What's The Best Path for You? A Discussion on Benefits & Compensation Strategies
Hosted by 
The Boston CFO Leadership Council
Wednesday, October 18, 2017
7:30 a.m. - 9:45 a.m.

Bentley University’s LaCava Center, 175 Forest Street, Waltham, MA


Program Description:

Everybody wants to get paid. But you must be smart about it. If you want to keep your business competitive and healthy, effective compensation and benefits strategies are your ally. It’s how you attract talent, retain your existing base, and enhance productivity every day. But the world changes quickly – and so must your strategies. Join us for an in-depth discussion and discover how your growth path, your industry, and the talent you want to attract will affect how you do business in the future. Our panel of legal, HR, compensation, and finance experts will showcase real-life case studies that demonstrate how compensation and benefits packages can help a company meet its strategic goals.

Learning Objectives:

  • How to build base salary and compensation packages that mirror your company strategy and size.
  • Incorporate new and innovative equity compensation strategies into your pay packages as your company grows.
  • Tackle retention strategies for talent, including raises, merit increases, bonuses and wellness programs at all stages of your corporate lifecycle.
  • Understand how new generations of talent are changing the face of other rewards and benefits offered.



To register for this program, simply click the green  "Registration Now"  button above and complete the form as requested. All CFO Leadership Council members may attend this program for free. Non-member senior financial executives who are CFOs, Vice Presidents of Finance, Directors of Finance and Controllers (or the like) are welcome to attend this program for $85.

Please note that service providers or any executives who are not senior financial executives (CFOs, Vice Presidents of Finance, Controllers, Directors of Finance, etc.) will not be admitted attendance to this event. The CFO Leadership Council reserves the right to decline any registration.

More Information:

For more information about this program or The CFO Leadership Council, please contact Caroline Boyce, Marketing Director, Boston Chapter at Caroline@cfolc.com.  

Cancellation Policy:

Send cancellations to Caroline@cfolc.com no later than 4pm on October 16th to receive a refund.

CPE Information:

  • Program level: Intermediate
  • Field of Study: Personnel/HR
  • Recommended CPE: 2.0 CPE
  • Program Prerequisites: None
  • Advanced Preparation: None
  • Delivery Method: Live/Group

The CFO Leadership Council is registered with the National Association of State Boards-of-Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 109063). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org

About our Speakers:

Rachael McCarthy
CFO/Strategic Business Advisor
Shanahan Consulting

Rachael McCarthy is a senior software executive and attorney with over 25 years of experience building and scaling high growth technology companies, positioning them for continued growth or liquidity thru sale or IPO.  Most recently CFO of CloudLock Inc. (acquired by Cisco in 2016), Rachael has served in various senior management positions, including Chief Financial Officer, General Counsel and Vice President of Business Development and also serves as a strategic business advisor to tech companies on a contract basis.  

Recipient of the 2016 Boston Business Journal CFO of the Year Award, Rachael’s experience prior to CloudLock includes serving as CFO of Aveda Corp (acquired by PTC in 2014), strategic business advisor to Recombinant Data Corp (acquired by Deloitte in 2012, now ConvergeHealth by Deloitte), General Counsel of Unisa Corp (IPO 2005, acquired by IBM in 2010), business advisor & counsel to Authoria (Peopleclick Authoria as of 2010), CFO of RealityWave (acquired by Aveda 2005), VP of Finance of Interline (acquired by Proacts in 2000), and General Counsel & VP of Business Development of Retrace/Webhire (IPO 1996 part of Kenexa/IBM in 2006).

Melissa Means
Managing Director
Pearl Meyer

Melissa Means is a managing director in Pearl Meyer’s Boston office with over 20 years of experience. Melissa’s areas of expertise include executive and non-employee director compensation, designing, implementing and communicating total compensation strategies, pay for performance alignment, and short- and long-term incentive compensation programs. Melissa works closely with boards and management teams in addressing issues including governance practices, executive transitions, succession planning, and aligning pay with business strategies.

Eager to give back to her professional community, Melissa is a speaker and writer on executive and non-employee director compensation topics. She is a Certified Compensation Professional and a Certified Equity Professional. She is a member, author and article reviewer for WorldatWork and the National Association of Stock Plan Professionals. She is a member, author, and speaker for the National Association of Corporate Directors, where she also served on the Program Committee. She is a member of The Boston Club, served on the Corporate Board Committee and chaired the Corporate Advisory Board Committee. Melissa is also a member of the WomanCorporateDirectors. Melissa was recently named to the Agenda Compensation 100, a listing of top board-ready professionals who make terrific compensation committee members.

Despite her demanding professional life, Melissa has a passion for being a part of organizations whose mission is to help others, as well as give back to the community and their constituency. Melissa is a member of the Board of Trustees for a 100-year old music school in the greater Boston area and served as a committee member for Susan G. Komen’s Massachusetts Affiliate annual Race for the Cure Event.

Chris Rich
Managing Director
EBS Executive Benefit Solutions

Chris is a Founding Principal of EBS and leads the benefits consulting practice in Boston. He has over 20 years of experience in Executive Benefits Consulting. Before founding EBS with Chris Wyrtzen, he was a Managing Director with Retirement Capital Group, an SVP-Consultant with Clark Consulting, and a Founding Principal of Lyons Compensation & Benefits (which was sold to Clark in 2001).

Before entering the Executive Benefits business, Chris was a Tax Partner with Ernst & Young in Providence, RI. He is a graduate of Colgate University (BA), Boston College (MBA), and Bryant College (MST), and holds several professional designations including: CPA, CFP® and CLU.

Kyle Swist
VP of Talent Management
Granite Telecommunications

Kyle Swist is the VP of Talent Management at Granite Telecommunications, based in Quincy MA. He oversees recruiting, training, employee development, retention, and compensation for the organization. Kyle brings over 20 years of experience in the human capital arena, and has worked with various companies from fortune 500 to start up companies, and help scale and grow their staff. In addition, Kyle works with leaders in the organization,  teaching them Behavioral Interviewing techniques to hire effective employees they can retain and grow.

Edward L. Wallack
Principal & Treasurer
Sapers & Wallack

Edward L. Wallack specializes in creative methods of designing life insurance and employee benefit programs to help businesses and their key executives solve their unique problems. His areas of specialization encompass wealth accumulation and preservation planning, deferred compensation, and business continuity.

Ed is an honor graduate of Colgate University and holds a law degree with honors from Suffolk University Law School. He joined Sapers & Wallack in 1982 after law school, familiarizing himself with the operations of the entire organization by working initially for each business unit (retirement plans, group benefits, executive benefits, life insurance) before transitioning into a sales role.

Mentored by his father, Norman Wallack and by the current Chairman Bill Sapers, Ed ascended to become Principal and Treasurer of Sapers & Wallack, both positions he holds today. In addition to obtaining the designations of Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Accredited Investment Fiduciary (AIF®) and Accredited Estate Planner (AEP®), he has also been awarded the CLTC-Certification in Long-Term Care designation and is a Massachusetts Licensed Insurance Adviser. Ed Wallack is a registered representative and an investment advisor representative.



What’s The Best Path For You? A Discussion on Benefits & Compensation Strategies

  • Wednesday Oct 18 2017, 7:30 AM - 9:45 AM
  • Bentley University’s LaCava Center, 175 Forest Street,
    3rd Floor
    Waltham, MA