Friday, September 21, 2018
7:30 a.m. - 9:30 a.m.
Presentation at 7:30 a.m., Networking at 9:00 a.m.
Light Breakfast Provided
Structuring Employee Benefits in a Multi-Generational Workplace
Reilly Anderson, Employee Benefits Advisor, CSNW Benefits and Dan O'Doherty, Employee Benefits & Retirement Plan Advisor, CSNW Benefits
We know that people of different ages tend to value and prioritize different things in their work and personal lives. As an employer, being responsive to this reality can help you to attract and retain the best talent at any experience level. In this session we will take a look at Baby Boomers, Gen X, Millennials, and Gen Z, exploring trends about what commonly matters to various generations when it comes to employee benefit programs. We will also explore strategies that organization's can use to structure employee benefit programs in today's multi-generational workplace. Participants will leave this session with tools and resources that can be implemented in your workplace including,
• How to appeal to workers of each generation with your employee benefit programs.
• Strategies to ensure compliance and cost containment.
• Understanding of new and unique benefits valued by organizations prioritizing diversity, equity, and inclusion.
Area of Nonprofit Excellence - Human Resources & Operations and Financial Oversight
Every learning opportunity NAO offers is aligned with one of nine areas of our Principles and Practices for Nonprofit Excellence that NAO believes are critical to every nonprofit’s effectiveness and success. Diversity, equity and inclusion are essential for a thriving, effective and successful nonprofit; therefore, DE&I is embedded across all nine areas.
About the Presenter
Reilly Anderson, Employee Benefits Advisor, CSNW Benefits
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.
Dan O'Doherty, Employee Benefits & Retirement Plan Advisor, CSNW Benefits
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 O'Doherty, CFP®, CLU, ChFC 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.
$35 NAO Member
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Billy Frank Jr. Conference Room
721 NW 9th Avenue
Portland, OR 97209