The ABCs of Executive Benefits (Webinar)

 

Today’s job market for credit union CEOs is more competitive than it was just ten years ago. The aging of a significant percentage of chief executives has created both opportunities and challenges. For the board of directors, retaining and motivating a high performing CEO is a key operational challenge, fraught with regulatory compliance and due diligence pitfalls. The good news is that with a properly designed and serviced executive benefit plan, boards can keep their key leadership in place.

Join us for an overview of executive benefits:
• How they retain and motivate
• Different types of plans and how to customize
• Regulatory compliance and due diligence
• How plans generate income for the credit union
• Why servicing matters

This webinar is geared toward those new to executive benefit programs or who would like a refresher on how benefit plans work. It's offered as a complimentary resource to the credit union community.

View recording and handout »

Expert Presenter

Rob Fitzgerald, Vice President, BFB Gallagher

Rob Fitzgerald consults with nonprofit organizations nationally to implement executive benefit plans as well as benefit liability and institutional asset management programs. Rob is responsible for ensuring the ongoing performance and regulatory compliance of all plans. He works closely with boards to determine appropriate plan levels with a focus on safety and soundness. He regularly interfaces with state and federal examiners on behalf of his clients.

Rob has more than 15 years of experience in the financial services industry. His career has been focused on nonqualified executive benefits in the banking and credit union markets. Rob is a national speaker at credit union industry events. His presentations include “Executive Benefits: Administration and Due Diligence for Your Current Plan” at the NAFCU Board of Directors and Supervisory Committee Conference, and “Executive Benefits: Designing a Split Dollar Plan” for NAFCU membership.

Rob earned his Bachelor of Science in Business from the University of Georgia. He and his family live in Atlanta, Georgia.