Friday, May 10, 2019 from 7:30 AM to 10:00 AM PDT
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Rancho Cordova City Hall 
2729 Prospect Park Drive
Rancho Cordova, CA 95670

Driving Directions 


7:30 am

Registration & Networking


8:10 am 

Welcome, Breakfast, Chapter and Sponsor Acknowledgements


8:30 am

Presentation Begins 


9:30 am 

Q & A / Presentation Ends


9:35 am 

Raffle & Closing Remarks

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How to Recruit and Compensate Top Talent

Kelli Cruz
Founder, Cruz Consulting Group


As the RIA industry continues to grow, the need for top talent becomes increasingly important. But finding the right candidates who match your firm’s culture and creating a compelling compensation plan to attract and retain them can be big challenges.  Join Kelli Cruz Founder of Cruz Consulting Group as she reviews:
•    Top hiring mistakes you need to avoid.
•    Recruiting techniques and tactics for getting beyond the resume to help you select candidates who
     will be a good fit with your firm.
•    Compensation strategies, including how to create a short-term incentive plan, to attract and retain
     top talent.

*This is a practice management topic and does not quality for CE credit.

About the Speaker(s): 
Kelli Cruz, Founder, Cruz Consulting Group
Kelli Cruz brings more than 20 years of experience to her role as the founder of Cruz Consulting Group (CCG), working closely with advisory firm owners and executives of financial services institutions.  CCG is committed to building talent wealth and helping advisory firms realize their true potential, by providing consulting engagements in human capital, including organizational design, compensation planning, performance management, and succession planning.

Kelli is a frequent speaker at national industry conferences and a regular columnist for Financial Planning on practice management related topics.  Prior to starting CCG, she founded InvestmentNews Adviser Solutions and oversaw advisor consulting engagements and the InvestmentNews/Moss Adams research studies.  Kelli was a director in Advisor Services at Charles Schwab where she pioneered the industry’s first human capital practice management program for RIA advisory firms.

Before joining Schwab, Kelli also held a variety of management positions at Wells Fargo, including managing human resources for the Private Client Services Group.