Description

WORKSHOP DESCRIPTION

Many nonprofits consider employee benefits essential for attracting and retaining talent. However, nonprofit organizations are increasingly concerned about the growing costs of healthcare and employee turnover. This interactive workshop aims to help nonprofit leaders improve their employee benefits while reducing overall spending. The workshop will cover best practices for funding medical insurance, benchmarking, and employee wellness. Participants will leave with practical tools and insights to enhance their organization’s employee benefits.

WORKSHOP OUTCOMES

1) Understand the current employer benefit landscape for non-profit organizations like yours

2) Learn about the different types of funding arrangements for Medical Insurance (i.e., Fully-Insured, PEO, Self-Funded, MERP) 

3) Incorporate an Employee Wellness Strategy (how to effectively incorporate Health, Mental and Financial Wellness to retain your employees)

4) Benchmarking: How to effectively measure yourself against other non-profits competing for top talent 

ABOUT YOUR PRESENTERS

ZACHARY LEIBOVITCH

Zachary is the VP of Employee Benefits for USI, the fourth largest privately held employee benefits broker in the country, with over 200 local offices focusing on small to mid-market organizations. With over 7 years of experience, Zach is passionate about working with nonprofit organizations to deliver an exceptional employee experience. His expertise includes health insurance, plan design, ERISA compliance, PEO selection and management, alternative funded medical plans, strategic benefit planning, HR technology, pharmacy benefit management, wellness, and employee education and advocacy. His dedication to nonprofits stems from his personal experiences, having been involved in several nonprofit organizations across South Florida while growing up. Zach is committed to helping nonprofits use employee benefits as a tool for attracting and retaining talent. 

When he's not working, Zach enjoys traveling, going to concerts, working out, spending time at the dog park, playing tennis, and cheering on his favorite teams, the Florida State Seminoles / Florida Panthers / Miami Heat / Miami Dolphins! 

JUSTIN WEIDENFELD, CFP®

Justin is a Private Wealth Advisor and Financial Life Planner for IronBridge Wealth Counsel, a national ensemble wealth management firm with over $1.1B in assets under management. Justin's expertise is in facilitating wealth inheritance transfers and preparing the next generation to be effective stewards of their wealth by aligning family money to live a purposeful life. Justin sits on IronBridge's nonprofits and endowments team consulting nonprofits on strategies to be more intentional with their capital campaigns, efficient management of endowment assets, and serving as an outsourced planned giving department for smaller nonprofits. Justin loves helping organizations fundraise and implement strategies that will ensure more dollars go to their cause. 

Justin received a BA in Sports Management and BS in Business Administration from the University of Florida. He holds the CERTIFIED FINANCIAL PLANNER™ certification, which is the standard of excellence in financial planning. Outside of work, you will find Justin on the golf course (most likely playing in your charity golf events), at the gym, running by the beach, or volunteering in the community. 

Both Zachary and Justin grew up in Palm Beach County and have made an emphasis in giving back to the community through their practices. Both are involved with Experience Camps, an award-winning national nonprofit that transforms the lives of grieving children through summer camp programs and innovative, year-round initiatives. Camp is the best week of our year!

Nonprofits First, Inc is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities.