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Developing & Retaining Talent in a Changing Banking Industry

Financial institutions are facing growing challenges in attracting, retaining, and developing the talent needed to remain competitive in today’s banking environment. Join Alan Kaplan, Founder & CEO of Kaplan Partners, Fabrizio D’Uva, Regional Managing Director at Newcleus, and Jean Bedell, Partner at The Bonadio Group, for a discussion on compensation strategies, employee benefits, succession planning, leadership development, and workforce management.

Drawing on their experience advising financial institutions on executive leadership, compensation, and organizational strategy, the panel will share practical insights for recruiting and retaining top talent, strengthening leadership pipelines, and preparing the next generation of banking leaders. Attendees will leave with actionable strategies to address workforce challenges and support long-term organizational success.

After Completing This Course, Participants Will Be Able To:

  • Evaluate compensation and benefits strategies that support talent attraction and retention
  • Identify best practices for succession planning and leadership development
  • Explore approaches for strengthening organizational culture and preparing future banking leaders

Who Should Attend:

Participants should have a basic understanding of human resources, compensation practices, and workforce management concepts within a business or financial institution environment.

CPE details are provided on the registration page.

Event Date

December 10th, 2026
10:30 am - 11:30 am

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