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Date

Thursday, March 23, 2017
7:30 a.m. - 9:30 a.m.
Presentation & Continental Breakfast at 7:30, Networking at 9:00

Location

Ecotrust
2rd Floor Conference Room
721 NW 9th Avenue
Portland, OR 97209
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Cost

FREE to Member Pass Holders*
$25 NAO Members**
$50 Nonmembers

*Member Passes are for NAO Members Only. See below for details.
**NAO Members must be logged in to receive discounted rate when registering.
Contact training@nonprofitoregon.org or 503-239-4001 ext. 123 if you are having difficulties registering.

Event Details

Presenter
Dan O'Doherty, Principal, Compensation Systems NW
Reilly Anderson, Employee Benefits Advisor, Compensation Systems NW

Employees are your organization’s most important asset - so how do you go about attracting the right individuals and then RETAINING THEM by ensuring that they are satisfied with their work and benefits package?

With medical coverage often receiving the most time and attention, many valued benefits, policies, and programs go undiscovered. Join us to discuss a variety of new ideas that will enhance your employee satisfaction within your organization's entire benefits portfolio, without breaking the bank. Hear proven success stories from local peers.

Topics to be discussed will include;

  • The unknown future of healthcare: rumors vs reality
  • Strategies to control and help forecast cost
  • New and unique job perks to keep employees happy
  • Work/Family balance (i.e. paid family, paternity, and maternity leave), paid continued education, office pets, ride sharing, PTO/sick leave bank policies
  • Wellness programs, health risk assessments, health coaching, healthy food & drink snacks offered from the employer, ergonomic office supplies, providing company bikes and other exercise opportunities
  • Life and disability insurance benefits
  • Voluntary benefits
  • Section 125 (flex) and Section 132 (transportation) plans
  • Employee assistance programs
  • Retirement planning using socially responsible investing with minimal fees.
  • Web-based resources and customized portals

About the Presenters

Dan O’Doherty has been assisting small to medium sized employers with designing, implementing and servicing their company sponsored group insurance and retirement plans for more than 20 years. Dan’s background in insurance and financial planning has enabled him to bring a unique perspective to his employee benefit and group retirement clients as he has helped pave the way to a more financially secure future for their employees. As Principal of Compensation Systems NW, Dan continually strives to support the goal of quality service and expertise by focusing on continuing education, monitoring industry trends and searching out opportunities to increase his knowledge and skill.

Dan is a graduate of University of Oregon where he earned a bachelor’s degree in Economics and is active in numerous local charitable and industry organizations. Dan is married to Carolyn and has two boys. Their family is active camping, windsurfing, rafting, snowboarding, and hiking throughout the northwest. Dan also is involved in coaching youth sports including baseball, soccer and basketball.

Reilly Anderson is a solution-driven advisor who strives to find smart and effective plans in the dynamic world of healthcare. He has been in the sales/marketing field for almost 15 years with a focus in developing and maintaining client relationships. He is a licensed Life and Health consultant for CSNW with expertise in both group and individual enrollments. His diverse client base ranges from nonprofit organizations to manufacturers.

Reilly grew up in Brownsville, Oregon and is a 2005 graduate of Rollins College in Winter Park, FL. He, his wife Renee, and their son River live in SE Portland. In his time away from work, Reilly enjoys playing the guitar, traveling, brewing beer, and taking advantage of all things Pacific Northwest.

Join the Series as a Member Pass Holder

This event is part of the Nonprofit fiscal Managers Association (NFMA) training series. Are you a current member? Attend the series as a Member Pass Holder! A Member Pass includes a package of 10 seats to use at any network session in your area. Engage your entire team including board members, volunteers, and staff members.

Purchase NFMA Member Pass

 

$200 (10 Seats)

 

Member Passes are available for Members Only, log in or Join today!

March 23rd, 2017 7:30 AM   through   9:30 AM
Ecotrust Conference Center, 2nd Floor
721 NW 9th Avenue
Portland, OR 97209
Multnomah
Price $ 50.00
Event Particulars
City Portland
NAO Event? Yes
Topic Financial Management
Human Resources
Networking
Presenter Dan O'Doherty, Reilly Anderson
Event Region Metropolitan Portland
Programmatic Approach Capacity Builiding

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