Registration and Sponsor Set Up

August 21, 2023

11:00 AM - 11:50 AM

General Session 3

Succession Strategies, Creating Value within Transformative Events, and other Hot Topics in Exec Comp

Speaker: Anthony Eppert, Partner, Hunton Andrews Kurth LLP

The purpose of this presentation is to cover current compensation designs within executive contracts, cash bonus awards, and compensatory equity arrangements related to advisory board members, Board members, executive officers and key employees.  In addition, we will touch on compensatory strategies that should be considered when addressing the aging demographics of members of the Board of Directors, executive officers and key employees. Finally, there will also be a discussion on hidden value drivers that can incent and retain key employees as an employer heads towards a transformative event such as a series financing, succession issues, and change in control transaction.

11:50 AM - 1:00 PM

Networking Lunch

 Breakout Sessions 

1:00 PM - 1:50 PM

Comp & Total Rewards Track

Solving Sales Compensation Disruptions

Speaker: Marc Del Marmol, Director, Alexander Group

Sales compensation challenges are lurking around the corner. Learn how to address these classic sales compensation program disrupters: company performance challenges, staffing constraints, escalating market pay rates, shifting buyer journey, rise of virtual selling, recurring revenue ambitions. Each disrupter can undermine a well-functioning pay program. Learn how to address each market disrupter.

1:00 PM - 1:50 PM

Benefits Track

Amplifying Behavioral Health through Primary Care

Speakers: Drew Bertagnolli, PhD, OneMedical

Josh Dunsby, PhD, OneMedical

While 1 in 4 Americans face mental health challenges, most don’t receive any professional help or end up with disjointed, ineffective, and overly expensive treatment. All too often, the US healthcare system artificially separates physical and behavioral health, making diagnosis and treatment hard and complicated. This session will focus on how behavioral health integrated into primary care helps employees get the right care through a trusted PCP relationship.

2:00 PM - 2:50 PM

Comp & Total Rewards Track

Speakers: Steve Werling, Werling & Associates

Laura Hill, Supervisor, Compensation & HRIS Data Analytics, BioBridge Global

John Barnes, Vice President Human Resources and Learning, BioBridge Global

The concerns for pay equity has increased over the past decades but the problem remains unresolved. Many laws and publications attempt to address the problem but do not provide a specific solution that organizations can easily implement. The presentation provides a quantitative model, an implementation strategy, and the results of ten years of use by a national organization. The presentation provides the necessary information for any organization to finally fix the problem.

2:00 PM - 2:50 PM

Benefits Track

SECURE Act 2.0 and the Impact on Retirement Plans

Speakers: Rance Buss, Partner in Charge, Weaver

Michael Tschider, Attorney, Creative Planning

This session will include a review of the major provisions of the SECURE 2.0 Act of 2022 – an extensive grab-bag of incremental retirement plan reforms. Attendees will learn about SECURE Act 2.0 and what they need to do to comply. During the program we will discuss provisions designed to expand retirement plan coverage and increase savings, New Roth provisions and other revenue raisers, Rules that facilitate sponsor adoption of lifetime income and other insurance products, Simplifications and clarifications to existing rules, SECURE 1.0 technical corrections, and Amendment deadlines.

2:50 PM - 3:10 PM

Afternoon Break with Our Sponsors

3:10 PM - 4:00 PM

Comp & Total Rewards Track

Speakers: Erik Speed, Associate Principal, MBS Financial

Bryn Mercado, Consultant, MBS Financial

In the presentation we will discuss the fundamentals of a Nonqualified Deferred Compensation (NQDC) plan, which includes the rules governing these plans, and the key benefits to both the employee and employer. In addition, the discussion will include important NQDC plan design considerations and explore how NQDC can be utilized as a tool to overcome the recruitment and retention challenges posed by the “Great Resignation.”

3:10 PM - 4:00 PM

Benefits Track

4:00 PM - 5:00 PM

Hosted Reception with the TTRA Board of Directors

August 22, 2023

9:00 AM - 9:20 AM

Morning Break with Our Sponsors

9:20 AM - 10:20 AM

General Session 5

Total Rewards, Pay Equity Attracting and Retaining Talent, and Enhancing Diversity, Equity, and Inclusion in Workplace

Speakers: Kris Harris, SVP Total Rewards, Mr. Cooper

Carol McBride, Vice President of Benefits, Mr. Cooper

Renu Sachdeva, Head of Diversity, Equity and Inclusion, Talking Talent

10:30 AM - 11:20 AM

General Session 6

11:30 AM - 12:30 PM

General Session 7

Total Reward Strategy: Employee Preference Factor

Speakers: TBA

The session will focus on the importance of gathering employee preferences to inform your Total Rewards strategy. It will identify methods to obtain employee feedback, leveraging survey-based statistical techniques used in market research. Finally, it will show how the results of employee research can be leveraged to operationalize Total Rewards strategy changes through a real life example at ChristianaCare Health System.