MARCH 29-31, 2020 | ATLANTA, GA

AGENDA | Sunday, March 29, 2020 | Day One

10:00 AM - 10:30 AM Registration
10:30 AM - 10:35 AM Welcome Orientation
Teresa Fondessy, Executive Director, Total Rewards Exchange
10:35 AM - 10:50 AM Thoughtexchange App Introduction POWERED BY

10:50 AM - 11:00 AM Chairperson’s Opening Remarks

11:00 AM - 11:40 AM The Total Rewards Strategy: Acknowledging More Than the Sum of It’s Parts
Total Rewards Executives face current challenges of personalization and customization while creating centricity of
options. The Total Rewards includes not only the traditional elements of pay and benefits, but it recognizes that people
want to enjoy their work and, when they finish the day’s work, they want a life from which they get pleasure. Each
component of the Total Rewards Package must be viewed as not only based on its own virtues, but also in the context of
a big picture. Ultimately, the “whole” should be bigger than the sum of its parts, and it is the totality of the Total Rewards
Package that will make a difference and meet both the company’s objectives, as well as, the employees’ needs.

J. Brian Coleman
Vice President, Total Rewards and Shared Services
Dawn Foods

11:40 AM - 12:10 PM Maintaining the Strategic Vision While Balancing Multi-Generational Employee Segments
Rapidly shifting employee demographics is one most significant changes affecting compensation and benefits innovation
and management. Depending on the employee, rewards perceived as valuable can range from traditional benefits
such as stock options, retirement planning, 401Ks, or HSAs to emerging benefit trends such as flex-time, on-demand
assignments, student loan repayment assistance, and career-pathing. In this session, we will share insights and
experiences in:

• Acknowledging compensation expectations and preferred benefits of incoming talent while valuing those of tenured
employees
• Merging Baby Boomer and the Gen Y employees: What we have learned, what we would do differently
• Determining the widest number of offerings your company culture and budget can sustain
• Employee surveying for balancing their preferences with budgetary and administrative limitations
• Knowing when to draw the line: Creating competitive rewards while staying true to organizational culture and long
term goals

12:10 PM - 1:40 PM Networking Brunch

1:40 PM - 2:15 PM Collaborative & Courageous Leadership
Learn how innovative and dynamic leaders are leading the way by having courageous conversations within their
organization. Discover how organizations are creating a culture that promotes openness, transparency and collaboration
by empowering their employees to share their voice and consider the thoughts and ideas of others; shifting the
corporate paradigm from closed and knowing to open and learning. In this session you’ll learn what collaborative and
courageous leadership means to you and those around you.
POWERED BY

2:15 PM - 2:55 PM PANEL: Tech Take: Simplifying Success Through Mobile App Introduction
Today, the average mobile user in the U.S. has 37 apps on their phone, engages daily with 12 different apps, and
spends a whopping five hours every day on their mobile phone. It is more imperative than ever that HR executives
are developing mobile friendly options for the consumers, so how do Total Rewards Executives benchmark the best
technologies and how do cutting edge vendors stand out in the crowded marketplace? During this session three
vendors will convey the benefits of their technologies to a panel of Total Rewards & HR Executives. The Total Rewards
Executives will follow up with questions, advice on go-to-market strategies and how to cut through the noise to increase
market traction and adoption by the Total Rewards and HR team.

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 MARCH 29-31, 2020 | ATLANTA, GA

3:00 PM - 3:45 PM Masterclass Brainweave®

AI for Wellness: Dominating Creative
Advantage
Every year brings unique and sometimes wacky new
workplace initiatives. 2019 brought us examples such
as implanting RFID microchips in employees or only
allowing them to expense vegetarian food, but there are
also important trends that you might see arriving in your
workplace in 2020 and beyond. With wellness on the rise,
organizations are tackling all areas of wellness, including
physical health and working toward extending ease of use
options for their workforce. When it comes to fitness and
physical health, accessible options drive the bar. In this
session we will discuss:
• Physical wellness trends
• Emphasis of recovery in physical routines
• The use of AI engines to better understand the optimal • Develop design and gain mutual agreement through
level of physical activity for individuals
Calculate & Communicate: Sales
Compensation Plan Design
A great sales compensation plan needs to accomplish
quite a lot and whether you are building from scratch or
re-vamping an old plan, there are clear steps that can
increase overall objectives of providing fair compensation
to employees in customer-facing roles, incentivize specific
behaviors and actions that suit the needs of the business
and the customer, and continuously motivate reps to
exceed targets that grow the company while maintain a
profit margin. In this session we will discuss:
• Identify proper data targets to align compensation with
business objectives
• Understanding the basics of a good compensation
plan
effective communication

3:45 PM - 4:00 PM Networking Break

4:00 PM - 5:30 PM Business Meetings X 3

5:35 PM - 6:05 PM Overcoming Pay Gaps: Developing and Communicating Your Pay Equity, Diversity and
Inclusion Initiatives in Total Rewards
Securing C-Suite, Board, and/or compensation committee buy-in on new total rewards initiatives can often require a
sales approach. However, once you have received their sign-off, to ensure success you must involve your employees in
the plan by presenting a clear vision, and its value to them and your organization. During this discussion, we will take a
deep-dive into:

• Ensuring diversity and inclusion are at the forefront of your compensation and benefits strategic vision
• Creating a talent development plan that is inclusive of your organization’s diversity objectives and measurable
• Prevailing pay equity philosophies and implementation strategies: What’s working? What’s not?
• Demonstrating the reputational value of effective equal pay initiatives to your compensation committee
• Tracking and communicating outcomes: Measuring your success and addressing your shortcomings
6:05 PM - 7:00 PM PANEL: Goodbye Empty Promises & Outdated Rewards Programs: Using Modern
Approaches & Analytics to Turbocharge Rewards & Recognition
As technology improves and the capabilities of our programs mature, program design must evolve as well. Do you
know the goals of your rewards program and have they shifted since you first adopted them? How is your workforce
responding to recognition? What process do you need to improve? During this panel discussion attendees will learn how
to:

• Reinvent rewards and recognition for increased agility

• Manage intrinsic and extrinsic motivation
• Make better use of your total rewards data to build a strategy that is employee-centric and cost effective
• Utilize data to understand how engaged your company is with your recognition program
• Utilize technology to make your programs trackable and agile
6:55 PM - 7:00 PM Chairperson’s Closing Remarks
7:00 PM Networking Cocktails

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 MARCH 29-31, 2020 | ATLANTA, GA

AGENDA | Monday, March 30, 2020 | Day Two

7:30 AM - 8:00 AM Networking Breakfast
8:00 AM - 8:05 AM Chairperson’s Recap of Day One
8:05 AM - 8:45 AM PANEL: Engagement and Retention: Total Rewards Design Development For a Global
Workforce
Compensation and benefits that are appealing and essential to your domestic employees may be meaningless to your
international staff. With global workforces becoming more prevalent, your total rewards offerings should factor in socio-
economics and cultural preferences. This panel will explore how by tailoring your offerings, you will elevate your ability to
retain highly valuable and diverse global employees.
8:45 AM - 9:15 AM Revamping the ROI: Strategic Internal Partnerships to Obtain Board Buy-In
As the role of HR continues to move beyond a transactional approach, advancing Mergers & Acquisitions (M&A)
readiness significantly impacts financial metrics and the influential power of HR within the organization. In order to
elevate Total Rewards strategy and its impact on the organization, the development of strategic partnerships becomes
more and more imperative to ensure board and Executive engagement. In this discussion we will uncover:

• How to develop strategic partnerships between HR and Total Rewards, Operations, and Finance
• Understanding M&A as a “life event” for employees and the readiness of your internal workforce
• Showcasing how HR represents brand/culture/purpose and key to successful integrations

9:20 AM - 10:05 AM Masterclass Brainweave®

Championing Engagement & Productivity:
Transitioning from Traditional Employee
Assessments
The incoming employee segment’s unique communication
style and career preferences simply cannot be ignored if
you wish to attract and retain their talent. Demonstrating
a career plan, providing instant and frequent performance
feedback, and conducting informal evaluations are viewed
by this generation as attractive total rewards elements.
We will examine how one organization successfully
moved beyond formal annual employee evaluations to
a less formal approach. By conducting quarterly career
planning and impromptu feedback sessions they ultimately
improved manager-employee communication, employee
engagement, satisfaction, and retention.
Relieving Financial Stress to Increase
Workforce Wellbeing
HR Executives are tasked with managing a workforce
across multi-generational workforces, all of whom are
juggling different priorities and challenges. With over 31%
of recorded financial strain in global workforces today, the
hindrance on overall performance is substantial. But no
matter what generation an employee may be part of, one
thing is certain – almost every employee is dealing with
some type of financial stress that impacts their productivity
& health. During this discussion you will:
• Cover the causes of financial stress per generation
• Review the impact of financial stress on organizations
• Explore potential solutions to set your company up for
success, meeting the needs of your employees and
managing the trajectory of your talent pipeline

10:05 AM - 10:20 AM Networking Break

10:20 AM - 11:50 AM Business Meetings X 3

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 MARCH 29-31, 2020 | ATLANTA, GA

11:55 AM - 12:35 PM Complete the Puzzle: Centricity in Global EAP Programs

Maximizing productivity and containing costs continues to be at the forefront of responsibility for HR Executives. As
companies continue becoming increasingly global, multinational employers often face the challenge of searching for
ways to improve the health and productivity of their employees around the world while developing centricity of offerings.
During this discussion we will deep dive into:

• Overcoming barriers and developing the benefit of a centrally managed EAP, with consistent service delivery for
employees, wherever they are working
• Develop a comprehensive, global approach to addressing employee problems so that organizations stay ahead of
workforce issues
• Create a customizable approach through use of performance data and metrics

12:35 PM - 1:35 PM Networking Brunch

1:35 PM - 2:35 PM Practitioner Roundtable Discussions
Earlier in the Exchange, we collected your insights and challenges using Thoughtexchange. We identified the highest
rated topic areas. During this session, you’ll have the opportunity to choose a topic and participate in a small group
discussion. You will work in groups to develop an action plan for improvement.
POWERED BY

2:35 PM - 3:10 PM Measuring the Impact of Your Wellness Program

The success of an organization may be deeply affected by the well-being of its staff. One’s well-being encompasses
their mental and physical health, financial health, stress management, quality of relationships, and work-life balance.
However, despite its comprehensive impact, it can often be the benefit least appreciated. This discussion will explore
how companies can build better Well-Being programs, more effectively demonstrate their value to the C-Suite and
employees through effective measurement, and ultimately, make them a mainstay of total rewards packages.

3:15 PM - 4:00 PM Masterclass Brainweave®

Measuring the Success of Your Rewards &
Recognition Programs
Just when your latest rewards program is implemented
and you are ready to sit back and relax, it hits: you need
to decide how you are going to approach measuring its
success. It is shocking how difficult it can be to measure
these results accurately, however. Identifying what success
means for your program and what indicators even reflect
that can be convoluted and confusing.
Hear how Fortune 500 organizations are using Total
Rewards analytics tools to align improvements with
performance metrics to impact revenue, margins, and
productivity. In this session, learn what metrics matter,
which ones are inaccurate, and how to correctly calibrate
your measurements to get a realistic picture of your
organization’s results.
Executive Compensation: A New Solution to
an Old Problem
Today’s situation risks more than bad public relations for
public companies: there is a danger of missing out on
an opportunity to improve incentives for top managers to
increase the long-term value of their enterprises. In this
discussion we will cover:
• Conducting a realized pay analysis
• Considering the cost of poor pay practices
• Proactive strategy on gender pay disclosures
• Develop corporate governance consulting strategies

4:00 PM - 4:15 PM Networking Break

4:15 PM - 5:45 PM Business Meetings X 3

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 MARCH 29-31, 2020 | ATLANTA, GA

5:50 PM - 6:25 PM Creating a Comprehensive Benefits Package Amid Rising Healthcare Costs
With an ever-changing healthcare landscape come unpredictable and often exorbitant healthcare costs. Combine this
with high employee expectations, and you can find yourself significantly challenged when trying to source and offer a
robust healthcare package to your employees. In this session, we will explore:

• The impact of impending healthcare policy on budgetary considerations

• Strategies for surviving exorbitant specialty drug costs: Why the PBM you select matters
• Demonstrating the key factors with your Board and/CEO to justify your healthcare benefits selections
• Ancillary health-related benefits and wellness programs to bolster your healthcare package
6:25 PM - 6:30 PM Chairperson’s Closing Remarks
6:30 PM Cocktails and Networking Dinner

hrexchangenetwork.com/events-total-rewards-exchange | spexchange@ipqc.com | 813-658-2516

 MARCH 29-31, 2020 | ATLANTA, GA

AGENDA | Tuesday, March 31, 2020 | Day Three

7:30 AM - 8:00 AM Networking Breakfast
8:00 AM - 8:05 AM Chairperson’s Recap of Day Two
8:05 AM - 8:35 AM Direct Communication: Effectively Communicating The Value of Your Benefits Program
What’s Your Value Proposition? Developing Modern Communication Strategies to Help Your Employees Understand &
Ultimately Make Better Decisions on The Best Benefits for Their Needs Let’s face it, healthcare and related terminology
can be confusing. While you may have a great benefit plan on paper, without an effective communication strategy, your
employees may not understand the terms, and subsequently, miss out on the true value. During this session, attendees
will:

• Receive modern communication and branding techniques that are sure to grab the attention of all employees
• Develop a step-by-step plan to emphasize the value of your benefits
• Simplify your enrollment strategy and communications
• Improve accessibility through enabling technology

8:40 AM - 10:10 AM Business Meetings X 3

10:10 AM - 10:25 AM Networking Break
10:25 AM - 10:35 AM Market Question
What are some things organizations must do more of to transform and remain competitive?
During this session, you’ll have the opportunity to participate in smaller group discussions based on real time feedback
received on the above question.

POWERED BY

10:35 AM - 11:00 AM Practitioner-Led Teach Back

Earlier in the exchange, you had the opportunity to choose critical topic areas as identified by the Thoughtexchange tool.
Smaller groups were formed to develop an action plan for improvement. During this session, attendees will have the
ability to continue the discussion and receive a report out from each group, detailing their specific action plans and next
steps.
POWERED BY

11:00 AM - 11:35 AM PANEL: Practitioner-Led Teach Back

With the extensive wave of retiring baby boomers and pensions nearly extinct, HR and Total Rewards professionals
are beginning to question whether the 401K is an adequate benefit to support post-career preparedness. Employees
facing retirement are often uncertain about the strength of their financial plan, which is compounded by the significant
impending life-style change they are facing. However, these concerns are rarely addressed by companies. This session
will address:

• What responsibility Human Resources staff should have in ensuring both the financial and emotional preparedness
of retiring employees?
• Beyond retirement planning websites: Innovative retirement preparedness to establish the adequacy of their
financial resources
• Is it ever too early to discuss the transition? Introducing social and financial retirement education earlier in an
employee’s tenure
• Offering alumni benefits programs for early retirees who do not yet qualify for Medicare

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 MARCH 29-31, 2020 | ATLANTA, GA

11:35 AM - 12:00 PM PANEL: Closing Q&A

Invaluable experiences and strategies have been discussed over the course of the Exchange. In this capstone session,
panelists will share top-level insights that emerged from their respective sessions and answer additional questions in
summary of the event’s discussions.

12:00 PM Chairperson’s Closing Remarks

hrexchangenetwork.com/events-total-rewards-exchange | spexchange@ipqc.com | 813-658-2516