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View More Worldwide Employee Benefits Network [WEB] - Northeast Ohio Chapter Webcasts and Conferences

Getting Your Employee Benefits House in Order

Worldwide Employee Benefits Network [WEB] - Northeast Ohio Chapter

Nov. 11, 2019
7:30 a.m. - 12:00 p.m.

Registration, breakfast and networking for this special event begins at 7:30 a.m.  Convenient onsite parking is available.

Getting your Employee Benefits House in Order: Steps every company should be taking now with respect to their employee benefits and executive compensation to maximize their value and prepare for a potential change in control

Do you want to be a goat or the GOAT?  Administering employee benefit plans is a difficult and complicated task.  Non-compliance or poor tax planning can be very costly and can, potentially, reduce the overall value of your company. 

This program will review steps every company should be considering taking now to prepare for the future…whether it includes an eventual sale of your company or not.  Our employee benefits experts will discuss some of the employee benefits experiences they have dealt with in handling thousands of transactions and go through each of the areas of employee benefits and identify key areas of non-compliance and opportunities.

This program is presented jointly by NEO WEB and Cleveland SHRM.

The program will include sessions on:

  • Health and Welfare Benefits
  • Qualified Benefit Plans
  • Executive Compensation
  • Representation and Warranty Insurance


  • Ann Caresani, Partner, Baker & Hostetler
  • John Wirtshafter, Member, McDonald Hopkins


  • Health and Welfare Benefits
    • John Fazio, Director, Willis Towers Watson
  • Qualified Benefit Plans
    • David Kulchar, Managing Director, Oswald Companies
  • Executive Compensation:
    • Alfred Candrilli, Partner, Organizational Consulting Group
    • Dan Hagen, Partner, Jones Day
  • Representation and Warranty Insurance
    • Jeff Phillips, Vice President, Oswald Companies

Cleveland Botanical Garden
11030 East Boulevard
Cleveland, OH

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