C-Suite Share: Employee Retention - A New Approach for a New Era

Employee Retention is a key success factor in any organization and has become much more of an issue post-pandemic, and banks are no exception. Deferred Compensation plans can be used to do much more than fund an executive’s retirement. This virtual discussion will focus on how banks can use deferred bonus plans to enhance employee retention at multiple levels.

Gary Findley of Gary Steven Findley & Associates will be moderating our panel featuring two Speakers from CCBN’s Preferred Service Provider, EBS Strategies, LLC.

• Phillip A. Pickett, CPA (license inactive), a Partner at EBS with over 20 years of experience working with clients to develop and optimize their BOLI and COLI programs. He also assists companies with the design and implementation of Nonqualified Executive Benefit Plans and Deferred Compensation Plans to help companies attract, retain, and reward their talent.

• Jeffrey P. Peterson, CLU, ChFC, as the Managing Partner in the San Francisco office, Jeff oversees client services for the entire western region. He specializes in helping firms to attract, retain and reward their leadership teams.  Jeff has focused on the banking, technology and service industries, and his practice emphasizes all areas of executive benefit planning and informal funding.

This event is free for CCBN members and $95 for nonmembers.