Dbriefs
12 Jul.

Incentive planning for family enterprises

Private Companies

Tuesday, 02:00 p.m.  ET | 1 hr
Credits offered: CPE Event language: English

Participants will discover ways to assess reward structures against market practice and explore strategies for designing and implementing an effective long-term incentive plan.  

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Key takeaways

Host: Bob Rosone, managing director, Deloitte LLP

Presenters: Abby Dunleavy and Jason Russell

1 Overview CPE credit | Specialized Knowledge

Family enterprises are a key part of the private company landscape. Because of their intended structure, they also have unique challenges delivering market-competitive incentive compensation to their executives. We’ll discuss:

  • How to determine whether an optimal award is actual equity or a cash-based equity alternative
  • The difference between an incentive that addresses near-term retention and one that addresses long-term retirement
  • Design considerations for awards issued by family enterprises
  • Tax considerations for family enterprise long-term incentives

Meet the host

Robert Rosone

Robert Rosone

Managing Director | Deloitte Private

Bob is a managing director with Deloitte LLP focused on expanding Deloitte’s services to private companies through Deloitte Private. His responsibilities include operations, business development, marketing, public relations, advertising, and communications. Bob is a member of the Deloitte Private Leadership Committee and leads the Deloitte Private global brand and marketing organization, as well as the US Best Managed Companies program. Prior to his current roles, he served as chief of staff for Deloitte’s chairman of the board and has held numerous marketing and leadership positions since joining the firm in 1998. Bob received his MBA from Fordham University and BS in political science from the College of the Holy Cross. He is the chairman of the board of United Way of Monmouth and Ocean Counties and a board member of Pro-Mujer, a women's empowerment organization serving 250,000 women in Latin America.

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Tuesday, 12 Jul 2022 02:00 p.m. ET
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