Executive Compensation Strategies & Selective Benefits for Selected Employees

Date: Wednesday, January 17, 2018
Time: 03:00 PM ET / 02:00 PM CT / 01:00 PM MT / 12:00 PM PT [Prevailing Time]
Presenter(s): David M. Morris, JD, CLU®, ACFBA, Founding Principal, TriBridge Partners
Objective(s):
• Participants will learn the advantages and limitations of Selective Benefits for participants, and when they are appropriate.
• Participants will be able to consider Selective Benefits and how they can dovetail with Core Benefits for your organization.
Field of Study: Business Mgmt & Organization
Program Level: Basic
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.
Watch Recording

Course Description

Employees are our most valuable asset! In this 50-minute webinar including time for Q&A, Executive Compensation Strategies & Selective Benefits for Selected Employees, we will discuss how performance and benefit programs are designed to inspire and reward high performing and highly engaged individuals and teams. David Morris, JD, CLU, ACFBA will provide a summary of planning factors to consider in a Selective Benefit Program. He will provide an outline of options and tax planning considerations.

Presenter and Moderator Bios
David Morris is a founding Principal of TriBridge Partners with more than thirty years of professional experience and his training as an attorney; Dave Morris is a trusted advisor to his many clients. Dave has a broad range of expertise in business management and continuity issues; financial elements of insurance and estate planning; and benefit expertise for professionals, executives and business owners.

Cost
$25.00 for CPAFMA Members / $40.00 for Non-Members / Free for PAFMs

Delivery System

  • All programs are delivered using the Zoom platform.
  • Confirmations will include log-in instructions.
  • Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
  • All registrants will receive a link to the MAPCast’s recording by email within 48 business hours of event’s conclusion.
  • There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.

Registration

All registration is done on-line with the names and email addresses of each individual guest. Log-in details will be emailed to all registrants approximately 1-2 days prior to each session.

Refund Policy

CPAFMA will not issue refunds for MAPCasts. If a registrant is unable to participate in the MAPCast and sends written notice to info@cpafma.org 48 hours prior to the session, a credit will be provided for a future MAPCast. Alert the CPAFMA staff member monitoring the MAPCast if technical difficulties are encountered and technical support will be provided to eliminate problems with future MAPCasts.

Additional Information

Live participation is required for CPE credit and polling questions must be answered to show active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the MAPCast recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits.

For more information regarding CPAFMA MAPCasts or administrative policies such as complaint and refund, contact the CPAFMA Headquarters at 937-222-0030, or info@cpafma.org.