal the very practices that bring about pay inequality to begin with. This session will highlight real-life examples of pay equity analyses and is designed to help attendees get their organization started with a pay equity analysis or take their current review a step further.




How to Design the Right Performance-Based Incentive Plan for Your Organization


Your board has decided to implement a performance-based incentive plan. As a compensation professional working for either a public or a private organization, you are about to embark on a journey that includes creating pay plans based on multiple years, multiple goals and metrics, and a high degree of complexity. In this session, learn a step-by-step review to help you understand LTI planning and the best way to implement the performance-based pay program that is right for your organization, including questions to ask, resources you can use, and how to effectively communicate key information about these plans to participants.




If You Can't Beat 'Em, Join 'Em: Embracing Automation and Machine Learning


Machine learning and artificial intelligence are popular buzzwords that, for some, are scary and intimidating. For others, they're a promise of the end of drudgery and boring work. Yes, this technology will bring many changes to the compensation profession. And with these changes, these words and terminology often are pitched by salespeople who are overselling or tactical experts who talk about inaccessibly. In this session, presenters Paul Reiman and Bryan Briscoe help compensation professionals move forward by demystifying the buzzwords and sharing ideas and insights. Attendees should prepare for nerdy and inspirational examples beyond traditional compensation analysis.




Modernizing Performance Management: How a 166 Year Old Company Revolutionized the Pay and Performance Paradigm


Faced with high first year attrition rates and expensive performance management processes, Western Union, a company steeped in 166 years of tradition, made a bold change in the way it manages and rewards performance by eliminating ratings. This case study revolves around development of a rating-less performance management system of streamlined processes and documentation, manager training and coaching, frequent performance discussions, and pay decision tools that enable differentiation of rewards. Attendees will learn practical approaches to paying for performance with effective tools that managers can use to communicate the right messages about performance and rewards.




Paying for the Relationship, Not Just the Sale


As the balance of power in the buying and selling equation changes, organizations are reconsidering the art and science of selling to reflect this basic shift in the way customers approach the procurement of their products and services. A major part of these re-engineering efforts is the development of sales compensation programs that not only support these changes, but also focus selling efforts on the importance of building long-term customer relationship. This session will examine the dramatic changes in the selling process and recommends specific compensation changes to align with the new sales environment.




Reframing Total Rewards and the Talent Value Proposition in the Gig Economy


Companies are attracting, retaining, and engaging an increasingly mobile employee population, as well as a contingent worker population that is growing through contractors, alliances, talent platforms, and even robots and artificial intelligence. Should the value proposition for contingent workers differ from a company's employee value proposition? With many companies now offering benefits to contingent workers, will benefits become less of a differentiator for traditional organizations? How does loyalty factor in? Attendees will learn how the gig economy is challenging traditional employment models and learn how to shift from Employee Value Proposition (EVP) to Talent Value Proposition (TVP).




Talent Trends - Building Your Workforce for the Future


There have been seismic shifts in the composition of the workforce, the skills that drive business performance and the talent pools that will fuel future growth. In this interactive session, presenters will unveil innovative research that incorporates the perspectives of executives, HR, and employees, and will invite attendees to explore the imperatives to succeed in times ahead. Attendees will explore workforce challenges and opportunities identified in Mercer's 2018 Global Talent Trends study, hear what keeps senior executives up at night and how their views differ from HR and employees, and learn how to address the challenges and redefine the value of HR.


  9:45AM-10:45AM

Leading Successfully When the Brain Has a Mind of Its Own


Why do some employees fail to reach full potential, despite your best efforts to develop them? The answer lies in the powerful primal functions of our brains, which continuously influence our own behavior and the behaviors of those we lead. Because leadership success is dependent on influencing other people, it's imperative we customize communications and approaches for each individual. This session will focus on the Neuro-Leadership Model and offer a vision of the future of leadership. With so much talent at stake in organizations, leaders are well-served to utilize every tool available to bring out the best in others.




Sponsored Session:
Avoiding the Five Pitfalls of Employee Recognition Programs


Sponsored by Motivosity

You know recognizing employees for great work is important. But given the different backgrounds, experiences, ages and wants and needs of a diverse employee population, the challenge becomes operationalizing recognition into something your entire team looks forward to rather than dreads. Health Catalyst cracked the code, successfully boosting engagement levels from 30% to more than 90%. Join Tom Burton and Joe Staples in this information-packed, entertaining session where they share the story. Attendees will walk away with an understanding of how to deliver an employee recognition program that builds trust, increases visibility, establishes a connection with the team and drives real results.




Total Rewards for the New Digital Economy


Organizations preparing Future of Work face a number of challenges that need new solutions. Adapting to the digital economy requires innovative talent strategies that drive rapid change. Drastic workforce changes include shifting demographics, developing talent, growing employee expectations, transformation of HR and globalizing workforces. A critical element to be addressed in this transition is Total Rewards, because just as workforces are changing dramatically, rewards programs are evolving as well. This session will help you understand the common workforce challenges emerging in organizations today, share some of the leading practices in rewards functions as practitioners prepare for the changing workforce and unveil critical components needed for successful rewards programs today.


  11:00AM-12:00PM

5 Lessons Learned by Early Adopters of Flexible and Virtual Work Arrangements


The virtual workplace has come a long way from the traditional workplace to today's environment where workers can do great work from anywhere. History shows great progress, great failures, and great resilience from organizations working to leverage all the tools available to enable their people to do their best work and live their best lives. In this session, a leader in work-life effectiveness and a respected author/academician come together to dive into five crucial lessons learned over the years and share tools and best practices you can use in your own organization to ensure fully effective virtual teams.




Hey Siri, Are Companies Prepared for the 2025 Workforce?


AI isn't coming; it's already here, and the 2025 workforce is fast approaching. From radical disruptions in technology to dramatic shifts in organizational norms, presenter Timothy Mutrie explores the five major forces shaping the future of work, including technological breakthroughs, major social and organizational shifts, connectivity, global talent and collaboration between humans and machines. Armed with a deep understanding of changing employee expectations, an overview of benefits trends built for the new workforce, and a 2025 workplace readiness assessment, attendees will walk away from this session empowered with the tools and insights needed to cultivate an inspired and engaged future workforce.




Sponsored Session:
Rebels with a Cause: Innovative Rewards Rebels Are Breaking the Rules


Sponsored by Reward Gateway

Come for the tools, leave having unleashed your inner rebel who designs and delivers innovative rewards programs. Debra Corey, co-author of "Build It: A Rebel Playbook for Employee Engagement," will share stories from rebels such as The Gap Inc., Buffer Enterprises Inc. and Zappos.com Inc. Joining Debra will be Maryanne Viegelmann, who will share how LinkedIn re-energized the well-being tradition of InDay, which gives employees time to focus on themselves, the company and the world. Attendees who attend this session will come wondering, "How can I kickstart my own 'rebelution' back at headquarters?", and they'll leave with the answers.




Thriving in a Disrupted World


Mercer will share its newest research into what it takes for companies to thrive in an age of disruption. This includes a focus on how employee expectations are evolving and the four steps for thriving - not just surviving - during disruption: crafting a future-focused people strategy; curating a compelling value proposition; creating a thriving work environment, and cultivating a lab mindset. Attendees will learn how to use personas and technologies to deliver a "workplace for me," and how to use analytics and experimentation to develop a next generation people strategy to help your people and your organization thrive.


  2:00PM-3:00PM

AI, Automation and Machine Learning: The Digital Future of Rewards


The amount of data the world produces doubles annually. It contains information on how we think and feel and, increasingly, it predicts how we behave at work and at home. When nearly everything has been made intelligent, what will total rewards and the TR role look like? For rewards professionals, enhancements in machine learning and AI will center on new human capital and TR strategies, and more effective business practices. Join Chris Dobyns and Angela Hubbe as they recap the current state and discuss the future that AI, automation and machine learning will play in the TR professional's role.




Public Policy & Total Rewards: What You Need to Know


Workplace issues continue to be hotly debated by federal policymakers in Congress and the Trump administration, and these public policy decisions can have a significant effect on business operations. Join Melissa Murdock as she walks through a high-level overview of the top issues total rewards professionals need to know to keep their organizations current on pending policy shifts. This session covers FLSA overtime changes; minimum wage; paid leave, the Securities and Exchange Commission's action on executive compensation; the Cadillac tax on employer-sponsored health-care plans; and other important legislative, regulatory and legal issues.




Sponsored Session:
Building a Human Workplace Through Recognition


Sponsored by Globoforce

Recognition is strongly linked to business performance by improving employee retention and engagement, and by creating a positive work experience. In this session, speakers from Merck share their journey to create an award-winning global recognition program that inspires nearly 70,000 employees to do their best work. Attendees will hear perspectives on Merck's keys to success as well as the effect recognition has on the culture and how that leverages the capabilities of social recognition. Walk away with an understanding of global vs. phased rollout considerations, how to leverage global ambassadors and ways to overcome challenges with a program of this scale.




The Future of Rewards, in Focus


Globalization, competition for talent, advances in technology and shifts in the composition of the workforce are reshaping how people work and interact. Based on the results of two surveys, researchers Pete DeBellis and Dow Scott examine how these forces have affected - and will continue to affect - employer rewards offerings. Attendees will hear DeBellis address what's working in the field of total rewards from the perspective of rewards leaders. In turn, Scott will share how rewards leaders see technology and will discuss the scarcity of talent and workforce changes that will shape basic rewards programs in the next five to 10 years.


  3:30PM-4:30PM

Creating a 'Yes, and' Culture of Performance & Engagement


Understanding how to communicate and influence others, being present and fully engaged, driving a culture that adapts positively to change and establishing a collaborative team environment are all outcomes of a solid "yes, and" culture. In this session, Galen Emanuele changes how attendees show up and communicate through the improv concept of "yes, and" to create an intentional and cohesive team culture of high-level performance and engagement. Similar to his work with organizations including Microsoft, Shell and Expedia, attendees will participate in three 10-minute activities, each followed by a discussion outlining powerful takeaways and relating content directly to real-world application.




Reframing Total Rewards and the Talent Value Proposition in the Gig Economy


Companies are attracting, retaining, and engaging an increasingly mobile employee population, as well as a contingent worker population that is growing through contractors, alliances, talent platforms, and even robots and artificial intelligence. Should the value proposition for contingent workers differ from a company's employee value proposition? With many companies now offering benefits to contingent workers, will benefits become less of a differentiator for traditional organizations? How does loyalty factor in? Attendees will learn how the gig economy is challenging traditional employment models and learn how to shift from Employee Value Proposition (EVP) to Talent Value Proposition (TVP).




Talent Trends - Building Your Workforce for the Future


There have been seismic shifts in the composition of the workforce, the skills that drive business performance and the talent pools that will fuel future growth. In this interactive session, presenters will unveil innovative research that incorporates the perspectives of executives, HR, and employees, and will invite attendees to explore the imperatives to succeed in times ahead. Attendees will explore workforce challenges and opportunities identified in Mercer's 2018 Global Talent Trends study, hear what keeps senior executives up at night and how their views differ from HR and employees, and learn how to address the challenges and redefine the value of HR.


  9:45AM-10:45AM

Breaking the Barriers to Rebooting Performance Management


The business environment has experienced significant change driven by globalization and shifts in the workforce's expectations. Despite these changes, more than 80% of global organizations still manage performance with techniques first pioneered in the middle of the last century. Why are so many stuck in the old ways? Join Tamra Chandler as she discusses how to rethink and redesign your approach to performance management, specifically addressing how to rebuild the connection between pay and rewards and performance. Attendees will be on their way to a modern performance management program that's optimized for today's increasingly connected, customizable and Millennial-driven business world.




Gender Pay Equity: What You and Your Committee Need to Know


Gender pay equity is jam-packed with nuance, as most parties agree on the high-level principles but struggle to arrive at a common platform for assessing imbalances. Presenters Takis Makridis and Blair Jones discuss common ways of testing for potential problems and red herrings to avoid in the data. Core to their message: demonstrating to your compensation committee that you are proactively managing this issue. Attendees will learn the types of questions the compensation committee should be asking, how to lead internal initiatives and what constitutes a rigorous analytical approach for arriving at supportable conclusions.


  11:00AM-12:00PM

Scary, Ugly, Nasty Compensation Questions You Fear Being Asked


"If our company says it hires the best talent, why do we set our base cash targets at median?" "With 3% annual increases, how many years will it take me to reach my salary range midpoint?" We've all been there: The compensation question from an executive or employee that you don't feel comfortable answering. Dow Scott will facilitate this panel of consultants and practitioners who will share some of the toughest questions they've faced over the years and how they've responded. Attendees are encouraged to bring their own questions and leverage the collective thinking of panelists and their peers.




The Compensation Revolution: Technology's Transformative Effect on the Industry


In the past two decades, we've seen technology innovate nearly every aspect of our lives, revolutionizing dozens of industries and transforming how we get our jobs done … except in compensation. Yes, technology has helped, but nothing revolutionary has happened. Join Jeff Laliberte in this session, where he'll discuss where the industry is heading, why compensation is becoming more visible and accountable, and what it all means for your organization's business strategy. Speaker Elizabeth Blencoe will talk about how she's applying revolutionary technology to T-Mobile's compensation practices and the transformation it's driving.


  2:00PM-3:00PM

Could the Future of Job Evaluation Be None at All? Going Level-Less at Siemens


In a marked departure from traditional practices, Siemens, one of the world's largest, most complex and heavily matrixed multinationals, embarked on a journey to become less hierarchical and more agile, transparent and flexible. The result? The organization eliminated all levels within its senior management group. What are the risks and complications of going "level-less"? Is it a viable model for other organizations? What are the implications for compensation and benefits and HR? Presenters Steven Seltz and Mario Chlebowy discuss their thinking and objectives, and attendees will hear both success and failure stories.




Do Incentives Work? Busting Myths and Bringing Evidence to Pay for Performance


Why do we have incentive programs? The reason often is because that's how we've always done it. And everyone else does it, too! However, performance does not automatically improve simply by having an incentive plan. In this highly practical and interactive session, Fermin Diez addresses questions around incentives by delving into recent studies complemented with real-life applications. Topics include team vs. individual approaches, short- vs. long-term plans, the relevance of pay mix, and various pay practices. Attendees will leave inspired in their thinking on how to drive better company performance through smarter incentives.


  3:30PM-4:30PM

Ditch the Calculator: Using Analytics to Solve Broader Pay Inequities


Eliminating pay inequities based on gender, race, ethnicity and other protected statuses is the most important compensation challenge of our time. Pay equity analyses can be used for a lot more than just predicting and adjusting pay levels for individuals - they can provide a window into the inner working of your compensation system and reveal the very practices that bring about pay inequality to begin with. This session will highlight real-life examples of pay equity analyses and is designed to help attendees get their organization started with a pay equity analysis or take their current review a step further.




If You Can't Beat 'Em, Join 'Em: Embracing Automation and Machine Learning


Machine learning and artificial intelligence are popular buzzwords that, for some, are scary and intimidating. For others, they're a promise of the end of drudgery and boring work. Yes, this technology will bring many changes to the compensation profession. And with these changes, these words and terminology often are pitched by salespeople who are overselling or tactical experts who talk about inaccessibly. In this session, presenters Paul Reiman and Bryan Briscoe help compensation professionals move forward by demystifying the buzzwords and sharing ideas and insights. Attendees should prepare for nerdy and inspirational examples beyond traditional compensation analysis.




Modernizing Performance Management: How a 166 Year Old Company Revolutionized the Pay and Performance Paradigm


Faced with high first year attrition rates and expensive performance management processes, Western Union, a company steeped in 166 years of tradition, made a bold change in the way it manages and rewards performance by eliminating ratings. This case study revolves around development of a rating-less performance management system of streamlined processes and documentation, manager training and coaching, frequent performance discussions, and pay decision tools that enable differentiation of rewards. Attendees will learn practical approaches to paying for performance with effective tools that managers can use to communicate the right messages about performance and rewards.


  9:45AM-10:45AM

Effective Sales Compensation: At the Corner of Plan Design and Operational Assessment


Many organizations determine if their sales compensation plans are working by gathering ad hoc information and doing spot analytics. But choosing among a multitude of possible metrics can be difficult - which are the right metrics? Which will have the deepest impact on growth? Which provide the full picture of the sales organization performance, and not just a surface level evaluation? Sales incentive program design and operational assessment are both riddled with pitfalls. In this session, presenters will outline three plan design and operational assessment pitfalls to avoid when rolling out your 2018 sales incentive program.


  11:00AM-12:00PM

Working Collaboratively to Deliver Effective Sales Communication


Working with internal resources to develop and deliver effective sales communication plans for a global organization with six regions, 63 unique plans and more than 300 sellers was daunting. In this session, Malika Terry, Bob Pasko, Randy Hightower and Scott Taylor, all from InterContinental Hotels Group, describe how the organization's global sales operations team partnered with the compensation and benefits team to successfully deliver its best annual sales incentive plans to date. Attendees gain a high-level overview of IHG's path to sales incentive plan redesign, including identifying deficiencies, improving documentation and communication, and addressing process gaps.


  3:30PM-4:30PM

Paying for the Relationship, Not Just the Sale


As the balance of power in the buying and selling equation changes, organizations are reconsidering the art and science of selling to reflect this basic shift in the way customers approach the procurement of their products and services. A major part of these re-engineering efforts is the development of sales compensation programs that not only support these changes, but also focus selling efforts on the importance of building long-term customer relationship. This session will examine the dramatic changes in the selling process and recommends specific compensation changes to align with the new sales environment.


  9:45AM-10:45AM

Hot Topics & Evolving Equity: Changing LTI in a Changing World


We know that one size doesn't fit all. But even the right size doesn't fit forever. Long-term incentives must adapt or risk falling behind - and in a world of tight equity budgets and hot job markets, falling behind means failure. What are the ways the world is changing, and how can you refine your LTI plans to adapt? This panel will focus on proxy advisor-driven share pool constraints, acquisitions and divestitures, big changes in your stock price or the broader market, and other timely issues. Learn how to keep your plans performing at their potential in an ever-changing world.


  11:00AM-12:00PM

Executive Compensation in Multi-Generational Family Companies


Marvin is a family owned company known for successfully balancing profit and values. In 2017, Marvin made a long-planned but significant transition from the third to the fourth generation of family leadership and governance. While the fourth generation had ambitious plans that included redesigning Marvin's compensation philosophy, guiding principles, and incentive structures, the company's values are unchanging. Attendees will learn how a family business moves from one generation of leadership and governance to the next, how they think about pay and performance, and how they structure their incentive plans to reflect and reinforce the ambitious strategy of a new generation of leadership.




Fantastic Performance Awards and Where to Find Them: The Ever-Evolving World of Performance Equity


Unless you've been living at Hogwarts, you know performance awards are a staple of long-term incentive plans with over 80% of companies now using them. But what are the best metrics? What is the most appropriate mix compared to time-based awards? What are cutting-edge companies doing with performance awards? Join this panel of compensation wizards as they discuss market prevalence, trends, and specific examples of companies that have found an appropriate balance. Attendees will hear results of Aon's Relative Total Shareholder Return survey and insights from two companies about how performance awards have evolved for them.


  2:00PM-3:00PM

Fresh Perspective: Incentive Plan Design in a Commodity-Driven Business Environment


In terms of incentive design, semiconductor fabricators are similar to petroleum companies or other businesses that make huge capital investments in anticipation of future commodity prices. These companies are high rollers in a risky game where the volatility of financial results leads to extreme outcomes under traditionally structured rewards programs. Micron's experience provides a fresh perspective for similar incentive design challenges found in very different industries. This session addresses two primary questions: To what degree should executives' rewards be subject to their shareholder risk/return proposition? How do we design and calibrate programs to deliver the desired level of alignment?




Understanding Executive Compensation in 60 Minutes


What can you learn about executive pay in 60 minutes? Find out in this fast-paced, lively review where the expert panel explores information on a wide range of executive pay and board governance topics. They'll start with a few nuggets on compensation strategy, then will address executive pay design as they move through the various components of executive pay. Attendees at this quick, practical session walk away with a broad view of executive pay and be able to spot potential concerns and ask questions that may come up in executive pay design.


  3:30PM-4:30PM

How to Design the Right Performance-Based Incentive Plan for Your Organization


Your board has decided to implement a performance-based incentive plan. As a compensation professional working for either a public or a private organization, you are about to embark on a journey that includes creating pay plans based on multiple years, multiple goals and metrics, and a high degree of complexity. In this session, learn a step-by-step review to help you understand LTI planning and the best way to implement the performance-based pay program that is right for your organization, including questions to ask, resources you can use, and how to effectively communicate key information about these plans to participants.


  9:45AM-10:45AM

Considerations Before Implementing an Unlimited PTO Program


Challenged to meet or exceed the more than 30 different sick-leave laws across the United States, is unlimited paid time off a viable alternative? Or is it too much of a good thing? In this session, Marina Galatro shares what to know and consider before transforming their total rewards strategy to include an unlimited PTO program. Attendees learn how to rethink paid time off strategies, hear about the pros and cons of unlimited time, and get an overview of organizations that currently have an unlimited PTO program in place and whether it really works for everyone.




Education as a Benefit: The Modern Apprenticeship


A tight labor market is translating into annual frontline turnover rates of more than 100% in America's fastest growing job sectors: food service, health care, customer service and hospitality. And top companies are feeling the pain, to the tune of more than $10 billion per year. To combat this, an innovative group of Fortune 500 HR leaders is addressing these challenges by investing in education as a strategic benefit. This fireside chat and Q&A session features leaders from top companies discussing their revolutionary approach to education benefits programs and the dramatic outcomes they're seeing in retention, turnover and promotion.


  11:00AM-12:00PM

The HSA in Your Future


In 2004, Jack Towarnicky was asked to predict the future of health spending accounts (HSAs). His words: "25 years ago, no one had heard of the 401(k); 25 years from now, everyone will have an HSA." Though only 14 years since that prediction, today there are 20 million HSA accounts and $45 billion in HSA assets - and those numbers aren't slowing. In this session, Towarnicky reviews the growth of HSA activity and projects future growth and explains the available tax preference and how it enhances the value of your rewards program. Attendees will also get specific guidance on how to adopt, implement and execute a defined contribution retiree medical strategy.


  2:00PM-3:00PM

Employee Resource Groups: Engagement Through Connection


One of the most effective ways to influence a culture of diversity and inclusion is through employee resource groups (ERGs). Employee-led groups founded in the spirit diversity and support a diverse, inclusive workplace that is aligned with the organization's mission, values, goals and business objectives. ERGs also offer a platform for developing future leaders, increasing employee engagement and inspiring connection. In this session, Ocean Spray's Kristin Chenevert addresses best practices in building a successful program and shares lessons learned along the way. Learn to improve communication and inclusion across the organization, as well as strengthen connection and brand recognition with local communities.




Qualified Plan Loans: Evil or Essential?


For most wage earners, their 401(k) or 403(b) account is their largest cash asset. Each month, many Americans pay one or more bills electronically or online, yet almost all plans lack this capability. The failure to offer this basic, 21st Century electronic banking functionality has contributed significantly to the leakage from qualified plans (remember: plan loans aren't leakage unless they're not repaid, and the vast majority are repaid). In this session, Jack Towarnicky challenges service providers and explains why plan loans are the preferred method to access retirement assets before retirement. Attendees will learn how 21st century functionality will actually increase employees' retirement assets.


  3:30PM-4:30PM

A Fanatical Focus on Total Well-Being


Like many organizations, Navient Corp. constantly strives for innovative ways to build its business and control costs, while at the same time attracting, retaining and motivating top talent. In this session, Mike Smith, Matthew Frost and Marne Bell will recount the two years in which they devoted their passion, skills and attention to transforming Navient's siloed compensation and benefits approach into a highly innovative, personalized and effective employee-centric total well-being strategy. Attendees will learn how to develop a holistic pay and benefits strategy that aligns total well-being to company strategy and values, effective principles to create excitement, and the art of digital engagement.

Wednesday, May 23, 2018


  7:30AM-8:30AM

Continental Breakfast


Enjoy a light breakfast while networking with other attendees.



Sponsored Breakfast (plated)
Sponsored by: EX Program (Truth Initiative)


Online Communities: Kickstarting Engagement to Improve Health

Employee use of online social communities can be a scary prospect for employers. But with the right online communities, employers can kickstart - and sustain - employee engagement in improving their health. Join Colleen Young, Community Director of Mayo Clinic Connect, as she shares what works (and what doesn't!) when it comes to using online communities to support effective health management. In addition, Megan Jacobs, MPH, Lead of Integrated Product Design of the EX Program at Truth Initiative, will discuss the essential framework for online communities to help tobacco users quit. Research shows that even complex and costly addictions, such as tobacco use, can be overcome with active support from an online community. Listen and learn how you can help your employee population improve their health outcomes.

  8:30AM-9:30AM

How Nonbudget-Based Incentive Plan Target-Setting Can Help Transform Your Company


When division or business unit managers know their planning goals will become the basis for variable compensation, they are literally being paid to understate the potential of their business. This phenomenon, known as sandbagging, is rampant across corporate America, and a source of frustration among stakeholders in the planning and budgeting process. Sandbagging may seem to be an inherent part of budgeting, but it doesn't have to be. Some companies avoid budget-based targets for their incentive plans, using alternative target-setting mechanisms. This session highlights these mechanisms, where they can and can't be applied, and pitfalls to avoid in their implementation.




How to Build a Culture that Inspires Work-Life Happiness


Culture is becoming an overused buzzword whose true meaning and potential often is lost behind in-office kegs, ping-pong tables and unlimited PTO. Workplace and culture expert Tom Gimbel challenges attendees to focus on the intangible elements of culture that affect employee engagement - connection to team and leadership, learning, transparency, growth and empathy - to build a truly strong culture. He also evaluates the role everyone plays in contributing to culture. Attendees leave armed with practice examples that can be implemented today, tomorrow and into the future to have a positive effect on employee engagement, and the bottom line.




Making Working Spouse Provisions Work for You


27% of U.S. employers used working spouse provisions in 2015 to identify employee spouses with access to insurance coverage through their own employers, and that figure was expected to be around 56% in 2017. In this session, Alison Walker leads a panel to discuss when to outsource these provisions, how to choose between surcharge and carve-out options, how often to survey employees, and the potential effect of PPACA repeal-and-replace efforts on the approach. Attendees will learn to evaluate the financial and cultural effects of working spouse provision verification on the organization and navigate key decisions based on pest practices from health-care HR leaders.




Pay for Performance in a Ratingless Environment


Imagine an environment in which employees are enabled to do their best every day, held accountable for results and behaviors, and have focused, candid conversations in all career areas. This is reality at FirstEnergy, which eliminated ratings and facilitated real differentiation in performance and pay. Presenters Sara Robinson, Nikki Price and Nikki Farrell discuss how to effectively differentiate performance and allocate investments and rewards in a ratingless environment to drive an engaged, empowered and high-performing culture. The trio will share the process and tools they implemented and their approach for using investments and rewards on a broader basis to help differentiate employee performance.




Retaining and Inspiring Top Sales Team Members


Research shows that 80% of revenue is brought in by 20% of the sales team, with minor variations based on industry. Retaining these key contributors is a strategic imperative, but understanding their motivations is critical to reducing turnover. In this session highlights from recent research on top sales team behavior, challenges, and motivations will be shared. Four specific areas of research will be explored: identifying and understanding the top producers, examining pay and performance, optimizing the career path of top reps, and identifying the risks in sales team turnover.




ROIC: The New Performance Metric of Choice?


The quest for the perfect performance metric continues. Is it TSR? An earnings measure? While there are no one-size-fits-all answers in the world of executive compensation, capital efficiency metrics are gaining traction. Return on invested capital (ROIC) is the most common variety, and one that both investors and proxy advisory groups have praised. This session will unpack how capital efficiency metrics fit into the overall portfolio of long-term incentives, tackle questions such as why shareholders seem to like these metrics, industries where they make more or less sense, and some of the potential unintended consequences.




The Skills Surge: Why Aetna Doubled Down on Education


To further its goals of workforce agility and sustainability, Aetna embarked on a multi-year initiative to increase employees' access to learning. The strategy revitalized the existing tuition assistance benefit and added complementary programs that create new pathways to career development. Immediate positive responses and strong participation fueled Aetna leadership to double down with a series of benefits enhancements that remove some of the largest obstacles to employees' continued education: the cost of a college degree and the burden of student debt. Kay Mooney and Patrick Donovan detail key business drivers, programs implemented and key talent metrics that help inform future investments.




Walmart, Wells Fargo, and Deloitte on Job Architecture


Filling an information gap in the marketplace, the findings of the Deloitte 2017 Global Job Architecture Practices Survey provide insight into the critically important, but often overlooked, science of job architecture design. Join us to learn how to practically apply the survey findings to build an integrated framework of consistent job leveling, titles, clear job progressions and pay practices. The session will also feature a panel discussion with HR leaders from Walmart and Wells Fargo. Come hear tips from seasoned pros on how to further evolve your talent program by taking an enterprise approach to managing the job catalog.


  9:30AM-9:45AM

Networking Break


  9:45AM-10:45AM

Fresh, Fearless & Formidable: Practical Approaches to Paying New Economy Talent


Companies like Amazon, Lyft and Netflix have disrupted not only traditional business models, but also how companies pay employees. As a result, traditional companies must rethink their talent, compensation and culture to stay relevant. Speakers Cheryl Kennedy, Dan Laddin and Bertha Masuda lead this interactive session and address how traditional companies can compete for New Economy talent. Gain real-world insights on how to provide the same equity excitement candidates find at a tech company or startup, balance the needs of new talent against those who are compensated under more traditional models, and when it's appropriate to create a customized compensation program.




Hot-Button Issues in IRS and DOL Retirement Plan Audits


Risks associated with sponsoring a qualified retirement plan continue rising, with a significant source of that risk being the IRS or the DOL's Employee Benefit Security Agency auditing the plan. As these agencies ramp up the number of plan audits, benefits professionals and HR managers must know what to expect to prepare themselves and their plans for such an audient. Patrick Blanchard and Brennan Rittenhouse share the incidence of plan audits, how to respond if your plan is chosen for an audit, and the most frequent errors uncovered by the IRS and DOL.




Making Over the Rewards Function to Address the Future Workforce


Moderated by Alison Avalos, CBP, CCP, GRP, Director, Research & Certification, WorldatWork

Traditional employment is challenged by the Gig Economy, automation is changing the value of skills and prevalence of roles, and workforce demographics introduce new priorities for the employee value proposition. All of this challenges how the rewards function supports the business today and into the future, and it provides an opportunity for TR professionals to use new skills, data and technology. Presenters Paul Reiman, Bryan Briscoe, Chris Dobyns and Angel Alamo Ruiz identify questions, issues and hot topics were rewards "best practices" may need to change, and highlight what innovative thinking and reasoning looks like for these scenarios.




People First, Bottom Up: Maximizing M&A Deal Value to Retain Top Talent


In today's M&A environment, buyers are operating with less information, investing in new geographies, and deploying unprecedented levels of capital, but there's one common denominator driving deal value: People. Successful acquirers routinely manage their people assets with the same rigor and discipline they apply to managing balance-sheet risk. In this session, Jeff Cox and Gregg Passin discuss the three primary people practices that drive M&A deal value, while attendees learn the actions that both buyers and sellers can take to hedge flight risk, engage critical talent and drive an affordable retention plan.




Presenting to the Board in the Current Environment


Being asked to make a presentation to the Board is a milestone for most professionals. It presents a two-fold challenge. One is how to get invited to present to the Board. This is a hurdle for many who prepare or even create presentations but do not get to deliver them. Second is how to achieve a favorable outcome for your request and a positive opinion of yourself. You do want to be invited back and remembered as a talented individual. Attendees will gain insight into how to accomplish being asked to present, as well as key tips on how to be successful.




The Stories of 2030: Preparing for a Changing Workforce


Remember 2004? Flat-panel TVs were burgeoning, iPhones weren't around and everyone was finally recovering from Y2K fears. Life can change drastically in 5,000 days - how far we are from 2004, and the same time until 2030. Presenters Marcy Ewald and Neil Shah share snapshots and stories of regular people in 2030: Where they'll work, the jobs they'll have, how they'll train for them and, most importantly, how their companies will support them. Attendees will participate in a discussion on how to prepare for those changes today, from launching training programs with current competitors to preparing the office for a remote workforce.




Using Data Analytics to Profile, Identify and Develop Sales Effectiveness


In this panel discussion, presenters discuss how they addressed the challenge of creating a more effective salesforce regardless of the obstacles they faced, from hiring the right talent, developing the salesforce or understanding what success looks like. Each presenter shares a story about his or her talent problem, the solution and achievements in 5 minutes and 15 slides. Presenters discuss how they transformed salesforce effectiveness through valid sales audits, assessments, profiles and their approach to recruiting. Fun, entertaining and fast-paced, attendees will leave with ideas on how to apply similar methods in their own organizations.




Workplace Harassment: Shifting from Prevention Toward a Respectful Workplace


For decades, HR professionals have presented harassment-prevention training to employees, but research (not to mention mainstream headlines) indicates it's not working. Rather than staying the current and ineffective course, today's practitioners can shift the organizational mindset away from prevention and focus instead on cultivating behaviors that lead to respectful, engaging and productive workplaces. Noted consultant and respectful workplace trainer Amy Polefrone explores the research, data and best practices in this interactive session, and discusses the how and why for reframing discussions that will result in respectful workplaces and organizations that can reach maximum potential.




Zoned Out: An Innovative Approach to Compensation


There is more than one way to successfully approach the salary-setting process. While most organizations have some type of traditional, formal salary structure in place, some are forgoing those traditional structures for single job market pricing. This session will discuss the details of Ocean Spray's unique approach to compensation, including what a Market Reference Pay Structure entails, how jobs are priced, and as how an individual is positioned to market based on their individual attributes. Attendees will learn how effective communication plays a critical role in discussing employee pay as it relates to implementing a more transparent compensation structure.


  11:00AM-12:00PM

Closing General Session with Ben Casnocha


The Start-Up of You: Transform Your Work and Career with Entrepreneurial Thinking

In a keynote based on his #1 New York Times bestselling book, Ben Casnocha presents a blueprint for how to thrive in this new economic landscape. The key: learn to think and act like an entrepreneur. In other words, move up that jammed escalator by running your career like it's a start-up business: a living, breathing, growing start-up of you.

You don't need to start your own business, but you do need to adopt the mindset and learn the skill set of entrepreneurs.

Why? Start-ups - and the entrepreneurs who run them - are nimble. They invest in themselves. They build their professional networks. They take intelligent risks. They make uncertainty and volatility work to their advantage. These are the very same skills professionals need to get ahead in today's fractured world of work.


  8:30AM-9:30AM

How to Build a Culture that Inspires Work-Life Happiness


Culture is becoming an overused buzzword whose true meaning and potential often is lost behind in-office kegs, ping-pong tables and unlimited PTO. Workplace and culture expert Tom Gimbel challenges attendees to focus on the intangible elements of culture that affect employee engagement - connection to team and leadership, learning, transparency, growth and empathy - to build a truly strong culture. He also evaluates the role everyone plays in contributing to culture. Attendees leave armed with practice examples that can be implemented today, tomorrow and into the future to have a positive effect on employee engagement, and the bottom line.


  9:45AM-10:45AM

People First, Bottom Up: Maximizing M&A Deal Value to Retain Top Talent


In today's M&A environment, buyers are operating with less information, investing in new geographies, and deploying unprecedented levels of capital, but there's one common denominator driving deal value: People. Successful acquirers routinely manage their people assets with the same rigor and discipline they apply to managing balance-sheet risk. In this session, Jeff Cox and Gregg Passin discuss the three primary people practices that drive M&A deal value, while attendees learn the actions that both buyers and sellers can take to hedge flight risk, engage critical talent and drive an affordable retention plan.




The Stories of 2030: Preparing for a Changing Workforce


Remember 2004? Flat-panel TVs were burgeoning, iPhones weren't around and everyone was finally recovering from Y2K fears. Life can change drastically in 5,000 days - how far we are from 2004, and the same time until 2030. Presenters Marcy Ewald and Neil Shah share snapshots and stories of regular people in 2030: Where they'll work, the jobs they'll have, how they'll train for them and, most importantly, how their companies will support them. Attendees will participate in a discussion on how to prepare for those changes today, from launching training programs with current competitors to preparing the office for a remote workforce.




Workplace Harassment: Shifting from Prevention Toward a Respectful Workplace


For decades, HR professionals have presented harassment-prevention training to employees, but research (not to mention mainstream headlines) indicates it's not working. Rather than staying the current and ineffective course, today's practitioners can shift the organizational mindset away from prevention and focus instead on cultivating behaviors that lead to respectful, engaging and productive workplaces. Noted consultant and respectful workplace trainer Amy Polefrone explores the research, data and best practices in this interactive session, and discusses the how and why for reframing discussions that will result in respectful workplaces and organizations that can reach maximum potential.


  11:00AM-12:00PM

Closing General Session with Ben Casnocha


The Start-Up of You: Transform Your Work and Career with Entrepreneurial Thinking

In a keynote based on his #1 New York Times bestselling book, Ben Casnocha presents a blueprint for how to thrive in this new economic landscape. The key: learn to think and act like an entrepreneur. In other words, move up that jammed escalator by running your career like it's a start-up business: a living, breathing, growing start-up of you.

You don't need to start your own business, but you do need to adopt the mindset and learn the skill set of entrepreneurs.

Why? Start-ups - and the entrepreneurs who run them - are nimble. They invest in themselves. They build their professional networks. They take intelligent risks. They make uncertainty and volatility work to their advantage. These are the very same skills professionals need to get ahead in today's fractured world of work.


  8:30AM-9:30AM

Pay for Performance in a Ratingless Environment


Imagine an environment in which employees are enabled to do their best every day, held accountable for results and behaviors, and have focused, candid conversations in all career areas. This is reality at FirstEnergy, which eliminated ratings and facilitated real differentiation in performance and pay. Presenters Sara Robinson, Nikki Price and Nikki Farrell discuss how to effectively differentiate performance and allocate investments and rewards in a ratingless environment to drive an engaged, empowered and high-performing culture. The trio will share the process and tools they implemented and their approach for using investments and rewards on a broader basis to help differentiate employee performance.




Walmart, Wells Fargo, and Deloitte on Job Architecture


Filling an information gap in the marketplace, the findings of the Deloitte 2017 Global Job Architecture Practices Survey provide insight into the critically important, but often overlooked, science of job architecture design. Join us to learn how to practically apply the survey findings to build an integrated framework of consistent job leveling, titles, clear job progressions and pay practices. The session will also feature a panel discussion with HR leaders from Walmart and Wells Fargo. Come hear tips from seasoned pros on how to further evolve your talent program by taking an enterprise approach to managing the job catalog.


  9:45AM-10:45AM

Fresh, Fearless & Formidable: Practical Approaches to Paying New Economy Talent


Companies like Amazon, Lyft and Netflix have disrupted not only traditional business models, but also how companies pay employees. As a result, traditional companies must rethink their talent, compensation and culture to stay relevant. Speakers Cheryl Kennedy, Dan Laddin and Bertha Masuda lead this interactive session and address how traditional companies can compete for New Economy talent. Gain real-world insights on how to provide the same equity excitement candidates find at a tech company or startup, balance the needs of new talent against those who are compensated under more traditional models, and when it's appropriate to create a customized compensation program.




Making Over the Rewards Function to Address the Future Workforce


Moderated by Alison Avalos, CBP, CCP, GRP, Director, Research & Certification, WorldatWork

Traditional employment is challenged by the Gig Economy, automation is changing the value of skills and prevalence of roles, and workforce demographics introduce new priorities for the employee value proposition. All of this challenges how the rewards function supports the business today and into the future, and it provides an opportunity for TR professionals to use new skills, data and technology. Presenters Paul Reiman, Bryan Briscoe, Chris Dobyns and Angel Alamo Ruiz identify questions, issues and hot topics were rewards "best practices" may need to change, and highlight what innovative thinking and reasoning looks like for these scenarios.




Zoned Out: An Innovative Approach to Compensation


There is more than one way to successfully approach the salary-setting process. While most organizations have some type of traditional, formal salary structure in place, some are forgoing those traditional structures for single job market pricing. This session will discuss the details of Ocean Spray's unique approach to compensation, including what a Market Reference Pay Structure entails, how jobs are priced, and as how an individual is positioned to market based on their individual attributes. Attendees will learn how effective communication plays a critical role in discussing employee pay as it relates to implementing a more transparent compensation structure.


  8:30AM-9:30AM

Retaining and Inspiring Top Sales Team Members


Research shows that 80% of revenue is brought in by 20% of the sales team, with minor variations based on industry. Retaining these key contributors is a strategic imperative, but understanding their motivations is critical to reducing turnover. In this session highlights from recent research on top sales team behavior, challenges, and motivations will be shared. Four specific areas of research will be explored: identifying and understanding the top producers, examining pay and performance, optimizing the career path of top reps, and identifying the risks in sales team turnover.


  9:45AM-10:45AM

Using Data Analytics to Profile, Identify and Develop Sales Effectiveness


In this panel discussion, presenters discuss how they addressed the challenge of creating a more effective salesforce regardless of the obstacles they faced, from hiring the right talent, developing the salesforce or understanding what success looks like. Each presenter shares a story about his or her talent problem, the solution and achievements in 5 minutes and 15 slides. Presenters discuss how they transformed salesforce effectiveness through valid sales audits, assessments, profiles and their approach to recruiting. Fun, entertaining and fast-paced, attendees will leave with ideas on how to apply similar methods in their own organizations.


  8:30AM-9:30AM

How Nonbudget-Based Incentive Plan Target-Setting Can Help Transform Your Company


When division or business unit managers know their planning goals will become the basis for variable compensation, they are literally being paid to understate the potential of their business. This phenomenon, known as sandbagging, is rampant across corporate America, and a source of frustration among stakeholders in the planning and budgeting process. Sandbagging may seem to be an inherent part of budgeting, but it doesn't have to be. Some companies avoid budget-based targets for their incentive plans, using alternative target-setting mechanisms. This session highlights these mechanisms, where they can and can't be applied, and pitfalls to avoid in their implementation.




ROIC: The New Performance Metric of Choice?


The quest for the perfect performance metric continues. Is it TSR? An earnings measure? While there are no one-size-fits-all answers in the world of executive compensation, capital efficiency metrics are gaining traction. Return on invested capital (ROIC) is the most common variety, and one that both investors and proxy advisory groups have praised. This session will unpack how capital efficiency metrics fit into the overall portfolio of long-term incentives, tackle questions such as why shareholders seem to like these metrics, industries where they make more or less sense, and some of the potential unintended consequences.


  9:45AM-10:45AM

Presenting to the Board in the Current Environment


Being asked to make a presentation to the Board is a milestone for most professionals. It presents a two-fold challenge. One is how to get invited to present to the Board. This is a hurdle for many who prepare or even create presentations but do not get to deliver them. Second is how to achieve a favorable outcome for your request and a positive opinion of yourself. You do want to be invited back and remembered as a talented individual. Attendees will gain insight into how to accomplish being asked to present, as well as key tips on how to be successful.


  8:30AM-9:30AM

Making Working Spouse Provisions Work for You


27% of U.S. employers used working spouse provisions in 2015 to identify employee spouses with access to insurance coverage through their own employers, and that figure was expected to be around 56% in 2017. In this session, Alison Walker leads a panel to discuss when to outsource these provisions, how to choose between surcharge and carve-out options, how often to survey employees, and the potential effect of PPACA repeal-and-replace efforts on the approach. Attendees will learn to evaluate the financial and cultural effects of working spouse provision verification on the organization and navigate key decisions based on pest practices from health-care HR leaders.




The Skills Surge: Why Aetna Doubled Down on Education


To further its goals of workforce agility and sustainability, Aetna embarked on a multi-year initiative to increase employees' access to learning. The strategy revitalized the existing tuition assistance benefit and added complementary programs that create new pathways to career development. Immediate positive responses and strong participation fueled Aetna leadership to double down with a series of benefits enhancements that remove some of the largest obstacles to employees' continued education: the cost of a college degree and the burden of student debt. Kay Mooney and Patrick Donovan detail key business drivers, programs implemented and key talent metrics that help inform future investments.


  9:45AM-10:45AM

Hot-Button Issues in IRS and DOL Retirement Plan Audits


Risks associated with sponsoring a qualified retirement plan continue rising, with a significant source of that risk being the IRS or the DOL's Employee Benefit Security Agency auditing the plan. As these agencies ramp up the number of plan audits, benefits professionals and HR managers must know what to expect to prepare themselves and their plans for such an audient. Patrick Blanchard and Brennan Rittenhouse share the incidence of plan audits, how to respond if your plan is chosen for an audit, and the most frequent errors uncovered by the IRS and DOL.

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