4.3 Total Rewards and Financial Wellness Beyond Equity Plans

Discover the power of an integrated rewards strategy that goes beyond equity plans to support employee financial wellness and overall well-being during this interactive roundtable. Participants will share experiences and explore how to combine equity, compensation, benefits, and wellness initiatives to attract and retain top talent while addressing the diverse needs of today’s workforce.
Through guided discussions, you’ll uncover actionable insights on creating cohesive total rewards strategies, the role of financial wellness programs in reducing workplace stress, and innovative ways to enhance employee satisfaction and retention.


KEY LEARNING POINTS:

  • Explore strategies for integrating compensation, equity, benefits, and non-monetary perks into a cohesive total rewards strategy.
  • Explore how financial wellness programs can improve employees' overall well-being and reduce workplace stress.
  • Share practical tools and strategies to design rewards programs that meet the diverse needs of a modern workforce, fostering higher satisfaction and retention.
Speaker/Author

Evans Longacre, Fidelity (US)
Maya Wright, Industry Expert (US)
Augustin Serban, Industry Expert (ES)

Event date
Tuesday, 29 Apr 2025, 13:15 - 14:00
Country
Breakout series
Location
Palmovka 3
Field of Study
Not eligible

2.5 Global Approaches to Financial Education and Engagement

Equity awards come with great responsibility—tax obligations, broker account management, and financial health considerations. This interactive session will explore how to design a comprehensive education program that empowers employees to fully understand and appreciate their stock compensation. Learn how a multi-layered approach can enhance engagement with equity awards and foster greater financial wellness across your workforce.

KEY LEARNING POINTS:

  • Strategies for developing a multi-layered education program on equity awards.
  • How to boost employee appreciation of stock compensation and its long-term benefits.
  • Best practices for promoting financial wellness alongside equity plan education.
Speaker/Author

Jim Alden, Charles Schwab (US)
Carolina Ellerker, Google (US)
Eileen Nguyen, Google (US)
Daniel Roberts, Morgan Stanley at Work (US)
Derek Stephanian, Vialto Partners (US)

Event date
Monday, 28 Apr 2025, 16:00 - 17:00
Country
Breakout series
Location
Karlin 4
Field of Study
Specialized Knowledge
Level
O