Podcasts about Executive compensation

In this episode, Dr. Cherry breaks down the financial challenges oil and gas executives face—like managing complex pay packages, stock units (RSUs), and big tax bills. He shares smart strategies to avoid tax surprises, protect wealth, and plan for a secure retirement.Takeaways:• Plan for tax hits• Watch RSU timing• Limit company stock• Max out 401(k)• Think long-termWant to learn more? Connect with us below!Stay informed and inspired! Join our FREE wealth & well-being newsletterDo you want confidence & clarity? Check out our award-winning wealth advice servicesGrab Your Copy of Dr. Cherry's book ‘Wealth In The Key of Life'Disclosure: episodes are educational only, not advice. Review our disclosures here: https://www.concurrentfp.com/disclosures/

In this episode of "Just Compensation," host Megan Monson invites Lauren M. Hollender and Amy C. Schwind of Lowenstein's Executive Compensation, Employment & Benefits practice group to discuss the intricacies of parental leave. They assess differences in federal and state laws, as well as best practices and considerations for parental leave policies. Speakers: Megan Monson, Partner, Executive Compensation and Employee BenefitsLauren M. Hollender, Counsel, EmploymentAmy C. Schwind, Counsel, Employment

On today's episode, we're joined by Tom McNeill and Donald Kalfen, both Partners at Meridian Compensation Partners, LLC. They explore the strategic importance of engaging with shareholders on executive pay, highlighting best practices for proactive and reactive engagement.Key Takeaways: (03:46) Most large public companies engage with shareholders regularly, often well before proxy season.(06:06) Engagements often occur in late summer and fall when proxy advisors and shareholders are most receptive.(06:53) Ongoing dialogue with shareholders is crucial for building trust and addressing concerns proactively.(08:10) The compensation committee chair or a non-executive chair typically participates in engagements.(09:17) Proxy solicitors and investor relations teams play key roles in arranging discussions.(11:25) Robust proxy disclosure improves transparency, including details on the nature and outcomes of shareholder engagements.(13:00) Companies receiving less than 70% approval on say on pay votes should engage with shareholders to address concerns.(13:31) Companies must avoid disclosing material non-public information to individual shareholders during engagements.(15:22) Consult counsel and take their advice on proper methods to reveal material non-public information. Recources Mentioned:Tom McNeillhttps://www.linkedin.com/in/tom-mcneill-87722312/Donald Kalfenhttps://www.linkedin.com/in/donald-kalfen-baa44b30/Meridian Compensation Partners, LLChttps://www.linkedin.com/company/meridian-compensation-partners-llc/This episode is brought to you by Meridian Compensation Partners, LLC. Learn more by visiting MeridianCP.com. #Compensation #Wages #SPAC #Equity #ExecutiveCompensation #Clawback

A Deep Dive into HR Consulting and OutsourcingIn this episode, we spoke with Jim Cichanski, founder and CEO of Flex HR, about the evolving landscape of HR consulting and outsourcing. Jim shared his extensive experience in the industry, highlighting how Flex HR has grown over the past 25 years to become the largest HR consulting and outsourcing firm in the Southeast. Flex HR provides a comprehensive range of services, including employee onboarding, payroll management, and compliance oversight, helping businesses navigate the complexities of HR as they scale. Jim emphasized that professional HR support becomes essential as startups grow, enabling leaders to focus on core operations while ensuring compliance and employee satisfaction.Jim also discussed the increasing impact of technology and AI in the HR space. While automation can streamline processes like payroll and benefits management, he stressed the importance of maintaining a human touch in HR interactions to build trust and engagement. Flex HR serves companies with 50 to 500 employees, offering tailored solutions for both small and larger organizations. With a team of 50 consultants across the country, Flex HR is committed to mentoring and supporting HR professionals, ensuring businesses develop strong HR practices and maintain compliance with evolving regulations.As the episode concludes, Jim highlights the value of trust and transparency in leadership, underscoring the importance of clear communication and consistent follow-through. Flex HR also offers webinars, training sessions, and other resources to empower HR professionals and business leaders. For those interested in enhancing their HR functions and fostering a positive work environment, Flex HR provides the expertise and tools needed to ensure long-term success.About Jim Cichanski:Jim, the Founder and CHRO for Flex HR has 50+ years' experience in human resources, holding senior level positions in companies that were privately held, pre-IPO, foreign owned, joint venture, Fortune 50 and one labeled the “fastest growing F1000 in America.” He has a solid background in high tech, manufacturing, services and management.His background in human resources includes organizational process evaluation and improvement, labor laws, integration of businesses, cost reduction, organizational development, and all functional areas of human resources. These include but are not limited to Benefits, Compensation, Staffing, Diversity, ERISA, DOL Compliance, Immigration, Learning & Development, Stock Administration, Executive Compensation, Employee Relations, and over 350 Mergers & Acquisitions. Jim's experience includes operational HR management knowledge globally in 32 countries and has transitioned companies from 30 to 67,000 employees worldwide. Companies he has worked for include Unisys, Novell, Premiere Technologies and PaySys International. Jim is a certified Six Sigma Green Belt.Jim also spent 27 years in the Army National Guard achieving the rank of Colonel, was inducted into the Officer Candidate School Hall of Fame, and received numerous awards including the Legion of Merit. Jim holds a BA in Applied Behavioral Sciences, is a graduate of the Department of Defense Equal Opportunity Institute, has served on the board of HealthSource of Georgia, recently served on the Board of Directors for HomeStretch and was an inside board member of 17 companies. He is an active member of many HR professional organizations.Flex HR has been named one of the “Top 25 Most Promising HR Outsourcing Service Providers” in Outsourcing Gazette Magazine in October 2015. In September 2008, 2012 and 2013 INC Magazine recognized Flex HR as an Inc 5000 “Fastest GrowingAbout Flex HR:Flex HR is co-located in the...

Personally, I have had to inform employees that their jobs were being eliminated. Sometimes because of a budget cut, sometimes due to their performance. How we handle these events is important to the people directly impacted and also to those who remain behind. This podcast will be addressing both topics and how to better structure a layoff scenario—and do it with empathy.  Jim Cichanski, the founder, and Chief Human Resources Officer of Flex HR, has 30+ years experience in human resources, holding senior level positions in companies that were privately held, pre-IPO, foreign owned, joint venture, Fortune 50 and one labeled the “fastest growing F1000 in America.” He has a solid background in high tech, manufacturing, services and management.  His background in human resources includes organizational process evaluation and improvement, labor laws, integration of businesses, cost reduction, organizational development, and all functional areas of human resources. These include but are not limited to Benefits, Compensation, Staffing, Diversity, ERISA, DOL Compliance, Immigration, Learning & Development, Stock Administration, Executive Compensation, Employee Relations, and over 300 Mergers & Acquisitions. Jim's experience includes operational HR management knowledge globally in 32 countries and has transitioned companies from 30 to 67,000 employees worldwide. Companies he has worked for include Unisys, Novell, Premiere Technologies and PaySys International. Jim is a certified Six Sigma Green Belt.  Jim also spent 26 years in the Army National Guard achieving the rank of Colonel.Please visit our sponsors!L3Harris Technologies' BeOn PPT App. Learn more about this amazing product here: www.l3harris.com Impulse: Bleeding Control Kits by professionals for professionals: www.dobermanemg.com/impulseDoberman Emergency Management Group provides subject matter experts in planning and training: www.dobermanemg.com

In this episode, Dr. Preston Cherry breaks down the essentials of equity compensation—RSUs, ISOs, NQSOs, and ESPPs. He explains how taxes and behavioral biases can influence your decisions and offers smart strategies to maximize your equity benefits while avoiding common traps.Takeaways:• Know your tax impact• Sell RSUs to cover taxes• ISOs can lower taxes• ESPPs offer discounted stock• Plan ahead to win bigWant to learn more? Connect with us below!Stay informed and inspired! Join our FREE wealth & well-being newsletterDo you want confidence & clarity? Check out our award-winning wealth advice servicesGrab Your Copy of Dr. Cherry's book ‘Wealth In The Key of Life'Disclosure: episodes are educational only, not advice. Review our disclosures here: https://www.concurrentfp.com/disclosures/

In this episode, host Megan Monson talks with Amy C. Schwind from Lowenstein's Executive Compensation, Employment & Benefits practice group about AI's growing role in human resources processes and employment decisions. They discuss what is permitted under applicable laws, potential discriminatory impact, and recommendations for employers that are using AI for employment decisions.  Speakers: Megan Monson, Partner, Executive Compensation and Employee Benefits Amy C. Schwind, Counsel, Employment

#HRhelpdesk #IndiaHRGuide #Mandeep Singh has more than 24 years experience in the area of Human Resource. The executive compensation concept, their rewards and benefits are discussed in this video, with also a discussion on who is classified as an executive as per the Human Resource philosophy on compensation

In this episode of "Just Compensation," Megan Monson, Taryn Cannataro, and Jessica Kriegsfeld of Lowenstein's Executive Compensation, Employment and Benefits practice group discuss employment and employee benefit considerations in the context of an M&A transaction. The conversation explains typical treatments of certain types of payments and equity in connection with an M&A transaction, as well as certain employment law considerations and best practices. Speakers: Megan Monson, Partner, Executive Compensation and Employee BenefitsTaryn E. Cannataro, Counsel, Executive Compensation and Employee BenefitsJessica Kriegsfeld, Associate, Executive Compensation and Employee Benefits

In this episode, CII General Counsel Jeff Mahoney interviews John W. Barry, Assistant Professor of Finance at Rice University. Professor Barry is the co-author of a recent research paper entitled "Shareholder Voice and Executive Compensation."

Entrepreneur Jesse Tinsley - founder of Employer.com and other successful tech ventures - discusses his consortium's bid to acquire TikTok alongside MrBeast. The dialogue with Kelli and Nolan examines the philosophical and practical implications of executive compensation reduction during corporate restructuring, while illustrating how digital discourse can evolve into substantive debate when moved from social media to direct dialogue.*Email us your ‘Dear Heretics' questions: hrheretics@turpentine.co**For coaching and advising inquire at https://kellidragovich.com/HR Heretics is a podcast from Turpentine.—Support HR Heretics Sponsor: Metaview is the AI assistant for interviewing. Metaview completely removes the need for recruiters and hiring managers to take notes during interviews—because their AI is designed to take world-class interview notes for you. Team builders at companies like Brex, Hellofresh, and Quora say Metaview has changed the game—see the magic for yourself: https://www.metaview.ai/heretics—LINK/S:Employer.com: https://www.employer.com/—KEEP UP WITH JESSE, NOLAN + KELLI ON LINKEDINJesse: https://www.linkedin.com/in/jessetinsleyNolan: https://www.linkedin.com/in/nolan-church/Kelli: https://www.linkedin.com/in/kellidragovich/—TIMESTAMPS:(00:00) Intro(01:55) Update on the TikTok Acquisition(02:25) Motivation Behind Acquiring TikTok with Mr. Beast(04:38) How TikTok Fits into Jesse's Business Portfolio(07:07) Discussion on Executive Compensation and Layoffs(10:28) Specifics on Executive Salary Cuts(11:00) Sponsor: Metaview(12:57) Executive Compensation(15:34) The Importance of Leadership Accountability(18:16) Cultural Impact of Executive Pay Cuts(19:12) Wrap(21:05) Outro This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit hrheretics.substack.com

Topics covered between 00:02:10 and 00:47:04 Sovereign Wealth Fund: A deep dive into Trump's controversial proposal, critiqued as a potential hub for corruption, contrasting with successful international models. Trump and His Associates: An unflinching look at allegations of corruption and self-interest within Trump's administration, spotlighting key figures like Beasant and Lutnick. Topics covered between 00:49:21 and 01:05:37 Net Zero by 2050: A provocative examination of how climate goals might reshape local industries, hinting at hidden agendas in environmental policy. Executive Compensation at TVA: Debates the ethics of multimillion-dollar salaries for public service roles, questioning the moral compass of the TVA. Topics covered between 01:08:52 and 01:19:43 The Number 33: Uncovers the mysterious recurrence of the number 33 in Covid-19 narratives, suggesting a hidden agenda or propaganda. Vaccine Mandate Paradox: Critiques the Maha movement's stance, revealing potential deception in prioritizing less critical issues over vaccine mandates. Topics covered between 01:21:17 and 01:36:28 The Sackler Family and Purdue Pharma: Exposes the leniency towards pharmaceutical giants in opioid settlements versus street-level dealers, highlighting profit-driven crises. Corruption in Health and Education: Calls out institutions like the NIH and Johns Hopkins for possibly prioritizing profit over public good. Topics covered between 01:37:55 and 01:49:16 Abolishing the Department of Education: Discusses the contentious debate over dismantling the department via executive orders rather than legislation. AI Replacing Bureaucrats: A cautionary tale about AI in government roles, warning of a potential "eternal tyranny" without human oversight. Topics covered between 01:50:10 and 02:00:19 Gold's All-Time Highs: Analyzes how Trump's policies have turned gold into a refuge from economic uncertainty. Physical Gold Shortage: Highlights the dramatic shift in global gold dynamics, with major financial centers facing supply issues. Topics covered between 02:04:03 and 02:11:15 Trump's Executive Orders: Critiques how these orders might infringe on free speech rights, focusing on definitions of anti-Semitism. Canadian Online News Act: Sparks debate on censorship, exploring how the act affects social media and free speech. Topics covered between 02:11:15 and the end of the show (Matt Trewhella interview) FBI Whistleblower Garrett O'Boyle: Chronicles an agent's moral stand against FBI overreach, invoking legal doctrine for resistance. Moral and Religious Implications: Discusses the ethical and spiritual guidance in resisting unjust laws, particularly in modern crises. Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver Follow The David Knight Show on Rumble and watch the show live every weekday 9:00am EST – 12:00pm EST: https://rumble.com/c/TheDavidKnightShow For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHT Find out more about the show and where you can watch it at TheDavidKnightShow.comIf you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.

Topics covered between 00:02:10 and 00:47:04 Sovereign Wealth Fund: A deep dive into Trump's controversial proposal, critiqued as a potential hub for corruption, contrasting with successful international models. Trump and His Associates: An unflinching look at allegations of corruption and self-interest within Trump's administration, spotlighting key figures like Beasant and Lutnick. Topics covered between 00:49:21 and 01:05:37 Net Zero by 2050: A provocative examination of how climate goals might reshape local industries, hinting at hidden agendas in environmental policy. Executive Compensation at TVA: Debates the ethics of multimillion-dollar salaries for public service roles, questioning the moral compass of the TVA. Topics covered between 01:08:52 and 01:19:43 The Number 33: Uncovers the mysterious recurrence of the number 33 in Covid-19 narratives, suggesting a hidden agenda or propaganda. Vaccine Mandate Paradox: Critiques the Maha movement's stance, revealing potential deception in prioritizing less critical issues over vaccine mandates. Topics covered between 01:21:17 and 01:36:28 The Sackler Family and Purdue Pharma: Exposes the leniency towards pharmaceutical giants in opioid settlements versus street-level dealers, highlighting profit-driven crises. Corruption in Health and Education: Calls out institutions like the NIH and Johns Hopkins for possibly prioritizing profit over public good. Topics covered between 01:37:55 and 01:49:16 Abolishing the Department of Education: Discusses the contentious debate over dismantling the department via executive orders rather than legislation. AI Replacing Bureaucrats: A cautionary tale about AI in government roles, warning of a potential "eternal tyranny" without human oversight. Topics covered between 01:50:10 and 02:00:19 Gold's All-Time Highs: Analyzes how Trump's policies have turned gold into a refuge from economic uncertainty. Physical Gold Shortage: Highlights the dramatic shift in global gold dynamics, with major financial centers facing supply issues. Topics covered between 02:04:03 and 02:11:15 Trump's Executive Orders: Critiques how these orders might infringe on free speech rights, focusing on definitions of anti-Semitism. Canadian Online News Act: Sparks debate on censorship, exploring how the act affects social media and free speech. Topics covered between 02:11:15 and the end of the show (Matt Trewhella interview) FBI Whistleblower Garrett O'Boyle: Chronicles an agent's moral stand against FBI overreach, invoking legal doctrine for resistance. Moral and Religious Implications: Discusses the ethical and spiritual guidance in resisting unjust laws, particularly in modern crises. Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver Follow The David Knight Show on Rumble and watch the show live every weekday 9:00am EST – 12:00pm EST: https://rumble.com/c/TheDavidKnightShow For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHT Find out more about the show and where you can watch it at TheDavidKnightShow.comIf you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.

In this episode of “Just Compensation,” Megan Monson, Taryn E. Cannataro, and Jessica Kriegsfeld of Lowenstein's Executive Compensation and Employee Benefits group discuss some considerations for a company preparing for an M&A transaction with respect to employees, employee benefits and compensation. The conversation delves into the importance of being prepared for diligence, the curation of a proper knowledge group, and the implementation of various retention tools. Episode Resource: Deferred Compensation: A Primer on Section 409A of the Code and Why it Matters  Speakers: Megan Monson, Partner, Executive Compensation and Employee Benefits Taryn E. Cannataro, Counsel, Executive Compensation and Employee Benefits Jessica Kriegsfeld, Associate, Executive Compensation and Employee Benefits

This session provides a comprehensive understanding of executive pay structures, legal frameworks, and employee benefits management. It emphasizes compliance with regulations and the strategic use of compensation and benefits to attract and retain talent. Key Topics Covered Executive Compensation: Includes base salary, stock options, bonuses, and severance packages (e.g., golden parachutes, golden handcuffs). Employment Regulations: Key laws such as the Fair Labor Standards Act (FLSA), Equal Pay Act, Pregnancy Discrimination Act, and Family and Medical Leave Act (FMLA). Employee Benefits: Coverage of COBRA, HIPAA, and the Affordable Care Act (ACA), focusing on health insurance and retirement plans. Compensation Concepts: Differentiating exempt vs. non-exempt employees, permissible wage differentials, and job classifications. Motivational Incentives: Tools like discretionary and non-discretionary bonuses, gainsharing plans, and Employee Stock Ownership Plans (ESOPs). This session equips HR professionals with critical knowledge to manage compliance, design effective benefit programs, and optimize compensation strategies for organizational success.

This episode of “Just Compensation” features Andrew E. Graw, Megan Monson, and Jessica I. Kriegsfeld of Lowenstein Sandler's Executive Compensation and Employee Benefits group discuss when severance plans will be subject to ERISA, and the requirements associated with complying with ERISA. They also address other deferred compensation considerations for severance plans such as compliance with Section 409A, noting that while having a severance plan subject to ERISA can impose additional responsibilities for employers, it can also have advantages. Episode Resources: Puttin' on Your Top Hat: How to Effectively Structure a Deferred Compensation Plan as a “Top Hat” Plan | Lowenstein Sandler LLP Deferred Compensation: A Primer on Section 409A of the Code and Why it Matters | Lowenstein Sandler LLP The Impact of 457A on Deferred Compensation from non-US Entities | Lowenstein Sandler LLP  Code Section 409A - Six Month Delay | Lowenstein Sandler LLP Speakers: Andrew E. Graw, Partner and Chair, Executive Compensation and Employee Benefits Megan Monson, Partner, Executive Compensation and Employee Benefits Jessica Kriegsfeld, Associate, Executive Compensation and Employee Benefits

In this installment of our Employee Benefits and Executive Compensation Considerations in Mergers and Acquisitions podcast series, Partners Jeffery Banish and Joshua Gelfand discuss many of the complex issues surrounding employee benefits and executive compensation in M&A transactions. They cover key concerns, common pitfalls, and best practices relating to matters that are likely to arise in M&A transactions. Understanding and addressing benefit issues is critical to ensuring that the parties identify the risks and liabilities they may be assuming relating to benefit matters.

  On this episode of Just Compensation, Jessica Kriegsfeld  speaks with Darren Goodman and Taryn E. Cannataro about stock options and Section 409A of the tax code, a complicated set of rules regulating the taxation of non-qualified deferred compensation, such as equity awards. The lawyers discuss how to structure stock options to avoid a penalty tax under Section 409A, including the importance of determining the exercise price of stock options correctly. Speakers: Darren Goodman, Vice Chair, Executive Compensation and Employee Benefits Taryn E. Cannataro, Counsel, Executive Compensation and Employee Benefits Jessica Kriegsfeld, Associate, Executive Compensation and Employee Benefits

CEO pay isn't just salary: There's also bonuses, stock awards, stock options, and perks. What does the latest report on executive compensation from The Conference Board tell us about pay trends — and the boards that set compensation levels?     Join Steve Odland and guest Dana Etra, managing director and head of the Boston office at FW Cook, to dispel public misconceptions about CEO pay, discuss the latest trends and regulations, and explain why corporate jets are suddenly so popular.     (01:14) Understanding CEO Compensation (04:08) Market Dynamics and Executive Pay (06:22) Components of Executive Compensation (07:32) Evolution of Compensation Practices (14:12) The Role of Independent Directors (17:48) Trends in Non-Financial Metrics (19:04) Perks and Pay Ratios   For more from The Conference Board:  CEO and Executive Compensation Practices in the Russell 3000 and S&P 500  Compensation Committee Chairs Feel the Pain from Low Say-on-Pay Votes  Executive Compensation: 2025 Event 

ANILU VAZQUEZ-UBARRI Anilu Vazquez-Ubarri is a Partner and Chief Operating Officer at TPG, based in San Francisco. She is a member of the firm's board of directors and executive committee. As COO, Anilu leads TPG's operational functions globally and is responsible for aligning these functions and strategy with the firm's strategic business and investment priorities. She previously served as the firm's Chief Human Resources Officer, responsible for creating and implementing a multi-year human resources strategy that institutionalized TPG's culture of inclusivity, transparency, entrepreneurship, and innovation. Anilu is a founding member and executive sponsor of TPG NEXT, the firm's strategy to seed and accelerate the growth of investment firms owned by underrepresented leaders. Prior to joining TPG in 2018, Anilu was with Goldman Sachs for more than 11 years, where she last served as the firm's Global Head of Talent and Chief Diversity Officer. She was an associate at Shearman & Sterling LLP in the Executive Compensation & Employee Benefits group from 2002 to 2007. Anilu currently serves on the boards of Greenhouse and Upwork, as well as on several non-profits and academic boards including The Vera Institute of Justice, Charter School Growth Fund, and the Fordham University School of Law Alumni Board. Anilu received an AB in History and Latin American Studies, cum laude, from Princeton University and a JD from Fordham University School of Law. RELATED LINKS TPG Profile Beyond Barriers (podcast) VC Changing Landscape (Fortune) Latino Majority (interview) Upwork (board profile) GENERAL INFO| TOP OF THE GAME: Official website: https://topofthegame-thepod.com/ RSS Feed: https://feed.podbean.com/topofthegame-thepod/feed.xml Hosting service show website: https://topofthegame-thepod.podbean.com/ Javier's LinkTree: https://linktr.ee/javiersaade  SUPPORT & CONNECT: LinkedIn: https://www.linkedin.com/showcase/96934564 Facebook: https://www.facebook.com/profile.php?id=61551086203755 Twitter: https://twitter.com/TOPOFGAMEpod Subscribe on Podbean: https://www.podbean.com/site/podcatcher/index/blog/vLKLE1SKjf6G Email us: info@topofthegame-thepod.com   THANK YOU FOR LISTENING – AVAILABLE ON ALL MAJOR PLATFORMS

In this podcast, Mike Mahoney (shareholder, Morristown/New York City) and Viki Farrior (of counsel, Oklahoma City) provide an informative update on the status of employee retention credit (ERC) claims submitted to the Internal Revenue Service (IRS). Mike, who is chair of the firm's Payroll Tax and Fringe Benefits Subgroup, and Viki discuss options available to employers that submitted ERC claims but who have not yet received their refunds. They provide a concise but detailed explanation of the state of IRS tax credit processing and of the refund suit process, including expected time to resolution.

As the presidential election approaches, the potential for political discord to spill into the workplace is heightened. On this episode of “Just Compensation,” Megan Monson talks with Amy C. Schwind about legal and practical considerations involved with political expression in and related to the workplace, as well as ways to mitigate legal risk. The lawyers explore issues that may give rise to liability for employers, such as political conversations impacting protected classes, as well as topics such as off-duty conduct laws, rules and policies related to political expression, and giving employees time off to vote. Speakers: Megan Monson, Partner, Executive Compensation and Employee Benefits Amy C. Schwind, Counsel, Employment

Send us a textTalking about money. Talking about pay. At credit unions.Now do I have your attention?On the Money Talks show today is regular guest Kirk Kordeleski who has brought along J P O'Connor, a credit union compensation analyst, who has joined PARC Street because key to architecting the right SERP retirement package for a c-suiter is pegging t to the right salary.Not all credit unions are paying c-suiters appropriately, not when market rates are the bedrock, and, no, there are few if any cases of credit union execs who are significantly overpaid but there are plenty of cases where they are underpaid.Says who? Says J P O'Connor who has the data - the market research - to back up his views on salaries.What makes a compensation market appropriate? In the show O'Connor gives details about exactly this.Are you underpaid? Overpaid?  Listen up. Like what you are hearing? Find out how you can help sponsor this podcast here. Very affordable sponsorship packages are available. Email rjmcgarvey@gmail.com  And like this podcast on whatever service you use to stream it. That matters.  Find out more about CU2.0 and the digital transformation of credit unions here. It's a journey every credit union needs to take. Pronto

In this installment of our Employee Benefits and Executive Compensation Considerations in Mergers and Acquisitions podcast series, Troutman Pepper Partners Joshua Gelfand and Michael Crumbock discuss current executive compensation trends and issues in the private equity M&A space, including employment contracts, severance, and equity compensation.

“Top hat plans” —non-qualified deferred compensation plans that can be exempt from most of the requirements of Employee Retirement Income Security Act of 1974 or ERISA—can be a useful tool for employers looking to provide deferred compensation benefits to certain key employees. However, care must be taken to ensure compliance with the relevant requirements of ERISA and Section 409A of the Internal Revenue Code. Darren Goodman, Megan Monson, and  Jessica I. Kriegsfeld of Lowenstein's Executive Compensation and Employee Benefits Group discuss how to structure such plans to make them compliant. Speakers: Darren Goodman, Vice Chair, Executive Compensation and Employee BenefitsMegan Monson, Partner, Executive Compensation and Employee BenefitsJessica Kriegsfeld, Associate, Executive Compensation and Employee Benefits

Rania Sedhom is the Managing Partner at Sedhom Law Group, a bespoke law firm for businesses. She is also the Founder of the Legal Edification Guild, where she empowers entrepreneurs and businesses with legal concepts. As an attorney, Rania helps companies grow, contract, and effectuate business using the law to support their endeavors. She also is a member of the Executive Compensation and Employee Benefits Committee and the Employment Law Section of the ABA.  In this episode: Aside from operational and financial responsibilities, legal issues are one of the most substantial hassles for entrepreneurs. Seeking regular counsel from experienced business lawyers can help you navigate contracts, employee disputes, and exits or sales. How can you select a lawyer who fits your needs? Seasoned business attorney Rania Sedhom affirms that lawyers can help entrepreneurs attain their desired freedom by advising them on daily business decisions. Identifying a lawyer who's right for you requires assessing their personality, work style, and decision-making process to ensure they align with your business approach. Partnering with an attorney gives you support during crucial negotiations and allows you to focus on propelling your business forward. In this episode of Systems Simplified, Adi Klevit sits down with Rania Sedhom, Managing Partner at Sedhom Law Group, to discuss the process of partnering with a lawyer. Rania shares how she negotiates contracts for small businesses, the benefits of establishing ongoing supportive legal partnerships, and how legal support can help you navigate business transitions.

In this installment of our Employee Benefits and Executive Compensation podcast series, Troutman Pepper Partners Jim Earle, Lynne Wakefield, and Lydia Parker discuss the impact of the Supreme Court's decision in Loper Bright Enterprises v. Raimondo on benefits-related regulations, including the Department of Labor's Fiduciary Rule; environmental, social, and governance regulations; protections based on sexual orientation and gender identity under the Affordable Care Act; and much more.We are excited to announce that we will be hosting our annual webinar on September 4, a one-hour event providing updates on year-end actions and key recent developments impacting employee benefits.

On today's episode, Clay is joined by Soo Chuen Tan who is the founder and president of Discerene Group to discuss global & contrarian value investing. Soo Chuen started his firm in 2010 with less than $100 million in AUM and has grown it to over $2 billion. Utilizing their strict value investing approach, Discerene has had an impressive investment track record since its founding in June 2010. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 02:30 - What led Soo Chuen to start Discerene Group shortly after the collapse of Lehman Brothers. 15:33 - What differentiates Discerene Group from other value investors. 20:34 - Lessons that Soo Chuen teaches younger investors. 38:43 - Whether great investing can be learned or not. 43:20 - How Soo Chuen balances the subjectivity of markets with solid and rationale investment approach. 01:00:19 - The importance of reflexivity in markets. 01:06:46 - How Discerene has avoided value traps. And so much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Check out Discerene Group. Follow Soo Chuen on LinkedIn. Jason Zweig's article: The Seven Virtues of Great Investors. Bobby Knight's book: The Power of Negative Thinking. David Chambliss's The Mundanity of Excellence. Solomon Asch Conformity Line Experiment Study. Malcolm Salterl's Short-Termism at Its Worst. Gopalan, Milbourn, Song, & Thakor's Duration of Executive Compensation. Related Episode: Listen to TIP492: The Best Investor You've Never Heard Of (Nick Sleep), or watch the video. Related Episode: Listen to RWH044: How to Beat the Market w/ Bryan Lawrence, or watch the video. Related Episode: Listen to TIP592: Outperforming the Market Since 1998 w/ Andrew Brenton, or watch the video. Follow Clay on Twitter.  Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: River Toyota Range Rover Briggs & Riley American Express The Bitcoin Way Public Onramp USPS SimpleMining Sound Advisory Shopify AT&T BAM Capital HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

On the latest episode of Just Compensation, Lowenstein's Darren Goodman, Megan Monson, and Jessica Kriegsfeld of the Executive Compensation, Employment and  Benefits practice discuss how the structure of an M&A transaction can influence the treatment of the existing workforce and treatment of employee benefits such as outstanding equity awards, health and welfare plans, and retirement plans.  Speakers: Darren Goodman, Vice Chair, Executive Compensation and Employee BenefitsMegan Monson, Partner, Executive Compensation and Employee BenefitsJessica Kriegsfeld, Associate, Executive Compensation and Employee Benefits

SummaryIn this episode, the hosts discuss their dream driving vacations and the latest reviews of the Porsche 911T hybrid. They also touch on the future of Porsche's Boxster and Cayman models, as well as the definition of a supercar. The conversation covers topics such as dream destinations, the practicality of Porsche cars, and the changing landscape of the automotive industry. The conversation explores the high depreciation of luxury cars like McLarens and the trend of owners flipping to new models. It also discusses the lack of affordable cars in the market and the rising prices of new vehicles. The shift towards SUVs and the impact of technology on car prices are highlighted. The conversation touches on the corporate greed of car manufacturers and the disparity in executive compensation. In this final part of the conversation, the hosts discuss the car manufacturing industry and the market for luxury watches. They mention Stellantis, the conglomerate that includes Fiat, Alfa Romeo, Dodge, Chrysler, and Jeep. They also talk about a report that ranks cars made in America, with Tesla and Honda taking the top spots. The hosts then shift to discussing the earnings of car manufacturers, with Volvo and Tesla standing out. Finally, they unbox an Omega X Swatch Snoopy Moonswatch and discuss the watch market.

►My guest claims that Mr. Musk's compensation is $0! How is this possible? ►What are the different components of a CEO's pay package? ►Why have CEO salaries stayed constant for decades? ►Why did CEO stock options significantly increase in the 1990s? ►Why did CEO pay for performance dramatically increase after 2006? ►Who determines CEO pay? And how? The answer and the story behind it are more complex than you might think. ►Who is driving the push to regulate CEO pay? Politicians or shareholders? My guest is intimately familiar with Mr. Musk's pay package. Not only is he an expert on executive compensation, but he also testified in Mr. Musk's Delaware trial on behalf of Telsa.

In this episode of FPO&G, Justin and Jared dissect how retirement planning is impacted by executive compensation.Should my investment allocation be changed due to the nonqualified stock options, deferred comp, and restricted stock that vest after retirement?Do Roth conversions still make sense as a retiree in light of my post retirement income? How do I balance optimizing for taxes while managing the concentrated stock risk of this equity compensation on my balance sheet?For more information and show notes visit: https://www.bwmplanning.com/post/80

In this episode of "Just Compensation," Megan Monson, Amy Komoroski Wiwi, and Amy C. Schwind discuss the evolving landscape of employment-related non-compete agreements, focusing on recent legal developments. The discussion highlights the Federal Trade Commission's recent decision to ban post-employment non-compete clauses and its implications for businesses nationwide, as well as several noteworthy state-level updates over the past six months and how these changes might impact employers and employees. Speakers: Megan Monson, Partner, Executive Compensation and Employee BenefitsAmy Komoroski Wiwi, Partner, Employment Amy C. Schwind, Counsel, Employment

In today's episode, Andrew E. Graw, Megan Monson, and Jessica I. Kriegsfeld address the U.S. Department of Labor's final amendment to Prohibited Transaction Class Exemption 84-14, commonly known as the QPAM exemption, and its implications for investment managers. The hosts explore the current QPAM exemption, the modifications introduced by the final amendment, and the key takeaways for investment managers to ensure compliance and maintain their QPAM status. Speakers: Andrew E. Graw, Partner and Chair, Executive Compensation and Employee Benefits Megan Monson, Partner, Executive Compensation and Employee Benefits Jessica I. Kriegsfeld, Associate, Executive Compensation and Employee Benefits

Public sector executives need to steal some pages out of the private sector executive playbook when it comes to compensation, benefits, and negotiating contracts. Attorney Daniel Reilly has extensive experience in negotiating private and public sector executive contracts. Licensed to practice law in Massachusetts and Rhode Island, we discuss industry norms, tactics, and practices that should be co-opted by city and county managers to secure stronger contracts that will protect them and their families. This is a "must listen" interview with many gems of wisdom and golden nuggets for executives and aspiring executives to ponder and consider. Moreover, public sector recruiters and local elected officials should also pay attention as I once again highlight the on-going paradigm shift in public administration. No other local government podcast provides this type of valuable and thought provoking content. If you enjoyed it -- please take a moment to hit the "follow/subscribe" button and also leave a rating and review on Apple and Spotify. SHOW NOTES: Daniel Reilly is a business attorney who specializes in executive compensation. Here is a link to his law firm, Reilly Legal, and his LinkedIn page. The American Association of Municipal Executives is located at AAME.org. SUBMIT JOB POSTING: Do you have an executive or senior level vacancy in your organization? Use this form/link to submit your job listing in my weekly newsletter for just $100: https://forms.gle/ceMzWqeLwiRFRAGj9 SUPPORT THE PODCAST: Subscribe to my FREE weekly report of city and county manager resignations, terminations, and retirements (RTRs) at this link: https://www.linkedin.com/newsletters/city-manager-rtrs-job-board-7164683251112992768/ If you would like to support the podcast by making a donation, please use the "Buy Me A Coffee" link. Please rate and review the podcast on Apple or your preferred platform if you enjoy the show. It helps tremendously. But more importantly, refer your friends and peers to podcast through personal conversations and posts on your social media platforms. Joe Turner's LinkedIn Page City Manager Unfiltered YouTube Page - Subscribe Today! Note: Page may contain affiliate links. As an Amazon Associate I earn from qualifying purchases.  

(0:00) Intro.(1:17) About the podcast sponsor: The American College of Governance Counsel.(2:03) Start of interview.(3:08) Greg's "origin story." (6:53) From the University of Georgia to Apple in Cuppertino.(10:50) The start of his entrepreneurial journey in 1992 with his first company.(13:03) The boom and bust cyclical nature of Silicon Valley. "[M]y father used to say that the stock market has predicted nine of the last three recessions. And, you know, I think in Silicon Valley, the investor and entrepreneurial class has predicted nine of the last three technology waves."(17:24) His first foray with startup boards. The role and influence of Don Lucas, and Bob Frick (former CFO of BoA), on his board.(21:49) On the shifting power dynamics in founder-investor relationships (ascendance of "founder ethos").(29:02) On the differences between private equity (PE) and venture capital (VC). "Control investors"(31:29) His experience as a director of public companies: Responsys, acquired by Oracle (2013), and Upwork (IPO in 2018).(34:57) On equity comp (stock options and RSUs)  in tech companies. *Reference to BG2 podcast episode.(47:35) IPOs, private markets and secondary markets. *You can check out my newsletter #52 on this topic.(54:24) On his investment in Cornershop (acquired by Uber) and Latin America market.(1:00:58) On AI as the next technology platform shift.(1:03:50)  Books that have greatly influenced his life: Titan: The Life of John D. Rockefeller,  by Ron Chernow (1998)Thinking Fast and Slow, by Daniel Kahneman (2011)Black Boy, by Richard Wright (1945)(1:05:36) His mentors.(1:07:00) Quotes that he thinks of often or lives her life by: "Experience is what you get when you don't get what you want."(1:07:47) An unusual habit or absurd thing that he loves.(1:08:28) The living person he most admires.Greg Gretsch is a Founding Partner and Managing Director of Jackson Square Ventures, an early stage venture capital firm that invests in software businesses. You can follow Evan on social media at:Twitter: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__You can join as a Patron of the Boardroom Governance Podcast at:Patreon: patreon.com/BoardroomGovernancePod__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

In this episode, CII General Counsel Jeff Mahoney interviews Sven Riethmueller, Clinical Associate Professor of Law and Director of the Entrepreneurship & Innovation Clinic at Yale Law School. Professor Riethmueller is the author of a recent research paper entitled "11th Hour Option Discounting: The Significance of IPO Prognostications in Fixing Equity Compensation."Other materials referenced in this episode:An audio recording of the paper and accompanying slide show of key findingsA LinkedIn article discussing Reddit's 11th hour option discounting practices in connection with its IPO

On this episode of “Just Compensation,” the hosts provide an introduction into Section 409A, the complicated tax code provision that governs non-qualified deferred compensation: when does it apply, how do you comply with it, what are the exceptions, and what are the implications of noncompliance?  Speakers: Darren Goodman, Vice Chair, Executive Compensation and Employee BenefitsMegan Monson, Partner, Employee Benefits & Executive CompensationJessica Kriegsfeld, Associate, Executive Compensation and Employee Benefit

This Day in Legal History: President Johnson AcquittedOn May 16, 1868, a significant moment in U.S. legal and political history occurred when President Andrew Johnson was acquitted in his impeachment trial. Johnson, who had ascended to the presidency following the assassination of Abraham Lincoln, was charged with high crimes and misdemeanors, primarily stemming from his violations of the Tenure of Office Act. This law, which was later repealed, had been designed to restrict the power of the President to remove certain officeholders without the Senate's approval.The crux of the case against Johnson was his attempt to remove Edwin Stanton, the Secretary of War, without Senate consent, which ignited a fierce political battle with the Radical Republicans who dominated Congress. These lawmakers sought a stricter Reconstruction of the Southern states following the Civil War, a process Johnson had obstructed through his lenient policies towards the former Confederate states.The impeachment trial in the Senate was a closely watched affair, reflecting deep national divisions during a tumultuous period in American history. Johnson narrowly escaped removal from office by one vote, securing a "not guilty" verdict with a tally of 35-19, just shy of the two-thirds majority required for conviction.This verdict had lasting implications for the balance of power between the presidency and Congress, highlighting the complexities of presidential impeachment. Johnson's trial set a significant precedent, establishing that political disagreements alone were not sufficient grounds for removal from office under the Constitution. This event remains a pivotal chapter in the saga of American governance and legal standards, underscoring the enduring struggle over the limits of presidential authority.Ghostwriting in legal briefs refers to the practice where an experienced attorney, often a specialist in Supreme Court matters, writes or significantly contributes to a brief without their name appearing on the document. This tactic is predominantly used in opposition briefs—the documents that argue why the Supreme Court should not agree to hear a particular case. The strategy behind ghostwriting is to leverage the expertise of seasoned Supreme Court advocates without drawing attention to the case with a high-profile name. This can make the brief more persuasive without signaling that the case might be significant enough to warrant the Court's attention.Despite there being no explicit rules against ghostwriting in court documents, and the American Bar Association deeming it ethically permissible under certain circumstances, the practice has sparked debate. Critics, like law professor Daniel Epps, argue that it might be seen as misleading because it intentionally hides the involvement of influential lawyers to influence the Court's decisions indirectly. Advocates of transparency suggest that disclosing all authors of a brief could lead to more informed decision-making by the justices.However, some legal experts argue that ghostwriting is detectable by justices familiar with the distinct writing styles and argumentative structures typical of veteran Supreme Court lawyers. This recognition could potentially undermine the purpose of ghostwriting by making the justices aware of the underlying significance and expert handling of the case. Despite these concerns, ghostwriting remains a utilized, albeit controversial, tactic in the strategic presentation of cases to the Supreme Court.Ghostwriters Try Steering Supreme Court Justices Away from CasesQuinn Emanuel, a prominent law firm, has integrated an AI-powered tool from Pre/Dicta to predict judicial decisions in litigation cases, enhancing strategic planning and case management. The tool, developed by Pre/Dicta—a company specializing in judicial analytics—utilizes artificial intelligence to analyze various judge-specific factors such as age, gender, education, and net worth, which the company's CEO, Dan Rabinowitz, suggests, in reporting by Bloomberg Law, influence decision-making. This predictive capability is seen as critical for litigators, akin to writing briefs.The technology is designed to anticipate judges' rulings on various motions including summary judgments, class certifications, and venue transfers with an impressive accuracy of about 85%, as evidenced by tests on 50,000 cases. Ryan Landes, a partner at Quinn Emanuel, highlights the strategic advantage this provides, potentially altering the cost-benefit analysis of legal actions based on predicted outcomes.Currently, the tool is used only for analyzing federal court cases, with plans to expand to state court cases, starting with California. This AI application underscores the broader trend of law firms leveraging new technologies to improve efficiency and decision-making.Quinn Emanuel Adopts AI-Powered Tool to Predict Judicial RulingsFederal lawmakers have begun efforts to repeal a new rule by the Department of Labor (DOL) that broadens the definition of a fiduciary, impacting more financial advisors. This rule, finalized in April, extends fiduciary responsibilities to include advice on rolling over 401(k) funds into annuities and individual retirement accounts. Critics, including some Wall Street firms and life insurers, argue that this rule could hinder their ability to earn commissions and offer services, potentially complicating retirement planning for individuals.The resolution to overturn the rule is led by Senators Ted Budd, Bill Cassidy, Joe Manchin, and Roger Marshall, along with support in the House from Representatives Rick Allen and Virginia Foxx. They claim the rule constitutes executive overreach and could limit consumers' financial management options and access to advice, risking their future financial security.The rule is already facing legal challenges from the insurance industry, which seeks to prevent its enforcement through a lawsuit filed under the Administrative Procedure Act. This legal action requests both a preliminary and permanent injunction against the rule.The process to repeal the rule involves a Congressional Review Act (CRA) procedure, where Congress, after receiving a report from the Labor Department, has 60 days to pass a joint resolution of disapproval. If passed, this would proceed to President Joe Biden's desk, where he is likely to veto it based on previous actions, such as his veto of a resolution against the DOL's ESG rule in March 2023. However, there remains a possibility for Congress to override such a veto.Biden 401(k) Advice Rule Repeal Effort Begins in Congress (2)Boeing Co. is facing significant scrutiny from shareholders at its annual meeting on May 17, reflecting deep dissatisfaction with the company's management and response to ongoing safety issues with its jets. Shareholders, advised by proxy-voting firms Glass Lewis and Institutional Shareholder Services (ISS), are particularly critical of Boeing's board and executive compensation, signaling discontent with how the company has addressed the systemic safety failures that have plagued its newer aircraft models.Glass Lewis has recommended voting against the reelection of certain board members, including those leading the audit and aerospace safety committees, due to their perceived failure in overseeing necessary safety improvements. Additionally, ISS has advised shareholders to reject the outgoing CEO Dave Calhoun's pay package, which saw a substantial increase despite the company's troubling safety record and operational challenges. This package includes a significant bonus that coincided with additional safety incidents, raising concerns about the misalignment between executive compensation and company performance.The dissatisfaction comes amid a backdrop of operational failures that have not only affected Boeing's share price, which has dropped significantly, but also raised potential for criminal prosecution due to violations of a deferred-prosecution agreement related to past crashes. These ongoing issues, coupled with a wave of executive retirements, including that of CEO Calhoun, suggest a tumultuous period for Boeing.Despite the likelihood that the board members and executive pay proposals will pass, a substantial number of dissenting votes would highlight the shaky confidence investors have in the current leadership's ability to turn around the company's fortunes and address its safety culture effectively. This climate of uncertainty could also impact Boeing's ability to attract a capable successor for Calhoun, as potential candidates may be deterred by the reputational risks and scrutinized compensation involved.Boeing Safety Woes Fuel Opposition to CEO's Pay, Board Make-Up Get full access to Minimum Competence - Daily Legal News Podcast at www.minimumcomp.com/subscribe

This week on the She Geeks Out podcast, we chat with Marta Schaaf, Director of the Amnesty International Program on Climate, Economic, and Social Justice. We discuss her awe-inspiring background in advocacy work, her current work on climate change (both locally and globally), and the importance of corporate responsibility. Spoiler alert - corporations can make a heckuva lot more impact on climate action than we can by recycling or quitting plastic straws. Her passion for the work is clear, and we were moved. We bet you will be, too! [00:02:28] Student demonstrations for divestment.[00:07:07] Privilege and College Protests.[00:10:55] Two-state solution debate.[00:11:39] Toxicity in alumni groups.[00:13:37] Interview with Marta starts.[00:18:07] Climate justice.[00:21:34] Fatal Fuels.[00:25:55] Plastic straw movement and activism.[00:29:30] Activism and climate change.[00:31:03] Access to Power and Hope.[00:36:11] Getting involved at a local level.[00:41:26] Political engagement and activism[00:43:22] Corporate Responsibilities and Regulations.[00:49:01] Labor leader's impactful statement.[00:50:33] Colonizing space is a distraction.[00:54:46] Geeking out about national parks.[00:57:41] Becoming an abortion activist. Links mentioned:Amnesty InternationalClimate Families NYCFollow Marta on LinkedIn Visit us at https://shegeeksout.com to stay up to date on all the ways you can make the workplace work for everyone! Check out SGOLearning.com and SheGeeksOut.com/podcast for the code to get a free mini course.

On today's episode, we're joined by Andrew McElheran, Partner at Meridian Compensation Partners, LLC. Andrew dives deep into the complexities of establishing resilient executive compensation frameworks amid the uncertainties of the global economic landscape. Key Takeaways: (01:33) Managing a corporation involves addressing classic business challenges and creating effective compensation arrangements in uncertain times. (02:19) Resilient compensation designs are those that stand the test of time and do not require frequent revisions. (03:46) A balance between market-aligned compensation plans and business objectives is crucial for resilient design. (05:00) Simplicity in compensation design can lead to resilience, but it must also align with other business goals like shareholder alignment. (06:07) The resilience of compensation plans can vary based on a company's pay philosophy and its comfort with using discretion in performance assessment. (09:20) Incorporating flexibility and discretion in executive compensation plans can add resilience, reflecting the need to adapt to unpredictable circumstances. (11:21) Setting goals that balance ambition with achievable targets can enhance the resilience of compensation programs. (13:44) Testing the resilience of compensation frameworks can help ensure they are robust enough to withstand future challenges. This episode is brought to you by Meridian Compensation Partners, LLC. Learn more by visiting MeridianCP.com.   #Compensation #Wages #SPAC #Equity #ExecutiveCompensation #Clawback

"Flexibility" has become the rallying cry of the Everywhere Work revolution, as highlighted in Ivanti's 2024 Everywhere Work report. On this Geeks, Geezers, and Googlization Show episode, host Ira S. Wolfe chats with guests Holly Novak and Mary Baird to unpack their experiences from the 2024 Ivanti Solutions Summit. Together, they explore the rapidly shifting landscape of Everywhere Work and the technological hurdles it brings. Tune in for a fascinating discussion on viewing cybersecurity through an HR lens as they tackle the intricacies of delivering seamless digital employee experiences, nurturing modern work cultures, managing AI's growing impact, and safeguarding the irreplaceable power of human connection. ** Key Takeaways:** 1. The concept of "radical flexibility" is becoming a buzzword we can't ignore. 2. Emotional intelligence isn't just a nice-to-have—it's essential. 3. Culture is king, even if your kingdom is virtual. 4. Training for remote and hybrid team management needs a serious upgrade. 5. The urgent need for robust cybersecurity training tailored for a dispersed workforce. **About Holly Novak and Mary Baird Holly Novak serves as the Chief People Officer at Jack Henry &Associates, a prestigious S&P 500 fintech powerhouse boasting a workforce of over 7,000 dedicated professionals. With a career spanning more than two decades in Human Resources, Holly's extensive expertise encompasses HR Operations, Business Operations, HR Business Partner roles, Recruitment, and HR Information Systems. She is especially renowned for her skills in Coaching, Executive Compensation, People Analytics, and leveraging HR technology to achieve organizational excellence, to mention a few. **Connect with Holly: https://www.linkedin.com/in/holly-novak-sphr-shrm-scp-3262835/ Mary Baird has an equally impressive resume. She is the CEO,  Senior Leadership Development Strategist and Podcaster at The Simplifiers. She helps medium to large corporations who are struggling with high turnover, and low employee engagement, and are navigating an ever-changing work environment that seems everything BUT simple. Her LinkedIn profile says it all: She has a knack for turning complex challenges into simple, actionable solutions.  **Connect with Mary: https://www.linkedin.com/in/thesimplifiers/ Additional Resources: **Watch the ISS2024 Keynotes: https://tinyurl.com/iss24keynotes **Download 2024 Everywhere Work Report: https://adaptabilitytoolkit.com/2024everywherework **Never Normal News: https://nevernormalnews.com  

Purchase the Climate Finance Course at www.climatefinancecourse.com Shivaram Rajgopal is the Kester and Byrnes Professor of Accounting and Auditing at Columbia Business School. He has previously held professorship positions at Duke University, Emory University, and the University of Washington. Dr. Rajgopal´s research is focused on ESG, Governance, Financial Reporting, Valuation, Fraud, Executive Compensation, Short-Termism, Corporate Culture, Technology, and Sovereign Debt/Fiscal Responsibility. He has 200 academic publications and 100+ op-eds on Forbes. Prior to his academic career, he started his professional career at Proctor & Gamble and CitiBank. Dr. Rajgopal received his Ph.D. in Accounting and Finance from the University of Iowa and a Bachelor of Commerce from the University of Mumbai. He is also a Chartered Accountant from the Indian Institute of Chartered Accountants. Topics discussed: Dr. Rajgopal´s intellectual evolution from being a Chartered Accountant in India to writing a Doctoral Dissertation on the Commodity Price Risk Exposure of Oil and Gas Producers. Early Research Interest: the IPO Boom in the 1990s (Source) and the Enron Scandal (Source). Evolution of Reporting: Did Investor Interest In Financial Reporting Peak With Enron? (Source). ESG Is A Response To A Broken Reporting Model (Source) Limited Role of the SEC regarding Climate Regulations: The SEC's Attempt To Write Generally Accepted Climate Principles ( Part 1 & Part 2) What If Both Sides Of The ESG Debate Are Right About US Majors' Oil And Gas Investments, But For The Wrong Reasons? (Source). Perspectives on ESG Strategies: Screening: Does ESG Negative Screening Work? (Source). Shareholder Engagements: Big Three (Dis)Engagements (Source). ESG Asset Class Perspectives: Private Equity: Does Private Equity Have An ESG Problem? ( Part 1 & Part 2). Green Bonds: Rethinking the Value and Emission Implications of Green Bonds (Source). REITs - Real Estate Investment Trusts: Hotels In Name Only: The Strange Case Of Lodging REITs (Source). The Need For Climate Risk Disclosures: A Case Study Of Physical Risk Of Two REITS, EQR and ARE (Source). (Re)Insurance: A Comparative Analysis Of Incorporating Climate Risk In Underwriting Insurance For AXA Vs. Chubb, Liberty Mutual, And Travelers (Source) and also within their Investment Portfolios (Source). ESG Default Insurance (Source). Advice to Future Generations: What Skills Should Finance Students Seek To Acquire In School? (Source) Note: This podcast is for informational purposes only and should not be considered as investment advice. The interview took place on 11th October 2023.

On this episode of “Just Compensation,” Darren Goodman, Sophia Mokotoff, and Taryn E. Cannataro  discuss equity compensation that can be issued by partnerships, with a special focus on profits interests. Profits interests are very commonly used by partnerships due to their flexibility in structuring and advantageous tax treatment. The lawyers explain the pros and cons of such arrangements. Speakers: Darren Goodman, Vice Chair, Executive Compensation and Employee BenefitsSophia Mokotoff, Partner, TaxTaryn E. Cannataro, Counsel, Executive Compensation and Employee Benefits

On today's episode, we're joined by Jared Berman, Partner at Meridian Compensation Partners, LLC.  Jared discusses the nuances of executive compensation governance, including the appropriate roles of the compensation committee, management team and advisors in the oversight process. Key Takeaways: (01:27) Governance involves defining the roles of the compensation committee, management and advisors in overseeing executive pay. (02:28) Compensation committees typically meet four to five times annually. (03:54) Clearly defining the committee's charter and scope is crucial to avoiding ambiguity over decision-making authority. (06:43) While management should drive incentive plan design aligned with business strategy, the board ultimately approves proposals in shareholders' interests. (13:09) Since COVID, incorporating strategic and non-financial priorities in incentive plans has become a growing trend. (19:46) Advisors should share candid perspectives based on new information to foster thoughtful committee dialogue. Resources Mentioned: Jared Berman - https://www.linkedin.com/in/jared-berman-3950884/ Meridian Compensation Partners, LLC - https://www.linkedin.com/company/meridian-compensation-partners-llc/ This episode is brought to you by Meridian Compensation Partners, LLC. Learn more by visiting MeridianCP.com.   #Compensation #Wages #SPAC #Equity #ExecutiveCompensation #Clawback

Amanda Gold is a partner in the Executive Compensation and Benefits Department at Cravath. In the Season 7 premiere of On Tax, she and fellow Cravath partner and host Len Teti talk about beginning her legal career in Arizona and how she became interested in her current tax-adjacent practice. Amanda also discusses her decision to move to New York and join Cravath. Hosted on Acast. See acast.com/privacy for more information.

In this episode of Discover Daily, we're peeling back the curtain on the future of technology. We'll explore a new optical storage disc with mind-boggling capacity, Waymo's expansion into the robotaxi market, and a high-stakes legal drama involving Tesla and Elon Musk. For more on these storiesCreation of 1.6 petabits CDWaymo robotaxis expandLawyers ask for $5.6b Tesla stockPerplexity is the fastest and most powerful way to search the web. Perplexity crawls the web and curates the most relevant and up-to-date sources (from academic papers to Reddit threads) to create the perfect response to any question or topic you're interested in. Take the world's knowledge with you anywhere. Available on iOS and Android Join our growing Discord community for the latest updates and exclusive content. Follow us on: Instagram Threads X (Twitter) YouTube Linkedin

We tackle the taboo topic of Executive Compensation in business.  We are all over the place in this one and hit multiple subjects from founding a business to not for profit healthcare.  Special thanks to our guest Jon Scala (CloudMed) who is a 4x podcast guest.  Soon to be getting his 5 timers jacket.    

In this episode Kelli Dragovich and Nolan Church talk with Elizabeth Patterson, Partner (People & Talent) at Sapphire Ventures. The conversation is all about how to find the best CPO roles, how VC talent partners actually work, and what it's like engaging with portfolio companies and execs. Lots of insider info. Elizabeth manages Sapphire Venture's human capital network, including the Sapphire Fellows program.HR Heretics is part of the Turpentine podcast network. Learn more at turpentine.coThis episode is brought to you by AttioAttio is the next generation of CRM. It's powerful, flexible and easily configures to the unique way your startup runs, whatever your go-to-market motion. The next era deserves a better CRM. Join OpenAI, Replicate, ElevenLabs and more at https://bit.ly/AttioHRHereticsKEEP UP WITH ELIZABETH,NOLAN, + KELLI ON LINKEDIN- Elizabeth: https://www.linkedin.com/in/elizabetharnsdorfpatterson/Nolan: https://www.linkedin.com/in/nolan-church/Kelli: https://www.linkedin.com/in/kellidragovich/TIMESTAMPS:(00:00) Preview(03:17) Stories(08:08) Navigating the Venture Capital World(11:00) The Gotchas and Ahas of Finding the Best Opportunity into Venture Capital(13:50) How Success is Measured(16:00) Sponsor - Attio(17:11) How to Find the Best CPO Roles(22:56) The Relationship Between Talent Partners and Executive Recruiters(27:24) Correlating the Business with Cultural Fit and Vibe in Recruitment(31:28) Back Channels in Recruitment(35:49) Executive Compensation on Recruitment (40:18) How Photographic Memory Helps in Recruitment(45:53) Elizabeth's Favorite Interview Question(48:02) Qualities of a Great Leader This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit hrheretics.substack.com

The conversation continues with Derek Jess, Senior Wealth Manager and Shareholder at Plancorp, who returns to delve deeper into executive compensation planning strategies.   Listen now and learn: Key strategies for deferred compensation plans Advanced strategies for exercising stock options The important nuances of establishing a 10b5-1 plan   Be sure to also check out last week's episode with Derek about Equity Compensation Strategies: Everything You Need to Know.   [02:00] Advanced Deferred Compensation Planning Strategies [11:35] Advanced Strategies for Exercising Stock Options [16:20] Understanding AMT Planning for Incentive Stock Options  [21:25] The Importance of Setting a 10b5-1 Plan   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.