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Next Gen Compensation and Equity: Aligning Interests with a Firm’s Most Valuable Asset

Session Speakers
Session Description

Why attend:
Discover how to develop a next generation equity plan that promotes firm sustainability and enhances firm value.

Session details:
Independent advisory firms are only as good as their teams. For firms seeking business sustainability, high valuations, and successful client growth and relationships, delivering a superior career path and understanding what the next generation of talent is looking for are paramount. John Furey will share industry best practices, technical approaches to compensation, a relevant case study, and explore how to:

  • Link compensation and equity to a firm’s strategy and financial objectives
  • Structure compensation and benefits to align the interests of the firm and its clients
  • Develop incentives based on professional roles and contributions
  • Avoid compensation traps that promote entitlement over effort

 

For CPE Credit:

Learning Objectives:

  • Link compensation and equity to a firm’s strategy and financial objectives
  • Structure compensation and benefits to align the interests of the firm and its clients
  • Develop incentives based on professional roles and contributions
  • Avoid compensation traps that promote entitlement over effort

Prerequisite: None
Program Knowledge Level: Overview
Delivery Method: Live
Field of Study: Personnel/Human Resources - Non Technical

Additional Information
CPE-1.5hrs
Education Session
1h 15m
Session Schedule