2020 Past Presentation List

DECEMBER – WEBINAR

Leading Change: How to Be a Successful Change Agent in Challenging Times

Dr. Hope Zoeller, Founder and President of HOPE

Wednesday, December 9, 2020 –  12:00 p.m. – 1:15 p.m.

Rosalynn Carter said, “A leader takes people where they want to go. A great leader takes people where they don’t necessarily want to go, but ought to be.” Successful organizational change requires great leaders as they steer the transformation from a difficult journey into a smooth ride. Harvard Business Review identified five key competencies for change management: demonstrating flexibility and resilience; recognizing growth opportunities; striving for results; leading courageously; gaining buy-in. This session will provide tools and resources necessary to be an effective change agent in challenging times.

Dr. Hope Zoeller is Founder and President of HOPE (Helping Other People Excel), LLC, a firm that specializes in facilitating leader success at every level of an organization. For over 14 years of her professional career, Dr. Zoeller worked at UPS in various roles including Customer Service, Training and Development and Employee Relations. For the past 15 years, she has been consulting with organizations on leadership development. Dr. Zoeller is also a Professor at Spalding University teaching Organizational Development and Change in the Master of Business Communication program. Dr. Zoeller serves on the Board of Trustees for Cottey College. She has a Doctorate in Leadership Education from Spalding University, a Master of Education in Training and Development from the University of Louisville and a Bachelor of Arts in Communications and Psychology from Bellarmine University. Hope co-authored with Dr. Joe DeSensi HOPE for Leaders Unabridged.

OCTOBER – WEBINAR

Flexible Work and the Impact on Compensation

Lisa Dietrich, Senior Principal, Mercer

David Miller, Senior Associate, Mercer

Wednesday, October 28, 2020 –  12:00 p.m. – 1:00 p.m.

With 2020 being a year of exponential change, things aren’t “business as usual” when it comes to the merit season. We’ll discuss results from the multiple compensation planning pulse surveys that Mercer has conducted this summer and fall,  how merit budgets have changed, how they look different by industry and what creative approaches companies are taking this year. We’ll also highlight how employers and employees have had to experiment with new ways of working flexibly in the wake of school and workplace closures and family health concerns brought about by the COVID-19 pandemic. For the most part, this “forced” experiment has been a surprising success and has opened employers’ eyes to their workforce’s adaptability.

Lisa Dietrich is a Senior Principal and Compensation and Benefits Consultant in Mercer’s Career business. She is a member of Mercer’s Executive Benefits Group (EBG), which is a national resource providing consulting services for the benchmarking, design, compliance and financing of executive benefit plans. Lisa has over 20 years of experience working with employee compensation and benefits programs and has specialized in the area of executive benefits and compensation for over 17 years. She has significant experience working with tax-exempt organizations and the unique regulations within which compensation programs must comply.
 
Lisa consults with Boards, Compensation Committees, senior leadership and management on a broad range of compensation and benefits topics including:

  • Evaluating the competitiveness and structure of total remuneration programs, including salary, incentive plans, benefits and perquisites.
  • Benchmarking, design, implementation, administration and financing of executive retirement/ deferred compensation programs, executive welfare benefits such as life and disability benefits and perquisites.
  • Advising on the regulatory and compliance requirements impacting deferred compensation.

Prior to joining Mercer, Lisa worked for Benefit Actuaries, Inc. specializing  in the  design and administration of employee retirement plans. Prior to that, she worked for HealthNet, Inc. in Woodland Hills, CA and John Hancock Life Insurance Company in Boston, MA.
Lisa received a bachelor’s degree with highest honors from Purdue University where she graduated with a major in actuarial science. She is a Fellow of the Society of Actuaries, an Enrolled Actuary and a member of the American Academy of Actuaries.

David Miller is a Senior Associate in the Louisville office of Mercer. He has over 10 years of experience as a compensation and benefits analyst/consultant. He assists clients in a variety of capacities, including but not limited to job analysis, compensation and benefits benchmarking, pay structure design and implementation, cost impact modeling, pay-for-performance strategy implementation and retirement benefits design.
 
Throughout his tenure with Mercer, David has worked on projects for organizations of various sizes and industries, but he specializes in the not-for-profit space. He conducts workforce compensation reviews for 15-20 clients annually and often provides support with respect to executive compensation and total remuneration analyses.

David received his bachelor’s degree in mathematics from Saint Michael’s College where he graduated magna cum laude.

AUGUST – WEBINAR

Wage and Hour Compliance

Matthew T. Lockaby
Founder and Managing Partner, Lockaby PLLC

Wednesday, August 19, 2019 –  12:00 p.m. – 1:00 p.m.

In this webinar, we will cover the following topics:

  • The latest DOL and NLRB regulatory updates (new overtime rule, new “regular rate” calculations, and new joint-employer rules) that impact wage-and-hour issues for employers;
  • Brief overview of FLSA overtime law (including exemptions)
  • Discussion of pitfalls of misclassification of employees as independent contractors (and what facts/factors to consider when determining whether a worker is an employee or independent contractor);
  • Actual calculation of overtime for the different ways employees are paid (hourly, commission, day rates, etc.)

Matthew T. Lockaby is the founder and managing partner of Lockaby PLLC. He represents employees, employers, and management in nearly every aspect of workplace or labor-and-employment law. For employees, including executives, officers, and upper-level management, Matt assists them with the review and negotiation employment contracts, restrictive covenants, and severance/separation agreements. For employers and management, Matt counsels and advises owners, business unit leaders, and HR professionals on the wide variety of personnel issues that arise during the employment lifespan; he conducts and oversees internal investigations; he defends against government agency investigations; and he defends against discrimination, retaliation, harassment, and wage-and-hour claims, including class-action and collective-action claims, in state and federal courts. Matt is one of the few attorneys in Kentucky who has successfully prosecuted and defended class- and collective-action claims. He received his B.A. from Centre College and his J.D., cum laude, from the Chase College of Law at Northern Kentucky University, where he was the Executive Editor of the Northern Kentucky Law Review. Matt was voted by his peers as a Kentucky Super Lawyers “Rising Star” from 2013 to 2018 and is the past chair of the Kentucky Bar Association’s Labor & Employment Law Section.

FEBRUARY

Trends in Employee Rewards and Compensation Strategies

Lisa Dietrich
Principal, Mercer

Wednesday, February 26, 2019 –  11:30 a.m. – 1:00 p.m.

This session will cover a variety of topics related to compensation as part of an organization’s total rewards strategy, including the annual compensation setting process and how compensation can be used to attract, manage and reward the right talent. Insights from Mercer’s talent trends and compensation planning research will be highlighted.

Lisa Dietrich is a Principal and Senior Compensation and Benefits Consultant in Mercer’s Career business. Lisa has over 20 years of experience working with employee compensation and benefits programs, including tax-exempt, publicly-traded, privately-held and public entities, and has specialized in the area of executive compensation and benefits. She has significant experience working with tax-exempt organizations and the unique regulations within which compensation programs must comply.
 
Lisa consults with Boards, committees, senior leadership and management on a broad range of compensation and benefits topics including, evaluating the competitiveness and structure of total remuneration programs, including salary, incentives, benefits and perquisites and advising on the regulatory and compliance requirements impacting deferred compensation programs sponsored by tax-exempt organizations, including IRC Sections 457(f) and 409A.

Prior to joining Mercer, Lisa worked for Benefit Actuaries, Inc. specializing in the design and administration of employee retirement plans.  She also worked for HealthNet, Inc. in Woodland Hills, CA and John Hancock Life Insurance Company in Boston, MA. Lisa received a bachelor’s degree with highest honors from Purdue University where she graduated with a major in actuarial science. She is a Fellow of the Society of Actuaries, an Enrolled Actuary and a member of the American Academy of Actuaries.