Want to know what it takes to be recognized as a “Best Place to Work?” This distinction begins with a foundation of recruiting, retention, and engagement and grows with the needs of your employees over time. Historical best practices are no longer in-tune with what recruits and employees are searching for in today’s job market. We know that financial institutions of all sizes strive to create a happy and loyal customer base. This starts with happy and loyal employees, who not only enjoy their jobs but also naturally provide stellar service. While there is no one-size-fits-all solution as it relates to creating a great work environment, there are key concepts that can be applied across all workplaces. During this complimentary webinar, panelists will discuss: • Tactics for recruiting • Strategies for effective communication • Ways to drive employee engagement • Best practices for retention and building trust • Strategies to address challenges your organization is facing today • Tips on how to remain relevant as the workplace evolves in the future • And more! Whether you’re looking for creative ways to become a “Best Place to Work,” or just want to learn more about new recruiting, retention, and engagement ideas for your financial institution in 2015, join us as our experts we walk through the new challenges in today’s workplace environment. Featured Speakers: Anita Hill, HR Director, Atlantic Capital Bank Sherry Jonet, Vice President HR, Bank First National Debbie Sessions, Partner, Porter Keadle Moore Christie Bell, HR Director, Porter Keadle Moore

1. 5 Keys to Making your Financial Institution A Great
Place to Work
February 25, 2015

2. MEET OUR PANELISTS:
Anita Hill, EVP HR & Marketing
Atlantic Capital
Sherry Jonet, VP Human Resources
Bank First National
Christie Bell, HR Director
Porter Keadle Moore, LLC
MODERATOR:
Deborah Sessions, Partner & COO
Porter Keadle Moore, LLC

3. Question #1
Please give a brief description of yourself, your role in your
organization, and the organization, itself – including size,
location, number of employees, etc.

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5. Question #2
Tell us about the process Bank First went through in the
ABA Best Banks to Work For survey?

6. Question #3
What do you think are the top three things your employees
would answer to the question, “What things does your
employer do for you that you love?”?

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8. Question #4
What do you think are the most important areas to focus on
in being a best place to work? How important is
compensation versus, say, career-building or work/life
balance?

9. Question #5
What are your most challenging positions within your
organization to fill?

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11. Question #6
What have been your most effective and least effective
recruiting tactics?

12. Question #7
What have been your most effective and least effective
retention tactics?

13. Question #8
Tell us about your performance appraisal process.

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15. Question #9
Do you address the information you receive from
employee feedback questionnaires/surveys?

16. Question #10
What is the biggest challenge you face in motivating your
employees?

17. Question #11
For our smaller institutions participating in this webinar -
can you give some advice for those banks who do not have
dedicated HR staff - ie, what are the 1-2 things you should
be doing to create workplace satisfaction?

18. Question #12
Looking ahead, how do you think companies will have to
change to remain great places to work in the future?

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