Cover Image for Strategic Planning 2025: Pay Planning, Leveling & Transparency/Succession Planning
Cover Image for Strategic Planning 2025: Pay Planning, Leveling & Transparency/Succession Planning
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Strategic Planning 2025: Pay Planning, Leveling & Transparency/Succession Planning

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About Event

Join us for an insightful panel discussion designed to equip leaders in startups with the essential tools for effective strategic planning in 2025. This event will feature a diverse group of industry experts who will explore critical components of Pay Planning, Leveling, and Transparency in Succession Planning.

Key Topics Include:
• Pay Planning: Discover best practices for equitable compensation structures that align with your organization’s goals.
• Leveling: Understand how to implement consistent leveling frameworks to enhance career development and employee satisfaction.
• Transparency: Explore the importance of transparency in organizational practices and its role in fostering trust and engagement.
• Succession Planning: Learn about effective succession planning strategies that ensure continuity and growth within your organization.


Panelists: Our panel of seasoned professionals will share their experiences, insights, and strategies for navigating these essential aspects of workforce management. Attendees will have the opportunity to engage in a Q&A session, fostering an interactive discussion on the challenges and opportunities ahead.

Chad Atwell, Director of Growth, RedCAT Systems
Chad Atwell has over 25 years of experience in the field of Total Rewards as a practitioner, consultant and technologist. He specializes in how his clients can leverage proven strategies, technologies and operating models to drive compelling employee experiences and sustainable organization performance.

Chad currently works as a Director of Client Solutions with RedCAT Systems, a HR technology vendor that crafts unique solutions to meet its clients’ technical pay-for-performance requirements. He has also worked with other HR technology companies, including Lattice and Oracle along with consulting firms like Aon and Deloitte.


Jace Lotz is the Founder and CEO of Ursa Consultants, a people-first accounting and finance firm dedicated to supporting startups as they scale. With a background spanning over 75 startups and $500M in capital raised, Jace empowers founders to prioritize growth and strategic vision. Through Ursa’s hands-on, client-focused approach, Jace helps clients understand and leverage their financial data to drive success while fostering strong, collaborative relationships that align with their mission.

Katy Zorich, Consultant, Loop Culture Co., LLC
Katy has spent 10 years helping companies build a strong foundation for growth - from seed to IPO to public. She specializes in helping early- to mid-stage startups optimize their people's needs, providing custom, scalable HR solutions that support, empower, and retain employees. If it falls within the People umbrella, she's probably done it! Katy approaches partnerships through a product-like mindset that seeks to understand what both leaders and employees want, builds straightforward programs that teams will actually use, and iterates through feedback loops to optimize the experience.


Calvin Croskey, Director, Compensation Advisory
Calvin is a senior leader and advisor in Sequoia’s compensation advisory practice. He primarily focuses on advising Founders, C-suite, and HR leaders on the strategy and design of compensation programs and navigating the challenges that exist within the current talent ecosystem.

Prior to joining Sequoia, Calvin’s professional portfolio of advising senior business leaders on talent and compensation strategies spans 10 years across various disciplines (executive, broad-based, and sales), industries (software, financial services, job board), company sizes (200 FTEs to 300,000 FTEs), geographic footprint (domestic, global), company stage (private, public), and organizational maturity (startup to mature enterprises).

Who Should Attend: This event is ideal for HR, Finance and Ops leaders looking to strengthen their approach to strategic planning and ensure a competitive edge in 2025.

Don’t miss this opportunity to enhance your organization’s strategic planning efforts and prepare for a successful future!

Avatar for StartupExperts Events
87 Went