October 20 – 22
Pasadena, CA
Upcoming industry events and webcasts
Join us at the following events, where you'll get the latest insights from thought leaders and industry experts while connecting with other industry professionals.
If you're at the helm of a DC plan, it's imperative to anticipate and navigate ahead of regulatory policy shifts, fulfill fiduciary obligations, stay updated on plan administration protocols, and manage an array of other responsibilities. Join us at DC West, where you'll have the chance to gain invaluable insights into how your counterparts are successfully tackling the complexities of retirement plan oversight.
What it Takes to Craft an Effective Financial Wellness Program Today
October 21, 3:00 p.m. - 3:50 p.m.
Industry research shows that employees who are financially fit tend to be more productive, and a majority of DC plans today provide financial wellness programs in order to enhance talent retention and workforce engagement. This session will explore the key elements of a robust financial wellness program, highlighting opportunities to leverage modern technology and more personalized solutions. Topics will include:
- Managing student loan debt
- Building emergency savings
- Utilizing health savings accounts (HSAs)
- Offering voluntary benefits such as tuition assistance and flexible spending accounts (FSAs)
- Integration of educational and financial planning programs
Attendees will gain valuable insights into designing a comprehensive financial wellness program that addresses the diverse needs of their workforce, promoting both financial stability and overall well-being.
Moderator:
Jillian Verspyck
Managing Director, Participant Engagement & Experience
Workplace Benefits
This year, GEO will bring together more than 200 attendees from Europe, the US, and across the globe.
With influential equity compensation decision-makers under one roof and three essential content streams, PERE 2024 offers a unique opportunity to strengthen your connections and enhance your global share plan knowledge.
GEIS 2024: Leveraging AI and Emerging Trends in Global Equity Compensation
November 14, 13:10 – 14:00
Join this session to uncover the latest trends in global share plans with highlights from the 12th annual Global Equity Insights Survey (GEIS) 2024. This unique survey reveals crucial insights into how companies worldwide use equity, focusing on Long Term Incentives (LTIs), Share Purchase Plans (SPPs), and talent.
The panel will also explore survey findings on how companies are harnessing the transformative impact of Artificial Intelligence (AI) for their equity compensation strategies, showcasing real-world applications and best practices.
KEY LEARNINGS:
- Discover the latest trends in global share plans from the 2024 Global Equity Insights Survey, including LTIs and SPPs
- Gain insights into how AI is revolutionizing equity compensation strategies
- Learn best practices and emerging trends in equity-based compensation to apply in your company
Speaker:
Danyle Anderson, CEP, CPA, FGE
Director, Equity Industry & Consultant Relations
Workplace Benefits
Leveraging Broad-Based Equity Programs for Company-Wide Success
November 13, 14:10 – 15:00
Discover how broad-based employee share ownership programs can be a game-changer for your organization, especially during challenging times. This session will highlight the importance of cohesive teamwork, mutual trust, and accountability in achieving success.
Learn how inclusive and wide-reaching equity programs can attract, motivate, and retain employees. Hear from innovative companies about their successful equity plans and strategies, including special retention grants, celebration grants, and stock purchase plans. Explore how these programs can drive corporate strategic goals and maintain competitiveness in a tough talent market.
KEY LEARNINGS:
- Understand the benefits of broad-based employee share ownership programs in fostering trust, accountability, and organizational success
- Discover strategies for designing inclusive equity programs that attract, motivate, and retain top talent
Learn from success stories about using equity as a long-term incentive to navigate challenges and remain competitive.
Speaker:
Danyle Anderson, CEP, CPA, FGE
Director, Equity Industry & Consultant Relations
Workplace Benefits
Past events
Take a look at the past events we have participated in and may have seen you at.
NASPP
October 14 – 17, 2024
San Francisco, CA
GEO’s NorCal Annual Forum
September 18, 2024
San Mateo, CA
Annual CEPI and Silicon Valley NASPP Symposium
July 23, 2024
Santa Clara, CA
EQUILAR Summit24
June 5 – 7, 2024
Boston, MA
NASPP New England Summit
June 5 – 6, 2024
Smithfield, RI
PLANSPONSOR National Conference
June 4 – 7, 2024
Chicago, IL
WorldatWork® Total Rewards ‘24
May 20 – 22, 2024
Cincinnati, OH
PSCA National
May 15 – 17, 2024
Salt Lake City, UT
24th Annual Employee Healthcare Conference
April 16 – 17, 2024
New York, NY
PLANSPONSOR HSA Conference
April 10 – 11, 2024
Virtual livestream
GEO 25th Annual Conference
April 9 – 11, 2024
Nashville, TN
NAPA 401(k) Summit
April 7 – 9, 2024
Nashville, TN
24th Annual Employee Healthcare Conference
March 19 – 20, 2024
San Diego, CA
P&I Defined Contribution East
March 10 – 12, 2024
Orlando, FL
DCIIA Innovation Forum
February 28, 2024
Newport Beach, CA
Diversity, Equity & Inclusion Awards
February 27, 2024
Newport Beach, CA
National Labor & Management Conference
February 15 – 20, 2024
Hollywood, FL
GEO'S 13th ANNUAL NORCAL FORUM | Global Equity Organization
October 26, 2023
San Mateo, CA
P&I Defined Contributions West
October 22 – 24, 2023
San Diego, CA
Join us at an upcoming webcast where you'll get the latest insights from Workplace Benefits leadership and experts.
For more information, email WorkplaceBenefits_Consultant_IndustryRelations@bofa.com
Workplace Benefits Consultant & Industry Relations:
Engagement techniques that drive action
Q1 2025
Come join our upcoming webcast and hear how we are helping employees at all levels maximize their benefits and pursue their financial goals with the education, resources and guidance that fits their needs by:
- Delivering impactful next-step messaging with Bank of America’s next-gen proprietary AI platform.
- Advancing our integrated financial wellness program through our multiple channel offerings.
- Meeting employees in moments that matter using robust engagement strategies.