Login to Bank Services

Enter your email address and password below to gain access.

Overview
Agenda
Attendees
Sponsors

Session Presenters

Laura Hay

Partner

Meridian Compensation Partners, LLC

Dan Kaufman

Partner

Meridian Compensation Partners, LLC

Close
About the presenter
Presented by
Laura Hay

Partner

Meridian Compensation Partners, LLC

Laura Hay is a partner and lead consultant at Meridian Compensation Partners, LLC.  She has 25 years of experience advising institutions on executive compensation and its related governance.  Specializing in banks, insurance, diversified financials and government sponsored enterprises (GSEs), she believes that financial institutions provide the foundation for a strong economy and that good corporate governance results in long term sustainability and shareholder value.

 

Ms. Hay advises boards and management teams on a broad array of compensation issues.  Recent projects include compensation decision-making related to merger and acquisitions, equity plan strategy, pay and performance alignment, line of business compensation and proxy advisor guideline interpretation and consultation.

 

Ms. Hay is a certified compensation professional (CCP), a senior professional in human resources (SPHR) and a SHRM senior certified professional (SHRM-SCP).

Close
About the presenter
Presented by
Dan Kaufman

Partner

Meridian Compensation Partners, LLC

Dan Kaufman is a partner at Meridian Compensation Partners, LLC.  He co-leads the retail team and is a member of the financial services team.  He consults with boards of directors and senior management on all aspects of executive and director compensation.  Mr. Kaufman’s areas of expertise include competitive benchmarking, short-term and long-term incentive plan design, alignment of pay and performance, compensation disclosure and technical issues.  He advises public and private companies ranging from S&P 500 companies to pre-IPO startups.

 

Mr. Kaufman has been involved with executive compensation issues for over 15 years both as a consultant and in a corporate role.  He has a broad range of industry experience covering retail, financial services, healthcare equipment and services, business services, consumer goods and media.  Mr. Kaufman is a frequent speaker and writer on executive compensation trends and developments.

Breakout 1: Compensation and Its Effect on M&A

The M&A environment creates new compensation challenges as deals take longer, and the number of mergers of equals rises. This session includes topics such as retaining key talent pre-close, setting compensation when merged CEOs continue working for the combined entity, what to do when a deal falls through and combining disparate board compensation structures.

Session Resources

Take Survey

Check out more day one sessions

  • 01/28/24 2:30 pm – 4:00 pm Wildflower Ballroom

    Crowe Tabletop Exercise

    Tabletop Simulations are an effective way to practice crisis response planning and operational recovery capabilities by allowing team members to “experience” a tailored scenario – and the challenges resulting from this scenario – in a relaxed, non-threatening atmosphere. The simulation fosters collaborative conversation, develops critical decision making and surfaces areas for improvement by equipping the response team members to better safeguard the organization while…
    View Session
  • 01/28/24 3:15 pm – 3:55 pm Grand Sonoran H-K

    Breakout 1:  Creative Solutions for Addressing Deal Certainty in Uncertain Times

    This session focuses on the current regulatory climate concerning M&A, emphasizing changing regulatory standards for approval of transactions, hot-button issues and potential regulatory threats to the successful and timely completion of a transaction. It also discusses the proliferation of more unique or creative solutions employed in the recent M&A context (including by credit unions and investor groups) and the attendant regulatory and diligence issues…
    View Session
  • 01/28/24 3:15 pm – 3:55 pm Grand Sonoran G

    Breakout 2:  Building and Scaling a Best-In-Class Cannabis Banking Program

    More banks than ever are serving the legal cannabis industry, garnering low-cost deposits, additional fee income and a host of other benefits. But what goes into running and scaling a successful program? In this session, hear directly from one of the leaders in cannabis banking, Southwest Capital Bank, and take away practical insights on how to work safely and effectively with cannabis-related businesses.
    View Session
See All