1. How To Be an Employer of Choice FIRMA 25 th Annual Risk Management Training Conference

2. Session Objectives Attracting and Retaining Talent Development Generational Challenges Measuring Success Succession Planning / Three Deep

3. My "Lens"

4. The views expressed today are my own and do not necessarily reflect those of Edward Jones Trust Company, or its affiliated companies.

5. What risks are associated with NOT becoming an employer of choice?

6. Attracting and Retaining Talent Competition for Talent –Don't believe your own PR –Winners want to be on winning teams Compensation is Important –But not everything –Environment / Climate –Defined reward structure tied to success

7. Questions for Leadership What does success look like? Who is accountable/responsible? What are you rewarding? Alignment is Essential !

8. Employment Value Proposition Attraction to Join Commitment to Stay Source: Corporate Leadership Council 2006 Organizational Stability Compensation Work-Life Balance Leader Quality Supportive Work Environment Future Career Opportunity Development Opportunity Respect

9. Types of Leadership & Responsibilities People Leadership Thought Leadership Process Leadership Project Leadership Individual Contributors What are the measures?

10. Recommended Read First: WHO Then: WHERE

11. Take Note Do you have some empty seats on your bus? Who should get off the bus? Who is in the wrong seat on the bus? Define the success competencies associated with each position.

12. Recommended Read How does your organization learn from its experiences?

13. Development Issues Candid & Fair Performance Assessments –All performance is not above average –Have difficult conversations with respect –Emphasize objective measures Conduct Talent Reviews –Who is ready for more responsibility? –Deliberate development plans Keep it Strength Based Recognize Differences in Learning Style

14. Additional Resources Myers-Briggs Type Indicator ® Kolbe A ™ Index DiSC ® Profiles Change Style Indicator ® Human Synergistics Simulations Teams need practice being a Team. Practice Team Decision Making.

15. Generational Challenges Greatest Traditionalists Baby Boomers Gen X Millennials

16. Development and Work-Life Balance Rotational Development Programs Job Sharing / Flex-Time Leader Development Programs Cross-functional Project Teams

17. Success Measures Turnover Rate Number of Positions with Three Deeps Size and Diversity of Candidate Pools Exit Interviews Climate Survey Results

18. Questions?

19. Thank You!