Members-Only Specialty Session: Short-term and Long-term Incentive Plan Design and Related Issues

  • 19 Nov 2014
  • 12:00 PM - 1:15 PM (MST)
  • 7979 E. Tufts Ave, Denver, Colorado 80237
  • 31

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Members-Only Specialty Session: Short-term and Long-term Incentive Plan Design and Related Issues

Few programs can drive the success of a company better than a well designed and implemented performance-driven incentive plan. Short-term and long-term incentive plans can help ensure the team's focus is properly aligned with company goals and shareholder interests.

During this specialty session, John Schultz of Denver Compensation & Benefits, LLC, will discuss short-term and long-term incentive plan design and related issues, including the tax considerations and implications under Internal Revenue Code Sections 409A, 162(m), and 280G. Which performance criteria should the company use in measuring performance?  How should the performance criteria differ for long-term incentive plan awards vs. short-term incentive awards? How can the company most effectively communicate its incentive plans to shareholders? What are some of the common pitfalls to be avoided, particularly in the areas of payroll and Internal Revenue Code Section 409A?

A box lunch will be provided to all participants

 
Date:  November 19, 2014
Time:  12:00pm – 1:15 pm

Location: 

EKS&H Denver Office
Mt. Oxford  Room
(large conference room on the 1st floor near the lobby)
7979 E. Tufts Ave.
Denver, Colorado 80237

About Our Presenter

John Schultz is an attorney with combined law firm and consulting experience in compensation and employee benefits for the corporate and governmental sectors.  John provides a full range of compensation and benefit services to clients across industries.

John has developed, drafted, administered and provided on-going consulting services for employee and executive compensation and benefits programs, including non-qualified deferred compensation plans, severance pay plans, supplemental retirement plans, 401(k) plans, employee stock ownership plans, cafeteria plans and VEBAs, employee agreements, and qualified and non-qualified stock plans.  John has coordinated employee benefit issues in connection with numerous mergers and acquisitions, including analysis of golden parachute issues, employment agreement/change in control payments, and other potential benefit plan liabilities.

John has also assisted many organizations with benchmarking, designing and implementing compensation structures (both executive compensation as well as broad-based compensation), including base salary, bonus structures and long-term incentive plans.  Finally, John has provided litigation support services in connection with executive compensation matters, including reasonable compensation analysis, and has provided expert witness testimony on executive compensation.

Prior to founding Denver Compensation & Benefits, LLC, John was partner-in-charge of KPMG's Denver Compensation and Benefits practice.

This program is designed to qualify for Colorado Continuing Professional Education.

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