Four Seasons Resort and Club Dallas at Las Colinas
November 07 – 09, 2022

Sponsored by: Blanchard Consulting Group and Chartwell Partners
The Bank Compensation Workshop provides an up-to-the minute, hands-on, interactive overview for compensation committee members and HROs. The objectives of the pre-conference workshop are to equip participants to perform effectively and sustainably in their roles, to provide confidence in the execution of their duties and to give all attendees context in order to maximize their overall conference experience.


11:30 AM – 12:30 PM
Bank Compensation Workshop Registration & Lunch

12:30 PM – 1:30 PM
Compensation Trends & The Talent War
Dr. Julie Bell
, Director, Leadership Advisory, Chartwell Partners
Mike Blanchard
, CEO, Blanchard Consulting Group
Matt Brei
, President, Blanchard Consulting Group
Sean O’Neal
, Principal, Chartwell Partners
Scott Petty
, Managing Partner, Chartwell Partners
Get up to date on the latest trends in banking compensation, benefits and recruiting in this hyper-competitive talent marketplace. Discover ways your bank can stay ahead of the curve to attract and retain top performers. This interactive session allows you to compare how your bank’s compensation practices stack up compared to others in the industry and compared to others in the live audience.

1:30 PM – 1:45 PM

1:45 PM – 3:15 PM
Breakout Sessions
During this time, we split the audience into two groups based on title to allow for a deeper dive on the issues relevant to your role.

Human Resources Breakout: The Latest Information on Salary Administration, Salary Grades, The Competitive Market Environment & Organization Chart Planning
During this breakout session we focus specifically on HR challenges in today’s banks. We focus on the details surrounding salary administration and salary grades that help advance the sophistication and strategy surrounding compensation administration at all levels of the organization. The discussion includes the current competitive market and also works through interactive organizational chart planning to help you plan the right organizational structure to support the growth goals of your institution. Each participant walks away with ideas to assist them with being strategic with their compensation dollars and organizational chart planning.

Director Breakout: Director Compensation, Director Recruitment, CEO Succession & Compensation Committee Best Practices
Board of Director and compensation committee-focused discussions for attracting and compensating current and incoming board members. We go through a checklist that assesses your current compensation committee compared to industry best practices and your peers. Additionally, we work through a planning exercise that should assist with succession planning for the CEO and board.

3:15 PM – 3:30 PM

3:30 PM – 4:00 PM
Incentive Plan Design Process
During this session we walk participants through the process of designing a holistic incentive plan for your bank to attract and reward the right behaviors for overall success. This session covers the process steps, industry trends and key decision-making points that help create an effective incentive plan. Participants are provided with the tools to either assess their current plan design versus market or begin the performance-based incentive plan design process themselves.

4:00 PM – 5:00 PM
Executive Compensation & Mission Critical Retention Strategies
In our final session of the workshop we focus on the executive-specific total compensation package to ensure your bank’s top leadership is fairly rewarded compared to their industry peers. We assess all parts of the total compensation package (salary, cash incentives, equity-based incentives, retirement focused compensation, perquisites and benefits). We discuss market trends surrounding all areas of total compensation and focus on what each component is trying to accomplish. Participants also receive a step-by-step guide to analyzing your retention strategies that are aimed at lowering turnover, strengthening culture and making your bank a career destination.

5:00 PM – 6:00 PM
Bank Compensation & Talent Conference Welcoming Peer & Guest Reception
All workshop and conference attendees gather to network and enjoy conversations with their peers.