Gallagher is the NAFCU Services Preferred Partner for Executive Benefits and Compensation Consulting.
About the Webinar
In part one we discussed how to retain key positions during a time of transition. In part two, we will look at how to combine executive benefits programs from two different organizations into a single high-performing program. Evaluating each program includes many different facets, from strategy and expense to performance and servicing. This session will provide important considerations, whether or not you have pending M&A activity.
Key Takeaways:
- Is the plan design both retentive and efficient?
- Is the benefit expense properly mitigated?
- Does the legal agreement reflect the board’s intent?
View On-Demand
Presented By
Liz Santos
Chief of Staff | Gallagher Executive Benefits
Liz has consulted with credit unions, trade associations, nonprofits, and financial services organizations to achieve their strategic goals for more than 20 years. She supports the service teams as well as develops client communications and educational resources for the Executive Benefits team. Liz also oversees research projects such as the annual NAFCU–Gallagher Executive Compensation and Benefits survey.