Pub. 3 2024 Issue 1

personal ambassadors of your bank’s culture within your institution and community. 3. Build Your Culture Culture can grow organically, but it requires action to blossom. Offering programs, perks and experiences that matter to your employees is an essential component of successful engagement. There is no shortage of options, even if your budget and resources are limited. All it takes is a bit of research, a little creativity and some thoughtful planning. To help demonstrate specific examples of “taking action,” here are several recent programs and initiatives that BHG Financial has introduced to enhance its work culture. These examples are just for illustration and to spark your own imagination. However, it is worth noting that the development of these programs was informed in many cases by our employees’ feedback in surveys and other engagements — reinforcing the value of “knowing your people.” Recent BHG Financial programs: • Transitioned to a permanent hybrid workforce with employees across the country. • Launched BHG Pulse, a program focused on the physical, emotional, social, financial and occupational well-being of our employees. • Introduced Wellness Weekends. All employees get one Friday off each month to refresh and recharge. It has quickly become our team’s favorite benefit while maintaining and enhancing productivity. • Created “Women in Tech,” our first Employee Resource Group, which provides training, connections and support to women within the tech industry. • Introduced BHG Together, a diversity, equity and inclusion program that provides monthly support, celebration and training. • Offered BHG LEAD, which provides employees with actionable steps they can take to become better leaders and grow their BHG careers. CONCLUDING THOUGHTS Building your institution’s culture takes time. There may be highs and lows, but if you prioritize listening to and engaging within your team, you will persevere. We call this principle “Winning Together,” with all oars rowing the same boat in the same direction. It has allowed BHG to create an award-winning culture and achieve continued growth. Katie Barnes is the Chief People Officer at BHG Financial, a leading provider of financial solutions for professionals, businesses and banks. In her role, she oversees the strategy and direction of BHG’s People Development (PD) department, leading various programs such as Talent Acquisition, Talent Management, Employee Experience and Compensation. Sources 1. https://www.gallup.com/workplace/247391/fixable-problem-costs-businessestrillion.aspx 2. https://www.wellable.co/blog/employee-engagement-statistics-you-shouldknow/#:~:text=Companies%20with%20a%20highly%20engaged,have%20 higher%20customer%20retention%20rates INDEPENDENT REPORT | 17

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