Education Seminar

2016 Human Resources Conference
Leading and Motivating a Multi-Generational Workforce

JW Marriott Santa Monica Le Merigot​

Earn HR Institute Certification and CPE Credits!

Join your colleagues and our expert speakers to discuss which innovative and practical solutions are most effective in addressing the unique challenges facing the multi-generational makeup of the banking industry today.  

The existence of a multi-generational workforce poses new challenges in today’s banking marketplace that must be addressed if financial institutions want to remain competitive. A lack of awareness about these differences can contribute to a rise in conflict within working relationships, a decrease in productivity, and an increase in turnover. Seasoned staff can become frustrated by seemingly detached junior staffers. New employees can feel disconnected with the existing hierarchical structure. And those tasked with leading this broad workforce can become frustrated with everyone.


Breakfast and registration will be hosted from 8:00 a.m. – 9:00 a.m. with the general session beginning at 9:00 am and concluding by 3:30 pm. Lunch will be served during the noon hour. 

8:00 am – Registration and Breakfast

9:00 am – Conference Welcome

9:10 am – Hot Topics in Employment Law
Jon Light, Managing Attorney, LightGabler
In this session we will focus on pitfalls that routinely trip up Human Resource managers, including paystub violations, misclassification of employees as exempt salaried, meal and rest break violations, use of “independent contractors” who aren’t so independent, PTO/Vacation/Sign and other benefits, reimbursement for personal expenses, handling disability issues (light-duty, return to work, discipline during, extended leaves), disciplinary procedures (warnings, probation), use of reviews as part of discipline, and documentation strategies.  

10:00 am – Networking Break

10:20 am – Why Purpose Matters Most     
Louis Efron, Former Head of Global Employee Engagement, Tesla Motors, CEO, Purpose Meets Execution
Corporate purpose has proven to be the single most powerful tool to drive top and bottom line growth. Defining, developing and nurturing a purpose-based culture accelerates both employee and customer engagement, attracts and retains top talent from a new generation of workers and drives business results. In this session, participants will learn:

  • The definition of organizational purpose
  • What organizational purpose looks like
  • The ROI of organizational purpose
  • How to recruit for purpose
  • How purpose drives employee engagement, recruiting, innovation, quality and business results
  • The importance of balancing purpose and execution

11:10 am - Peer Roundtable Session: Employee Engagement Best Practices
Moderated by Louis Efron, Former Head of Global Employee Engagement, Tesla Motors, CEO, Purpose Meets Execution

12:00 pm – Lunch

1:20 pm – Eliminate Performance Ratings: A Case Study
Noma Bruton, Principal, Sagacity|HR, Former Chief HR Officer, Pacific Mercantile Bank
A trend is emerging as businesses eliminate the rating and ranking of employees from their performance management processes.  Several major companies such as Deloitte, Adobe, Microsoft and Expedia have already redesigned their performance management programs and eliminated ratings.  As this trend gains traction, business and HR leaders look for alternatives that motivate employees while ensuring decisions in selection, compensation and performance management are made in a fair and defensible way.  This program is a practical case study of the issues a bank faces when redesigning the performance management process.  Risk mitigation, technology, communication and measures of success will be covered.

2:10 pm – Networking Break

2:30 pm – Employee Retention: From Millennials to Boomers
Steve Marlow, CPA, Consulting Principal, Bank Compensation Consulting (BCC)
In this session, various Incentive-based compensation designs will be discussed, with a focus on employee retention.  Design variations will be presented that delineate the differences between demographics (for instance, millennials versus Baby-boomers).  Real world case studies we will offered as examples of how these designs have worked for actual bank clients.  Appropriate documentation will be presented as well as the regulations that need to be considered during the design, implementation, and administration phases to ensure that regulatory compliance is maintained throughout the life of the program.  Steve will also address some of the FAQ received from HR personnel about these programs.

3:20 pm – Final Thoughts

3:30 pm – Conference Adjourns

Session Topics

As we look to peel back the layers of leading and motivating a multi-generational workforce, our discussion will focus on the following areas: 

  • Performance Management
  • Compensation Across the Organization
  • Employment Law
  • Training & Development
  • Employee Engagement & Retention
  • Effective Communication Strategies


  • Senior HR officers
  • HR directors and managers
  • HR generalists and administrators
  • Benefits and compensation specialists
  • Training managers
  • HR banking consultants


Louis Efron
CEO, Purpose Meets Execution, Former Head of Global Employee Engagement, Tesla Motors
Louis Efron is the author of How to Find a Job, Career and Life You Love, a contributing writer for Forbes and Huffington Post and the CEO of Purpose Meets Execution. His career credits include Head of Global Employee Engagement for Tesla Motors, International VP of HR for JDA Software, VP of HR for the Fortune 300 medical device company, Stryker and Broadway theatre. He is an award winning human resources executive, entrepreneur, writer, theatre director, producer, consultant, speaker and founder  of the charity World Child Cancer USA. He has lived and worked throughout the US, Europe, Africa, and Asia.

Noma Bruton
Principal, Sagacity | HR, Former Chief HR Officer, Pacific Mercantile Bank
Noma Bruton is Principal of Sagacity|HR.  Noma has previously served as Chief Human Resources Officer at Pacific Mercantile Bank in Costa Mesa and at Santa Barbara Bank & Trust in the Central Coast. Over the course of her HR career, she has specialized in compensation, recruiting, leadership development and process improvement.  A graduate of the University of Texas at Dallas, she is certified in Six Sigma process improvement methodology and as an executive coach. In addition to her commitment to improve performance management processes, she is passionate about promoting mental health in the workplace.

Jon Light
Managing Attorney, LightGabler
Jon Light has more than 30 years experience in the field of employment law, is AV-rated by Martindale Hubbell, and has been named multiple times as one of Southern California’s “Super Lawyers” by Los Angeles Magazine. As the managing attorney at LightGabler, Jon consults with over 600 companies throughout California regarding their day-to-day employment law needs.

Steven J. Marlow, CPA, MACC
Consulting Principal, Bank Compensation Consulting (BCC)
Steve Marlow has been advising banks regarding non-qualified benefit plans and the utilization of life insurance as a funding vehicle for 20+ years.  Before his current role as the Consulting Principal at Bank Compensation Consulting (BCC), he began his career in KPMG Peat Marwick’s Tax Department.  Mr. Marlow subsequently became the Tax Compliance Director for a major life insurance company and was later recruited by Clark Consulting, as a member of the National Accounts Team.  Mr. Marlow’s focus is to ensure bank decision-maker(s) have the proper understanding, appropriate design, and correct implementation of their non-qualified benefit and/or BOLI programs.

Registration Information

Registration Fees

Early-Bird Registration through April 8, 2016
CBA Member: $395
Non-Member: $595
CBA Affiliate Member: $645

Regular Registration
CBA Member: $595
Non-Member: $795
CBA Affiliate Member: $845

Cancellation Policy

Substitutions are allowed, at no additional cost. Written notice is required for all substitutions/cancellations. If the request is received by April 1, 2016, the full registration fee will be refunded and 50 percent if by April 8. No refunds will be provided after April 8. Registrations made on or after April 8 are not subject to refund.

If you are not fully satisfied with this program, please contact Glenn Younger, Manager of Education & Training, (916) 438-4433.

Registration Discounts

We are excited to offer the following discounts for our 2016 HR Conference.

Please note that only early-bird pricing is available online, all other discounts can only be processed by submitting a PDF registration form via email, fax, or postal mail. The PDF registration form is available under the resources section of this page. 

Early-Bird Pricing (save $200): Register by April 8 and save $200 off the regular registration by taking advantage of our early-bird discount. 

First-time Attendees (save $100): If you’re a first timer to our annual HR Conference, please accept our gift to you – a $100 savings off your registration!

Group Pricing (save $50): submit three or more registrations from the same bank/firm to the conference and receive $50 off each registration. 

Location Information

Thursday, May 14, 2015

JW Marriott Santa Monica Le Merigot
1740 Ocean Avenue
Santa Monica, CA,  90401
(310) 395-9700

For hotel room reservations, please call the Group Reservations Manager, Andrew Brito, at (310) 899-6111 or via email at and mention the “California Bankers Association.” 

The hotel room rate for the night will be $309/night plus taxes and other fees.

Credit Information

Program Level: All Levels

Prerequisites: None

Advance Preparation: None

Method of Presentation: Group – Live (Lecture, Discussion, and Case Study)

Recommended CPE Credits: 5.0 Hours Maximum
(Estimated 5.0 Personnel/HR)
Sponsored learning activities are measured by program length, with one 50-minute period equal to one CPE credit.  One-half CPE credit increments (equal to 25 minutes) are permitted after the first credit has been earned in a given learning activity.  Please note that not all state boards have adopted this rule.  Some participants may not be able to use one-half credit increments.

HR Institute Certification Credits: 5.0 Hours Maximum

This program will be certified for 5.00 (General ) recertification credit hours toward PHR, SPHR and GPHR recertification through the HR Certification Institute. Please be sure to note the program ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at

Sponsor Opportunities

If you are interested or would like more information, please contact:

Rosemary Mignano
Event Sponsor and Exhibitor Development Coordinator
(916) 438-4435

A few reasons your organization should sponsor:

  • Maximize your company’s brand awareness and increase your market position
  • Gain direct access to CBA member banks and institutions in an exclusive environment
  • Raise your profile above your competitors
  • Learn about the issues confronting today’s financial service leaders and gain valuable insight into potential solutions
  • Match your exposure needs, regardless of your budget
  • Shape or reinforce a positive perception of your company with California’s bank executives
  • Support the California Bankers Association, the largest non-profit banking organization serving the California financial services industry