Retaining Talent in a Competitive Marketplace
4.00 Credits
Member Price $149
Non-Member Price $169
Overview
Retaining Talent in a Competitive Marketplace -Creating a Benefits Program Employees Care About In today’s competitive marketplace, retaining talented employees is becoming increasingly difficult. A solid benefits program can make a difference in the fight for talent - but only if those benefits matter to the employees you are trying to hire! Through statistics and case studies, this course will explore what benefits are most valuable to employees. We will also explore the basic types of retirement and health insurance plans and discuss what financial leaders should consider before adopting a benefits package. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Highlights
The major topics that will be covered in this class include:
- Decision Making Theory
- Compensation & Employee Satisfaction
- What benefits do employees care about?
- Retirement Plan Basics
- Health Insurance Basics
- Disability Insurance Basics
- Life Insurance Basics
- Fringe Benefits
- Summing It Up
Prerequisites
Basic knowledge of employee benefits programs.
Designed For
Financial leaders who are involved in the employee benefits function of their company, as well as tax practitioners and financial advisors who advise clients on employee benefits issues.
Objectives
After attending this presentation you will be able to...
- Identify what types of benefits employees find valuable
- Recall the basic types of retirement plans and how they differ
- Distinguish between the basic health insurance plan types
- Recognize how life insurance may be incorporated into an employee benefits package
Preparation
Basic knowledge of employee benefits programs.
Leader(s):
Leader Bios
David Peters, CPA Crossings, LLC Two Commerce Square
David R. Peters, CPA, CFP, CPCU, MST, MBA Peters Tax Preparation & Consulting, Richmond, VA & Rock Hill, SC David Peters is an independent tax preparer for Peters Tax Preparation & Consulting, and a financial advisor and outside representative for Carroll Financial Associates. He has over fourteen years of experience in financial services, including three years in the hedge fund industry and six years in the insurance industry. David was the first-ever Chief Financial Officer of Compare.com, an insurance price comparison company - a position he held for over three years. He was also instrumental in the early success of Elephant Auto Insurance, a six state auto insurance carrier, located in Glen Allen, VA. He holds four masters degrees, and is currently pursuing his PhD in Financial Planning. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics in Virginia, North Carolina, and South Carolina. He is an Adjunct Professor in Finance and Accounting at Winthrop University in Rock Hill, SC, and teaches regularly for Kaplan Test Preparation. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures.
Non-Member Price $169
Member Price $149