NCHRA Members: $365 / General: $443 Plus, bring a colleague for 50% off
Qualifies for 6 SHRM Professional Development Credits (PDCs) / HRCI Recertification Credits
Let's face it, an organization is nothing without its people. And HR's responsibility lies in keeping them happy. Does your compensation plan scream, "you are valued?" or does it say, "we don't really care if you stay or go?" Either way, you won't want to miss this opportunity to modernize your compensation strategy and discover the latest trends in total rewards and compensation.
Our subject matter experts will stimulate your thinking and ensure you are more informed and confident about the future.
who should attend
Compensation analysts, associates, managers, specialists, business partners, CHROs
8:00 – 8:30am: Registration & Opening Remarks
8:30 – 9:30am: Total Rewards and the Changing Workforce
Jon Randall, Director, Talent & Rewards, Willis Towers Watson
A confluence of factors is fundamentally re-shaping the nature of work and the workforce across a number of dimensions: what work needs to be done, how it can be done, by whom it can be done, and the skills needed to get it done. And it’s happening fast! Discover strategies for anticipating these changes and examine their implications for total rewards, including the effect on the Employment Deal and Employee Value Proposition.
9:30 – 9:45am: Break
9:45 – 11:00am: Compensation without Compromise - How Technology Limitations Sabotage Compensation Strategy
Phillip Evans, CEO, eeStrategy and Julie Hata, a Seasoned Compensation Leader and former Head of Global Compensation at Uber Technologies
Are you using spreadsheets to manage your compensation process? If so, you’re likely creating problems, limitations and risks that harm the organization. Find out how modern compensation technology eliminates the problems with spreadsheets while retaining their strengths, and how automating the compensation process enhances overall talent retention and achievement of business goals. You’ll leave the session ready to shift compensation from an administrative to strategic function.
11:00 – 11:15am: Break
11:15am – 12:30pm: The Ins and Outs of Equity-Based Compensation
John Lau, Managing Director, LFS Asset Management
In the wake of Dodd-Frank, Say on Pay, and calls from shareholders for stronger links between pay and performance, employers are moving away from conventional time-based awards to long-term incentive based equity compensation plans. Unfortunately, these plans are often misunderstood and misinterpreted by their recipients. Be ready to advise with a solid grasp of equity comp plans, including valuation, tax implications and planning opportunities.
12:30 - 1:30pm: Networking Lunch
1:30 – 2:45pm: Equal Pay for Equal Work – It’s the Law (Again)
Jeanine DeBacker, Partner, McPharlin Sprinkles & Thomas LLP
Last fall, Governor Jerry Brown signed amendments to California’s Equal Pay Act (SB 358) targeting gender-based wage gaps. Under the amendments, an employee need show only that he or she is not being paid at the same rate for “substantially similar work.” But what does that mean exactly? Take a look at the purpose of the amendments, find out how to meet the new requirements, and get recommendations for complying.
2:45 - 3:00pm: Break
3:00 – 4:15pm Key Considerations in Executive Compensation
Matthew Isakson, Lead Consultant and Linda Steffen, Lead Consultant, Meridian
Ever wonder what keeps your Compensation Committee up at night? You’d be up to if it were your responsibility to set goals that ensure fair outcomes; design incentive programs; determine when to deviate from shareholder advisor standards and/or peer practices; and consider significant deviations in pay level and mix for key hires. Bring your questions and stories to share, and leave the session ready to address these key topics regardless of your organizational role.
About the presenters
Jeanine DeBacker is a partner at the San Jose law firm of McPharlin, Sprinkles & Thomas LLP. She brings a practical, business-aware perspective to representing her employer clients. She helps businesses avoid lawsuits through thoughtful advice and counsel, well-crafted policies, and staff training. Jeanine also vigorously defends employers in lawsuits brought by current or former employees. Jeanine publishes a periodic blog on California employment law issues at http://calemploymentlawblog.com
Phillip Evans, CEO, eeStrategy, has over 25 years of extensive computer engineering and analytics experience together with an in-depth knowledge of compensation and talent strategy. He pioneered establishing evidence based HR technology in Australia in 2004. He focused on providing talent strategy support for value based compensation, actionable analytics, organization design and modeling. Phil now divides his time between Sydney and San Francisco.
Julie Hata is a Compensation leader with more than 15 years of experience with startup to mid-size technology firms in the Bay Area, building and leading teams focused on creating scalable structure, programs and processes to successfully manage through hyper-growth and disruptive change. Julie’s experience includes being Manager of Compensation at CBS Interactive, Director of Compensation & HR Systems at Pandora and most recently Head of Global Compensation at Uber Technologies.
John Lau is the principal and Managing Director of LFS Asset Management (Registered Investment Advisor) and LFS Tax Services. John is a Certified Financial Planner® and a CPA with an M.S. in Taxation. John is also an educator who volunteers for FiAT, a local Financial Literacy for Youth program. John is a published author and his latest book is titled "A Race Between Time and Money". John has been a contributing author of financial and tax articles for the Peninsula edition of the San Francisco Examiner. He was named the "Green Beret of IRA" by IRA guru Ed Slott in his book "Parlay Your IRA Into a Family Fortune", (2006, Chapter 13, page 219), was named one of the “Ten Most Trustworthy Wealth Managers in Northern California” by a survey conducted in Spirit Magazine (2006) Southwest Airlines, and was named a 5 Star Wealth Manager in Northern California in 2014.
Matthew Isakson, Lead Consultant, Meridian, has over 12 years of experience advising compensation committees and senior management on a broad range of executive compensation matters. Matthew also oversees the Western region from Meridian’s San Francisco office. Matthew’s expertise includes the full spectrum of executive and corporate governance issues companies face today, including: compensation strategies, annual and long-term incentive design, executive and director compensation benchmarking, severance and change-in-control benefits, proxy disclosure, proxy advisor perspectives, goal setting and managing successful Say on Pay vote outcomes.bMatthew is a frequent speaker at executive compensation events (e.g., Corporate Board Member, Equilar, NACD).
Jon Randall, Director, Talent and Rewards, Willis Towers Watson, has over 30 years of consulting experience helping organizations across the globe address business priorities spanning strategy execution, revenue growth, productivity, employee capability and engagement. Jon is based in our San Francisco office. In 2011 he returned to the US after spending eight years in Asia, where he directed the firm’s Sales Effectiveness and Rewards Practice in Asia Pacific. Prior to that Jon served as Regional Practice Leader for Strategic Rewards and was based in Chicago. Jon received a B.A. degree (magna cum laude) in International Relations and German from Tufts University. He is a recipient of the B.E. Wyatt Award for excellence in client relationships. Jon is a frequent speaker on talent and rewards issues and has published on the topics of retention, performance measurement, sales compensation, governance and human capital risk management.
Linda Steffen, Lead Consultant, Meridian, has over 20 years of experience providing compensation and financial performance advice to boards of directors and top executives. Linda focuses on designing programs that align compensation with business strategy and value creation for shareholders. Linda has extensive experience across multiple industries and businesses with unique operating and financial situations. She has significant current experience consulting with recently public companies and companies in other transitional phases. Linda is a recognized thought leader in the areas of performance measures, incentive design and the compensation risk/return proposition, having spoken on these topics at annual conferences held by NACD, GEO, NASPP, NCEO, World at Work and The Conference Board.Prior to joining Meridian, Linda held senior consulting roles with Farient Advisors, Compensia, Towers Watson (formerly Watson Wyatt) and Deloitte. Linda also headed the compensation group at Amazon.com. Linda began her career as a corporate banker in Chicago.
Cancellations received less than seven calendar days from the program date are not refundable. If cancellation within seven days of the program is unavoidable, a credit for a future event will be granted, minus a $75 administration fee ($15 for regional meetings and Webinars). Credits must be used within one year of issue. A substitute attendee is allowed at the applicable NCHRA member/non-member rate in lieu of credit. Separate cancellation policies apply for the HR West Conference and Certification Preparation Courses.