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(Virtual) Employee Benefits and Executive Benefits: What Professional Services Firms Need to Know

October 14 @ 11:00 am - 12:00 pm Eastern

Click here to register.

Description: Executives and their human resources teams at professional services firms face several complex decisions related to employee benefits and executive benefits including retirement plan options, group disability insurance, long-term care insurance and a wide array of other options. How do you make the best choices for your team members, and how does the size of your practice impact your decision-making?

Join Partner Debora E. May on Thursday, October 14 as she highlights options and considerations available to management teams of professionals services firms. During an hour-long educational event, Debbie will bring her expertise to bear on the complex topic of employee and executive benefits to help you better understand how to navigate your options.

Where: This presentation will be conducted via a Microsoft Teams webinar. After you register, a meeting access link and downloadable reservation for your calendar will be emailed to you. A few days before the webinar, a reminder will also be sent.

Learning Objectives: The presenter will review the benefits that the management and human resources teams of professional services firms should consider for team members including some specific to executive-level professionals.

Instructional Delivery Method: Group Internet Based

Recommended CPE: Participating attendees are eligible for 1.0 hour of CPE credit.

Recommended Field of Study: Personnel / Human Resources – Non-Technical

Prerequisites: An understanding of the benefits available to teams at professional services firms including those available to different levels of professionals.

Advanced Preparation: None

Program Level: Overview

Refund Policy: This webinar is complimentary. No fee is required to participate.

Cancellation Policy: Should the webinar be cancelled, registrants will be immediately contacted.

Complaint Resolution Policy: CBM commits to delivering high-quality educational programming during its online sessions. Participants with concerns about a CBM webinar should contact the firm’s Director of Professional Development, Angie Prochaska, at 301.986.0600 or via email at aprochaska@cbmcpa.com.

Questions? Questions about webinar administration should be addressed to Joe Kovacs, APR at jkovacs@cbmcpa.com.

Click here to register for this Thursday, October 14 session. Please consider submitting your questions during the registration process. 


October 14
11:00 am - 12:00 pm