Keeping Good Employees with Effective Management & Affordable Benefits

Does your organization struggle with employee retention? Join us to learn how to keep your team intact with good management and employee benefits. 

Learning Objectives

• Learn strategies that are immediately usable for employee management and retention
• Understand practical, appropriate, low-cost and sustainable strategies for providing benefits to employees

Description

The first part of this training will explore employee management challenges and strategies using case studies from local nonprofits.

Thinking about benefits options can be overwhelming for nonprofits. The second part of this training will focus on affordable benefits strategies. These presentations are intended to give training participants accelerated insight into this topic, and allow them to walk away with options that are practical and doable for their organizations.

• Major medical options for small nonprofits
• Retirement accounts 
• Supplemental insurance

Level

Intermediate

Audience

Executive Directors, HR staff, financial management staff, managers and supervisors

Presenters

Ryan Jaramillo (Apex Insurance Agency) is co-owner of Apex Insurance Company in Albuquerque, New Mexico. Ryan has over 20 years of experience in the insurance industry with a majority of that as a life and health insurance agent. He is a current board member with the Seniors Citizens’ Law Office, True Health NM and New Mexico Health Connections, as well as a preferred broker with BeWell NM. 

Brian McKellar (Self-Funded Concepts) is a business to business sales consultant currently working in the insurance industry. He leverages his experience working with local businesses to implement plans and products that increase productivity, yielding higher profits. Brian is professionally trained in prospecting, proposal preparation and presenting to both groups and one-on-one settings. He specializes in Self-Funded Health Insurance, which allows companies to have more control on costs and plan designs.

Melanie Rubin (AFLAC Insurance) worked in the New Mexico nonprofit world for more than 10 years. She held positions as an Executive Director, Co-Director, Director of Communications, and Associate Director, managing budgets, administration, operations, programs, fundraising, and staff. She is now helping nonprofits and other small businesses keep good employees with affordable benefits and other strategic retention strategies. 

Ann J. Shubert (Intentional Finance, LLC) After a 30-year career in the defense industry, designing software, and then managing multi-million dollar programs, Ann enrolled in the University of New Mexico’s Executive MBA program. While there, she decided to combine her long-term interest in investing with her extensive experience in planning, tracking, and risk management to help other people improve their financial lives. This led to co-founding Intentional Finance in 2014. 

Guiding Practices for Nonprofits

• Nonprofits should provide employees with adequate benefits, including health insurance and the opportunity to financially contribute to retirement plans.

• Nonprofits must provide adequate notice and information about continuation of benefits to terminated employees.

The Guide is available as a free digital download. Hard copies of the Guide and Companion Workbook will be available for purchase at this training for $25 each with a credit card or check.

The Center for Nonprofit Excellence often takes photos during our trainings to share on social media. If you prefer not to be photographed, please let us know in the Special Needs field when you register.