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Retaining Talent in a Competitive Marketplace

Tuesday, November 26
 1:00pm - 5:00pm

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4.00 Credits

Member Price $149.00

Non-Member Price $214.00

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.

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

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

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.

Prerequisites

Basic knowledge of employee benefits programs.

Preparation

Basic knowledge of employee benefits programs.

Notice

You will receive an email from CPA Crossings via Webex with instructions to access the webinar.

Leader(s):

Leader Bios

David Peters, Peters Professional Education LLC

David R. Peters, CPA, CFP, CPCU, MST, MBA

David Peters is the Founder and Owner of David Peters Financial Group and Peters Tax Preparation & Consulting, PC. David has over sixteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry.

David was the first-ever Chief Financial Officer at Compare.com - a position he held for more than three years. Currently, David is a National Instructor for the AICPA, Surgent, and Kaplan. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. David holds four master’s degrees, and is currently pursuing his PhD in Financial Planning. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. David was also a co-author of the 2018 Virginia CPA Ethics course – a required course for all CPA’s licensed in the Commonwealth of Virginia.

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Non-Member Price $214.00

Member Price $149.00