September 24, 2017
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The Partner Compensation Symposium
 


September 20, 2010

 
08:00 AM Breakfast and Registration
 
08:40 AM "Achieving & Implementing a True Performance-Based Compensation System"
Presented by Allan Koltin, PDI Global
 
09:30 AM "How to Hold Your Partners Accountable"
Presented by Gary Boomer, President & CEO of Boomer Consulting
 
10:30 AM Morning Break
 
10:50 AM "Managing Partner Perspectives: Strategic Case Studies"
Panelists:
Carl Johnson, Blum Shapiro
Howard Kies, Cherry, Bekaert & Holland LLP
Jeff Weiner, Marcum Accountants & Advisors
 
12:20 PM "Impaired Professionals and Their Impact on Compensation"
Presented by Jay Moroney, President of Lemme Insurance Brokers and Consultants
 
12:40 PM Lunch
 
01:40 PM Breakout Session I

"Structuring Buy-in/Buy-outs and How They Relate to Deferred Compensation Benefits"
Presented by Gary Shamis, SS&G Financial Services

"Dealing with Non-Performing Partners"
Presented by Gary Boomer, Boomer Consulting

"Evolving Your Partnership Structure as Your Firm Changes & Grows"
Presented by Allan Koltin, PDI Global, Inc.
 
02:40 PM Breakout Session II

"Structuring Buy-in/Buy-outs and How They Relate to Deferred Compensation Benefits"
Presented by Gary Shamis, SS&G Financial Services

"Dealing with Non-Performing Partners"
Presented by Gary Boomer, Boomer Consulting

"Evolving Your Partnership Structure as Your Firm Changes & Grows"
Presented by Allan Koltin, PDI Global, Inc.
 
03:40 PM Afternoon Break
 
04:00 PM Breakout Session III

Roundtable discussions that provide attendees with the opportunity to network with firms of comparable size and discuss a broad array of topics covering partner compensation and related areas, such as governance, profitability, etc.
  • Less than $10M
  • $10M-$25M
  • $25M and Greater
 
05:30 PM Cocktail Reception
 
 

September 21, 2010

 
08:00 AM Breakfast
 
08:30 AM "Making the Pie Bigger: Strategies to Increase Profitability"
Presented by Gary Shamis, Managing Director of SS&G Financial Services
 
09:30 AM "Managing Partner Perspectives: Strategic Case Studies"
Panelists:
Joel Cooperman, Citrin Cooperman & Company
Carl George, Clifton Gunderson
Tom Wilson, Goodman & Co.
 
11:10 AM Morning Break
 
11:30 AM "Stuck, Stalled or Stifled? How to Keep Your Junior Partners Engaged while Your Senior Partners are Camping Out"
Presented by Rebecca Ryan, 2EO of Next Generation Consulting
 
12:25 PM Conference Wrap-Up
 
12:30 PM Conference Adjourns
 
 


OVERVIEW
 

West Coast Details

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East Coast Details

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