The Ideal Long Term Compensation Strategy to Retain and Reward Your Key People
presented by Thomas J. Jordan, MSFS, CEPA, CVBA on Tuesday, October 29, 2024 10:00AM CDT
Tom Jordan, MSFS, CEPA, CVBA
Webinar Host:
Tom specializes in the design, implementation, funding and the administration of executive and key employee incentive plans. As part of his exit planning advisory services he has developed stay bonuses, stock appreciation plans, phantom stock plans, executive deferred compensation plans and performance- based incentives for hundreds of organizations.
Tom has spent over 25 years as a leader in the compensation industry, serving as President and Chairman of the Executive Compensation Institute, a Senior Advisor on Compensation Strategy with M Financial Group, and as a Strategic Advisor to Lionstreet Financial, UBS, The CEO Network, Value Builder Systems and the Exit Planning Institute (EPI). He has helped over 400 companies create compensation programs as a critical component in his development of their transfer and succession strategies.
A company’s transferable Value and its growth path is driven by the performance of its people, esepecially its Key people. Whether planning a sale to a third party or an internal transition to family or key people, in the near future or years away, the stability and skills of successors will determine an outcome with No Regrets. This webinar will discuss the importance of the 5 R Compensation Matrix (Recruit, Retain, Reward, Restore and Retire) and why Phantom Stock is the plan design of savy owners. We will cover:
• Greater focus on Key Performance Indicators
• Higher employee commitment to business growth
• Improved productivity profit and increased value
• A value proposition that matches market demands
• Pay strategies combined with recognition
• Defined career paths to retain critical talent
• Increased attractiveness to buvers and lenders
Key Takeaways
+ The importance of a long-term component in your
compensation strategy
+ There are 9 basic LTIP models allowed by the DOL and IRS.
Learn why Phantom Stock is the most popular.
+ Discover the various designs of Phantom Shares: Full,
Appreciation Only and Options.
+ Who should consider a Phantom design and who should not
+ What are the key design features and Rules of the Road
See you at the Webinar! REGISTER NOW!
| October 2024: | Phantom Stock: The Ideal Long Term Compensation Strategy to Retain and Reward Your Key People This webinar will discuss the importance of the 5R Compensation Matrix (Recruit, Retain, Reward, Restore and Retire) and why Phantom Stock is the plan design of savy owners. |
